Comments on: How to Calculate Your Investment Portfolio Return? http://kclau.com/investment/portfolio-return-tutorial/ Money tips and advices on personal financial planning - Protect, accumulate, preserve, and manage your WEALTH wisely! Wed, 07 Jan 2009 22:15:55 +0000 http://wordpress.org/?v=2.7 hourly 1 By: Link Robertson http://kclau.com/investment/portfolio-return-tutorial/comment-page-1/#comment-69047 Link Robertson Mon, 03 Nov 2008 23:03:38 +0000 http://kclau.com/?p=724#comment-69047 Good post. Thank you.<br><br><a href="http://MyAssociatesDegree.blogspot.com">http://MyAssociatesDegree.blogspot.com</a> Good post. Thank you.

http://MyAssociatesDegree.blogspot.com

]]> By: KCLau http://kclau.com/investment/portfolio-return-tutorial/comment-page-1/#comment-62337 KCLau Wed, 24 Sep 2008 14:45:13 +0000 http://kclau.com/?p=724#comment-62337 Sorry that I don't exhange link at this moment. I'll probably link to <br>your article when it is appropriate.<br><br><a href="http://www.kclau.com">www.kclau.com</a><br>Via iphone (爱疯) Sorry that I don't exhange link at this moment. I'll probably link to
your article when it is appropriate.

http://www.kclau.com
Via iphone (爱疯)

]]> By: sherin http://kclau.com/investment/portfolio-return-tutorial/comment-page-1/#comment-62332 sherin Wed, 24 Sep 2008 14:22:52 +0000 http://kclau.com/?p=724#comment-62332 Can we have a link exchange?<br><br>My blog name: Investment Internals<br>URL: <a href="http://investinternals.blogspot.com">http://investinternals.blogspot.com</a><br><br>contact: <a href="mailto:investinternals@gmail.com">investinternals@gmail.com</a> Can we have a link exchange?

My blog name: Investment Internals
URL: http://investinternals.blogspot.com

contact: investinternals@gmail.com

]]> By: sherin http://kclau.com/investment/portfolio-return-tutorial/comment-page-1/#comment-62330 sherin Wed, 24 Sep 2008 14:19:49 +0000 http://kclau.com/?p=724#comment-62330 Excellent work and very informative. Appreciated Excellent work and very informative. Appreciated

]]> By: Carnival of Making REAL Money Issue #21 on August 1st, 2008 | Blog Carnivals http://kclau.com/investment/portfolio-return-tutorial/comment-page-1/#comment-54423 Carnival of Making REAL Money Issue #21 on August 1st, 2008 | Blog Carnivals Sat, 16 Aug 2008 11:54:27 +0000 http://kclau.com/?p=724#comment-54423 [...] presents How to Calculate Your Investment Portfolio Return? posted at KCLau’s Money Tips, saying, “Article on how to calculate investment returns [...] [...] presents How to Calculate Your Investment Portfolio Return? posted at KCLau’s Money Tips, saying, “Article on how to calculate investment returns [...]

]]> By: Carnival of Making REAL Money Issue #21 on August 1st, 2008 | InvestorBlogger http://kclau.com/investment/portfolio-return-tutorial/comment-page-1/#comment-49790 Carnival of Making REAL Money Issue #21 on August 1st, 2008 | InvestorBlogger Sat, 02 Aug 2008 13:27:48 +0000 http://kclau.com/?p=724#comment-49790 [...] presents How to Calculate Your Investment Portfolio Return? posted at KCLau’s Money Tips, saying, “Article on how to calculate investment returns [...] [...] presents How to Calculate Your Investment Portfolio Return? posted at KCLau’s Money Tips, saying, “Article on how to calculate investment returns [...]

]]> By: Carnival of 20-Something Finances - July 28, 2008 | Weak Wallet http://kclau.com/investment/portfolio-return-tutorial/comment-page-1/#comment-48825 Carnival of 20-Something Finances - July 28, 2008 | Weak Wallet Wed, 30 Jul 2008 19:16:01 +0000 http://kclau.com/?p=724#comment-48825 [...] presents How to Calculate Your Investment Portfolio Return? posted at KCLau’s Money Tips, saying, “Article on how to calculate investment returns [...] [...] presents How to Calculate Your Investment Portfolio Return? posted at KCLau’s Money Tips, saying, “Article on how to calculate investment returns [...]

]]> By: KCLau http://kclau.com/investment/portfolio-return-tutorial/comment-page-1/#comment-58962 KCLau Wed, 23 Jul 2008 06:27:49 +0000 http://kclau.com/?p=724#comment-58962 Hi Gokou3,<br>Of course you need to find out the return rate of the individual classes. About how to arrive on the return rate, it will depends on many other variables. <br>Say you invest in RM10k in stock markets on Jan 1, and then review its return on Dec 31, it will be a very straight forward calculation. But I bet that in the real world, it doesn't work that way. You might buy and sell (trading), or using dollar cost averaging (different entry point). You have to calculate separately for every investment classes to come up with the appropriate return to be used in this form.<br>How about real estate investment? It is not simply buy a house at RM100k, and think that it has appreciate 10% by year end. It involves rental yield, maintenance etc. <br>We will talk more about calculating return for every single asset classes in the future. Hi Gokou3,
Of course you need to find out the return rate of the individual classes. About how to arrive on the return rate, it will depends on many other variables.
Say you invest in RM10k in stock markets on Jan 1, and then review its return on Dec 31, it will be a very straight forward calculation. But I bet that in the real world, it doesn't work that way. You might buy and sell (trading), or using dollar cost averaging (different entry point). You have to calculate separately for every investment classes to come up with the appropriate return to be used in this form.
How about real estate investment? It is not simply buy a house at RM100k, and think that it has appreciate 10% by year end. It involves rental yield, maintenance etc.
We will talk more about calculating return for every single asset classes in the future.

]]> By: gokou3 http://kclau.com/investment/portfolio-return-tutorial/comment-page-1/#comment-58961 gokou3 Wed, 23 Jul 2008 05:07:15 +0000 http://kclau.com/?p=724#comment-58961 Perhaps I have read it wrong, but I think you should also list the beginning market values and calculate weightings based on those MV. Perhaps I have read it wrong, but I think you should also list the beginning market values and calculate weightings based on those MV.

]]> By: » Summertime Savings Kids Make Money http://kclau.com/investment/portfolio-return-tutorial/comment-page-1/#comment-45517 » Summertime Savings Kids Make Money Mon, 21 Jul 2008 12:46:58 +0000 http://kclau.com/?p=724#comment-45517 [...] presents How to Calculate Your Investment Portfolio Return, saying, “Article on how to calculate investment returns [...] [...] presents How to Calculate Your Investment Portfolio Return, saying, “Article on how to calculate investment returns [...]

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