Comments on: How to Calculate Your Investment Portfolio Return?

By: kevin george

kevin george — Tue, 20 Apr 2010 16:25:34 +0000

i just want to know about the calculation of return on portfolio

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Sun, 14 Feb 2010 07:11:15 +0000

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By: Link Robertson

Link Robertson — Mon, 03 Nov 2008 23:03:38 +0000

Good post. Thank you.

http://MyAssociatesDegree.blogspot.com

By: KCLau

KCLau — Wed, 24 Sep 2008 14:45:13 +0000

Sorry that I don't exhange link at this moment. I'll probably link to
your article when it is appropriate.

www.kclau.com
Via iphone (Ã§ÂˆÂ±Ã§Â–Â¯)

By: sherin

sherin — Wed, 24 Sep 2008 14:22:52 +0000

Can we have a link exchange?

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

contact: investinternals@gmail.com

By: sherin

sherin — Wed, 24 Sep 2008 14:19:49 +0000

Excellent work and very informative. Appreciated

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Sat, 16 Aug 2008 11:54:27 +0000

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Carnival of 20-Something Finances - July 28, 2008 | Weak Wallet — Wed, 30 Jul 2008 19:16:01 +0000

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By: KCLau

KCLau — Wed, 23 Jul 2008 06:27:49 +0000

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

gokou3 — Wed, 23 Jul 2008 05:07:15 +0000

Perhaps I have read it wrong, but I think you should also list the beginning market values and calculate weightings based on those MV.

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Rich Life Carnival #6 | Your Finish Rich Plan - A Personal Finance Blog — Sun, 20 Jul 2008 03:39:59 +0000

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By: Bill

Bill — Fri, 18 Jul 2008 20:18:39 +0000

Nice summary of how to calculate investment returns.

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Finance Fiesta #7: Mamma Mia Edition | LivingAlmostLarge — Thu, 17 Jul 2008 13:55:26 +0000

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By: RockYourVote.net

RockYourVote.net — Tue, 15 Jul 2008 11:38:30 +0000

Tutorial: How to Calculate Investment Portfolio Return with Excel Spreadsheet | Personal Finance Money Tips…

article on how to calculate investment portfolio returns. Why it is important to do so….

By: investlah.com

investlah.com — Tue, 15 Jul 2008 11:35:28 +0000

Tutorial: How to Calculate Investment Portfolio Return with Excel Spreadsheet | Personal Finance Mon…

How to calculate investment returns. Why it is necessary to do such calculations…