Comments on: Calculating My Portfolio’s Annualized Return http://www.thedividendguyblog.com/calculating-my-portfolios-annualized-return/ One Guy's Journey to Passive Income Through Dividend Investing Sun, 14 Mar 2010 11:17:23 -0600 http://wordpress.org/?v=2.9.2 hourly 1 By: ROSE http://www.thedividendguyblog.com/calculating-my-portfolios-annualized-return/comment-page-1/#comment-55063 ROSE Fri, 02 Oct 2009 02:01:07 +0000 http://www.thedividendguyblog.com/calculating-my-portfolios-annualized-return/#comment-55063 Can I keep cash in this calculation ? So if I sell a stock that goes into cash that is not a withdrawal, right? And if I use cash to buy another stock that is not a contribution? Can I keep cash in this calculation ? So if I sell a stock that goes into cash that is not a withdrawal, right? And if I use cash to buy another stock that is not a contribution?

]]> By: Investing Carnival #24 | Dividends Value http://www.thedividendguyblog.com/calculating-my-portfolios-annualized-return/comment-page-1/#comment-54390 Investing Carnival #24 | Dividends Value Sat, 14 Mar 2009 23:56:23 +0000 http://www.thedividendguyblog.com/calculating-my-portfolios-annualized-return/#comment-54390 [...] Dividend Guy presents Calculating My Portfolio’s Annualized Return posted at The Dividend Guy Blog, saying, “How I calculate my portfolio’s [...] [...] Dividend Guy presents Calculating My Portfolio’s Annualized Return posted at The Dividend Guy Blog, saying, “How I calculate my portfolio’s [...]

]]> By: Dividend Tree http://www.thedividendguyblog.com/calculating-my-portfolios-annualized-return/comment-page-1/#comment-53925 Dividend Tree Wed, 31 Dec 2008 00:24:08 +0000 http://www.thedividendguyblog.com/calculating-my-portfolios-annualized-return/#comment-53925 TDG, Not including dividends or interest is good only when it is reinvested back into the stocks (and gets accounted in final value). In cases where they are not ploughed back, then dividends and interests need to be included. Is my understanding correct ? Warm Regards, DT TDG,
Not including dividends or interest is good only when it is reinvested back into the stocks (and gets accounted in final value). In cases where they are not ploughed back, then dividends and interests need to be included. Is my understanding correct ?

Warm Regards,
DT

]]> By: Donnie http://www.thedividendguyblog.com/calculating-my-portfolios-annualized-return/comment-page-1/#comment-52771 Donnie Tue, 02 Dec 2008 14:46:09 +0000 http://www.thedividendguyblog.com/calculating-my-portfolios-annualized-return/#comment-52771 Very helpful tool, thank you. And just an FYI, if it keeps coming up with #NAME? in your formula, it means you do not have the Analysis Toolpak add-in. Simply go to Tools->Add-Ins, and select the box for the Analysis TookPak. It will install it, then restart Excel and you're good to go. http://office.microsoft.com/en-us/excel/HP052093411033.aspx Very helpful tool, thank you. And just an FYI, if it keeps coming up with #NAME? in your formula, it means you do not have the Analysis Toolpak add-in. Simply go to Tools->Add-Ins, and select the box for the Analysis TookPak. It will install it, then restart Excel and you’re good to go.
http://office.microsoft.com/en-us/excel/HP052093411033.aspx

]]> By: Dave http://www.thedividendguyblog.com/calculating-my-portfolios-annualized-return/comment-page-1/#comment-51632 Dave Thu, 20 Nov 2008 05:15:33 +0000 http://www.thedividendguyblog.com/calculating-my-portfolios-annualized-return/#comment-51632 I also found problems with Quicken's calculations especially with my investments in US dollars. Good luck trying to get Quicken to calculate the performance of a USD investment in Canadian dollar terms. It would be nice if there was a general way to figure out the performance of each individual investment INCLUDING dividends and interest. Unfortunately I've thought about this and I don't think there is a general way to do it. I also found problems with Quicken’s calculations especially with my investments in US dollars. Good luck trying to get Quicken to calculate the performance of a USD investment in Canadian dollar terms.

It would be nice if there was a general way to figure out the performance of each individual investment INCLUDING dividends and interest. Unfortunately I’ve thought about this and I don’t think there is a general way to do it.

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