| Author |
Message |
karn
Senior Member
Joined: 05/Apr/2010
Online Status: Offline
Posts: 798
|
   Posted: 06/Jul/2010 at 1:23pm |
|
|
|
“Invert, always invert.”
|
 IP Logged |
|
|
|
 |
|
smartcat
Senior Member
Joined: 29/Mar/2007
Location: India
Online Status: Offline
Posts: 4243
|
Posted: 06/Jul/2010 at 4:24pm |
If you want to see CAGR returns for a stock or a portfolio, just open a free account in ValueResearchOnline.com - all you need to do is enter the purchase date, quantity of shares & purchase price of each stock you buy.
Unlike Moneycontrol and other online portfolios, Valueresearchonline shows only the CAGR returns (which makes more sense).
|
|
IP Logged |
|
|
|
karn
Senior Member
Joined: 05/Apr/2010
Online Status: Offline
Posts: 798
|
Posted: 06/Jul/2010 at 4:27pm |
|
i had an old account with valueresearch, mainly for mutual funds. I didn't know they show CAGR. Thanks for the info.
|
|
“Invert, always invert.”
|
|
IP Logged |
|
|
|
Alok Bhola
Senior Member
Joined: 01/Nov/2009
Location: India
Online Status: Offline
Posts: 421
|
Posted: 06/Jul/2010 at 4:42pm |
Originally posted by gauravsinghal2
This formula can be arrived at using very simple maths, and generally CFA level-1 courses have plenty of such practice problems.
|
Actually VIII std school maths book would have plenty of such practice problems....remember the compound interest formula taught in VIII std !
|
|
IP Logged |
|
|
|
adityancs
Senior Member
Joined: 04/Sep/2008
Location: India
Online Status: Offline
Posts: 188
|
Posted: 06/Jul/2010 at 4:52pm |
Originally posted by smartcat
If you want to see CAGR returns for a stock or a portfolio, just open a free account in ValueResearchOnline.com - all you need to do is enter the purchase date, quantity of shares & purchase price of each stock you buy.
Unlike Moneycontrol and other online portfolios, Valueresearchonline shows only the CAGR returns (which makes more sense). |
Thanks for the valuable information. I knew the site only for Mutual fund analysis. During discussion we come to know lot of facts.
|
|
IP Logged |
|
|
|
bullzi
Groupie
Joined: 25/Oct/2006
Location: India
Online Status: Offline
Posts: 45
|
Posted: 06/Jul/2010 at 5:17pm |
Originally posted by basant
A Texas BA II Plus calculator (which I frequently use and which is recommended for Int. CFA ) does the job pretty well but there was some function on Excel which did it that is what I wanted to know.
I just wanted an easy way out instead of plugging in those numbers which is taught in secondary school in any case. P*(1+ r/100) to the power of n.
|
Basantji, you may use XIRR. Refer to: http://www.experiglot.com/2006/10/17/how-to-use-xirr-in-excel-to-calculate-annualized-returns/ http://office.microsoft.com/en-us/excel-help/calculate-a-compound-annual-growth-rate-cagr-HP001122506.aspx
|
|
It's not whether you're right or wrong that's important, but how much money you make when you're right and how much you lose when you're wrong - George Soros
|
|
IP Logged |
|
|
|
deepinsight
Senior Member
Joined: 18/Sep/2006
Online Status: Offline
Posts: 980
|
Posted: 06/Jul/2010 at 5:21pm |
Originally posted by smartcat
If you want to see CAGR returns for a stock or a portfolio, just open a free account in ValueResearchOnline.com - all you need to do is enter the purchase date, quantity of shares & purchase price of each stock you buy.
Unlike Moneycontrol and other online portfolios, Valueresearchonline shows only the CAGR returns (which makes more sense). |
Do they incorporate stock split or bonus etc.? It seems many sites do not reflect such corporate actions.
Edited by deepinsight - 06/Jul/2010 at 5:21pm
|
|
"Investing is simple, but not easy." - Warren Buffet
|
|
IP Logged |
|
|
|
smartcat
Senior Member
Joined: 29/Mar/2007
Location: India
Online Status: Offline
Posts: 4243
|
Posted: 06/Jul/2010 at 5:23pm |
|
You need to mention the split/bonus ratio manually, and it automatically adjusts the price/quantity.
|
|
IP Logged |
|
|
|
Active Topics
Memberlist
Calendar
Search
Help
Register
Login
