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How to Calculate Your Investment Portfolio Return?

Started by KCLau · 11 months ago

Let’s say you invest in several asset classes. Your gold investment gives over 100% return last year. Your stock investment turned sour since the beginning of this year. The apartment you rented out gives you a consistent return month after month because of your loyal tenants. Many type of investment, all with different return. So how do you know ... Continue reading »

7 comments

Bill
11 months ago

Nice summary of how to calculate investment returns.

reply

gokou3
11 months 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.

reply

KCLau
11 months 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.

reply

sherin
9 months ago

Excellent work and very informative. Appreciated

reply

sherin
9 months ago

Can we have a link exchange?

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

contact: investinternals@gmail.com

reply

KCLau
9 months 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 (ç±ç¯)

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