Comments on: How to Calculate Your Personal Rate of Return http://allfinancialmatters.com/2006/04/28/how-to-calculate-your-personal-rate-of-return/ A personal finance blog dedicated to discussing such topics as budgeting, asset allocation, 401K, IRA, cash flow, insurance, financial planning, portfolio management, and other areas in personal finance. Fri, 20 Nov 2009 19:56:44 -0800 http://wordpress.org/?v=abc hourly 1 By: FinancialGuruOnline.com » Don’t Give up on Dollar-Cost Averaging! http://allfinancialmatters.com/2006/04/28/how-to-calculate-your-personal-rate-of-return/comment-page-1/#comment-344046 FinancialGuruOnline.com » Don’t Give up on Dollar-Cost Averaging! Thu, 07 Aug 2008 00:41:18 +0000 http://allthingsfinancialblog.com/?p=653#comment-344046 [...] personal rate of return, you need to add in the purchase dates. The easiest way to do this is with Excel’s XIRR function. I ran the function myself. Here are the [...] [...] personal rate of return, you need to add in the purchase dates. The easiest way to do this is with Excel’s XIRR function. I ran the function myself. Here are the [...]

]]> By: Don’t Give up on Dollar-Cost Averaging! | AllFinancialMatters http://allfinancialmatters.com/2006/04/28/how-to-calculate-your-personal-rate-of-return/comment-page-1/#comment-336398 Don’t Give up on Dollar-Cost Averaging! | AllFinancialMatters Mon, 21 Jul 2008 18:28:36 +0000 http://allthingsfinancialblog.com/?p=653#comment-336398 [...] personal rate of return, you need to add in the purchase dates. The easiest way to do this is with Excel’s XIRR function. I ran the function myself. Here are the [...] [...] personal rate of return, you need to add in the purchase dates. The easiest way to do this is with Excel’s XIRR function. I ran the function myself. Here are the [...]

]]> By: Annie http://allfinancialmatters.com/2006/04/28/how-to-calculate-your-personal-rate-of-return/comment-page-1/#comment-232002 Annie Mon, 11 Feb 2008 17:06:48 +0000 http://allthingsfinancialblog.com/?p=653#comment-232002 Thank you- I really needed this today for a pow-wow with my broker! Thank you- I really needed this today for a pow-wow with my broker!

]]> By: Zia http://allfinancialmatters.com/2006/04/28/how-to-calculate-your-personal-rate-of-return/comment-page-1/#comment-193068 Zia Wed, 19 Dec 2007 21:58:43 +0000 http://allthingsfinancialblog.com/?p=653#comment-193068 If I know my XIRR how do I find out my investments? I put in the money at the beginning of the year. If I know my XIRR how do I find out my investments? I put in the money at the beginning of the year.

]]> By: Jose http://allfinancialmatters.com/2006/04/28/how-to-calculate-your-personal-rate-of-return/comment-page-1/#comment-94462 Jose Wed, 04 Apr 2007 16:12:26 +0000 http://allthingsfinancialblog.com/?p=653#comment-94462 This is a really fast way to see how my overall 401K is performing. Thanks for the help. This is a really fast way to see how my overall 401K is performing. Thanks for the help.

]]> By: Dogberry http://allfinancialmatters.com/2006/04/28/how-to-calculate-your-personal-rate-of-return/comment-page-1/#comment-68487 Dogberry Tue, 30 Jan 2007 07:06:04 +0000 http://allthingsfinancialblog.com/?p=653#comment-68487 Thanks so much for the quick tutorial on this formula. I was just wanting to calculate this for a couple of my funds. Quicken shows a loss on the fund but only because the reinvestments are counted as 'new money' - so I bought the fund in October for $1800 and it is now worth $2000 but quicken says I am down $167 dollars because my 'cost basis' is $2167 even though I have only put in $1800. Thanks so much for the quick tutorial on this formula. I was just wanting to calculate this for a couple of my funds.

