DISQUS

Bill · 1 year ago

Nice summary of how to calculate investment returns.

gokou3 · 1 year ago

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

KCLau · 1 year ago

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.

sherin · 1 year ago

Excellent work and very informative. Appreciated

sherin · 1 year ago

Can we have a link exchange?

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

contact: investinternals@gmail.com

KCLau · 1 year ago

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 (爱疯)

Link Robertson · 1 year ago

Good post. Thank you.

http://MyAssociatesDegree.blogspot.com