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Post by squeezedmiddle on Nov 21, 2018 8:58:07 GMT
Can someone guide me as to how to work out my actual return over a period of time? I've put some money in over a period of time (so no single start date).
Thank you very much for your help
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bigfoot12
Member of DD Central
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Post by bigfoot12 on Nov 21, 2018 9:13:47 GMT
I personally tend to use the CSV download from my bank, and then I can use the same procedure for any investment. Or you can download the information from AC.
You need a list of every transfer you made into and out of AC, you also need the current value of your portfolio and a possible adjustment for defaults. Perhaps payments into AC are negative and payments out and the final valuation are positive.
Put these into a spreadsheet, with the date of the valuation for the valuation and use a function such as XIRR() (on LibreOffice, similar functions on Excel) to calculate the IRR.
BTW: no need for this to be in the private section of AC, the information is general
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Post by Ton ⓉⓞⓃ on Nov 21, 2018 9:20:29 GMT
Can someone guide me as to how to work out my actual return over a period of time? I've put some money in over a period of time (so no single start date). Thank you very much for your help
Is there any reason you asked this question here rather out on the public board (or forum)? If there isn't; we'll probably move it out so everyone can benefit or try and answer.
Tony
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Post by squeezedmiddle on Nov 21, 2018 9:44:43 GMT
Please feel free to move to public forum. Thanks
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Post by GSV3MIaC on Nov 21, 2018 10:14:07 GMT
Please feel free to move to public forum. Thanks Done.
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SteveT
Member of DD Central
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Post by SteveT on Nov 21, 2018 11:11:27 GMT
Can someone guide me as to how to work out my actual return over a period of time? I've put some money in over a period of time (so no single start date). Thank you very much for your help An old explanation of how the XIRR function in Excel needs to be fed. If the data were in cells A1-B5, the function would be =XIRR(B1:B5,A1:A5)
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