Can I suggest you take a wild guess first and then invite feedback?

To my knowledge(might be wrong however), few of us on here are running our punting activities like a business with monthly / quarterly / annual reporting cycles. Which would indicate that common sense might prevail when it comes to matching costs with revenues, if that is what you are trying to do here.

LG

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The trick isn't finding profitable angles, it's finding ones you will bet through the ups and downs - UB