Calculating portfolio returns has been a hot, or at least a warm, topic on the FI blogs recently, in particular with regard to accounting for regular and / or ad-hoc additions and withdrawals of cash to and from the portfolio.
Yesterday, I stumbled across this page link on one of the investing forums.
https://www.bogleheads.org/wiki/Calculating_personal_returns#GoogleDocs
On this page, you can download a free Excel spreadsheet in which you can select a current or historical start date and then populate all the relevant cells with end-of-month valuations, contributions and withdrawals.
The spreadsheet and its formulae & formatting is not protected in any way, so although it's initially populated with examples using US dollars, it's very easy to get in there and change the cell formats etc to suit any currency.
So, armed with the data from my own portfolio spreadsheets, I copied and pasted all the values into this Bogleheads sheet. If you're starting from scratch, then you could either link this spreadsheet to your own or just use it as a standalone calculator.
06 February 2019
High Yield Portfolio - what's in a name ?
A High Yield Portfolio (HYP) seems to me a harmless and
generic name for any group of investments cobbled together in an attempt to
bring in above-average income. Until
recently I had no idea of the origin of the term, which is common enough in the
FI blogs and even the MSM.
However, to the boys over at The Lemon Fool forum, HYP is a
religion. It has its own messiah, texts,
rules, specific and tightly-moderated forum boards and a gaggle of hard-line disciples,
with a kill-the-heretic mentality for anyone daring to suggest actually selling
portfolio shares or including investment trusts etc.
The constant bitching that goes on between the strict
adherents and the heretics is actually quite amusing. Check it out, they're in top form at the minute ...
It reminds me of Graham Chapman in the Life of Brian asking
'are you the Judean People's Front ?'
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