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Measuring Investment Performance: In Accounts with Deposits or Withdrawals - Softcover

Jacobson, Harold

 
9781491830239: Measuring Investment Performance: In Accounts with Deposits or Withdrawals
Softcover
ISBN 10: 1491830239 ISBN 13: 9781491830239
Publisher: AuthorHouse, 2013

Synopsis

The simple formula for Return on Investment during a period---the one you probably know by heart---does not compute in the presence of cash flows (deposits or withdrawals) during the period. The author examined the modification by Joseph Dietz in 1966 to incorporate cash flows, but his approach is not exact. The more recent Time Weighted Return method circumvents cash flows exactly. Finally, the Internal Rate of Return method includes all cash flows and their dates. All methods can give different values and they do have different meanings. This book explains the equations behind all methods mentioned and instructs on the construction of a personal spreadsheet. Alternately, Excel spreadsheets may be obtained from the author's email address. Finally, the reader's stock broker may have the methods installed on company computers, and will provide help in accessing and using them. For all alternatives, this book provides insight into each method and its interpretation.

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Publisher
AuthorHouse
Publication date
2013
Language
English
ISBN 10 
1491830239
ISBN 13 
9781491830239
Binding
Paperback
Number of pages
60