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  • It's not simple, as you have lots of elements and variables. That's why I suggested the exact numbers as a starting point.

    Another option is to split the periods. E.g.

    1. Date of purchase to today @ 55/45
    2. Today to sale date @ 60/40.

    If you work out a couple of scenarios it'll tell you if you end up with someone wildly unfair to one party to lock in the value to date in this way. That would be the easiest way Imo.

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