Quicken shows a loss on the fund but only because the reinvestments are counted as ‘new money’ – so I bought the fund in October for $1800 and it is now worth $2000 but quicken says I am down $167 dollars because my ‘cost basis’ is $2167 even though I have only put in $1800.

]]> By: Marissa http://allfinancialmatters.com/2006/04/28/how-to-calculate-your-personal-rate-of-return/comment-page-1/#comment-68354 Marissa Tue, 30 Jan 2007 00:39:33 +0000 http://allthingsfinancialblog.com/?p=653#comment-68354 Need ASAP help with calculating a few problems: 1) Company A pays a dividend of $2.40 and its stock price is expected to remain constant at $16. What rate of return will an investor enjoy by owning the stock? 2) Company B pays a dividend of $12. Its stock is expected to grow in price at a rate of 4%. how much should you pay for the stock if your expected rate of retun is 12%? Help is desperately needed, and greatly appreciated! Need ASAP help with calculating a few problems:

1) Company A pays a dividend of $2.40 and its stock price is expected to remain constant at $16. What rate of return will an investor enjoy by owning the stock?

2) Company B pays a dividend of $12. Its stock is expected to grow in price at a rate of 4%. how much should you pay for the stock if your expected rate of retun is 12%?

Help is desperately needed, and greatly appreciated!

]]> By: AllFinancialMatters » Blog Archive » Question From a Reader - Calculating Returns http://allfinancialmatters.com/2006/04/28/how-to-calculate-your-personal-rate-of-return/comment-page-1/#comment-66110 AllFinancialMatters » Blog Archive » Question From a Reader - Calculating Returns Wed, 24 Jan 2007 19:37:46 +0000 http://allthingsfinancialblog.com/?p=653#comment-66110 [...] This is fairly easy to do in Excel. This particular calculation is called the Personal Rate of Return. I did a tutorial on this last April, which you can read here. Just remember for the formula to work, you must have both negative and positive numbers. So, I would enter any deposits you make into the account as negative numbers and withdrawals (such as the $20 account fee you mentioned) as positive numbers. [...] [...] This is fairly easy to do in Excel. This particular calculation is called the Personal Rate of Return. I did a tutorial on this last April, which you can read here. Just remember for the formula to work, you must have both negative and positive numbers. So, I would enter any deposits you make into the account as negative numbers and withdrawals (such as the $20 account fee you mentioned) as positive numbers. [...]

]]> By: Erik’s aktie blog » Blog Archive » Beregning af afkast i % http://allfinancialmatters.com/2006/04/28/how-to-calculate-your-personal-rate-of-return/comment-page-1/#comment-60789 Erik’s aktie blog » Blog Archive » Beregning af afkast i % Sat, 06 Jan 2007 17:01:51 +0000 http://allthingsfinancialblog.com/?p=653#comment-60789 [...] Kilde: AllFinancialMatters [...] [...] Kilde: AllFinancialMatters [...]

]]> By: AllFinancialMatters » Blog Archive » Figuring Your Personal Rate of Return http://allfinancialmatters.com/2006/04/28/how-to-calculate-your-personal-rate-of-return/comment-page-1/#comment-59963 AllFinancialMatters » Blog Archive » Figuring Your Personal Rate of Return Wed, 03 Jan 2007 04:05:29 +0000 http://allthingsfinancialblog.com/?p=653#comment-59963 [...] The Finance Buff has a very interesting post that details a simple formula that you can use to estimate your personal rate of return. I blogged about this very topic last year but my formula was incredibly detailed and would be a major pain for most people to use. To compute FB’s formula, the only information you need is: [...] [...] The Finance Buff has a very interesting post that details a simple formula that you can use to estimate your personal rate of return. I blogged about this very topic last year but my formula was incredibly detailed and would be a major pain for most people to use. To compute FB’s formula, the only information you need is: [...]

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