Money and Finance
In Portfolio Returns - Part I I explained how to use Microsoft Excel to calculate your internal rate of return using the built in XIRR function and gave my returns through close on September 9, 2012. Today I'm going to compare my returns versus investing everything in the SPY ETF.
I was able to compile all the data and crunch the numbers to compare my total returns vs the SPY ETF that tracks the S&P 500. I gathered data from Yahoo! Finance's Historical Prices for the SPY. The historical prices gives the open, high, low, close & adj. close prices corresponding to each date. The adjusted close price is the price adjusted for all dividends and stock splits. It's an easier way to compare total returns without having to gather data for all dividends and closing prices. Yahoo! Help has a good explanation and example calculations of how they calculate the adjusted close price. Now I know that Yahoo! Finance doesn't always have the best information but it's the best that I can get to work with. All returns are calculated through close on September 9, 2012 to be consistent with my previous post.
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- Andrew Smithers On Using Cape In International Markets
Link to Part 1: The problem of Cape and non-US markets (part 1) The cyclically adjusted price-earnings ratio (Cape) has become well known as a way of valuing the US equity market. Its moderate success in this role has led to the assumption that the...
- Starbucks: Buy The Coffee, Wait On The Shares
Starbucks Corporation (NASDAQ:SBUX) has been the top performer in my portfolio compared to the internal rate of return for each position. I initiated a position in the company in April 2014 and have no complaints with the returns. In that time I've...
- Opportunity Knocks To Power Your Portfolio With Eaton Corp. Plc
The industrial sector has taken a beating so far in 2015 and Eaton Corporation (NYSE:ETN) hasn't escaped the damage with the share price declining 26% from its high reached in May of this year. Of course, Mr. Market is a bit irrational from time to...
- Conocophillips Spinoff
Yesterday the ConocoPhillips spinoff into two companies went through. Phillips 66 (PSX) was spunoff from the parent company of Conoco (COP) to create value for shareholders. Phillips 66 is now comprised of the refining and pipeline business while Conoco...
- My Stock Picking Strategy
When I describe my stock picking strategy, many people think it's weird. I wrote about my Stock picking strategy before, you can read it here. Here is my updated list: 1. The stock should pay dividends. I added it as a rule. I still...
Money and Finance
Portfolio Returns - Part II
In Portfolio Returns - Part I I explained how to use Microsoft Excel to calculate your internal rate of return using the built in XIRR function and gave my returns through close on September 9, 2012. Today I'm going to compare my returns versus investing everything in the SPY ETF.
I was able to compile all the data and crunch the numbers to compare my total returns vs the SPY ETF that tracks the S&P 500. I gathered data from Yahoo! Finance's Historical Prices for the SPY. The historical prices gives the open, high, low, close & adj. close prices corresponding to each date. The adjusted close price is the price adjusted for all dividends and stock splits. It's an easier way to compare total returns without having to gather data for all dividends and closing prices. Yahoo! Help has a good explanation and example calculations of how they calculate the adjusted close price. Now I know that Yahoo! Finance doesn't always have the best information but it's the best that I can get to work with. All returns are calculated through close on September 9, 2012 to be consistent with my previous post.
Read more »
- Andrew Smithers On Using Cape In International Markets
Link to Part 1: The problem of Cape and non-US markets (part 1) The cyclically adjusted price-earnings ratio (Cape) has become well known as a way of valuing the US equity market. Its moderate success in this role has led to the assumption that the...
- Starbucks: Buy The Coffee, Wait On The Shares
Starbucks Corporation (NASDAQ:SBUX) has been the top performer in my portfolio compared to the internal rate of return for each position. I initiated a position in the company in April 2014 and have no complaints with the returns. In that time I've...
- Opportunity Knocks To Power Your Portfolio With Eaton Corp. Plc
The industrial sector has taken a beating so far in 2015 and Eaton Corporation (NYSE:ETN) hasn't escaped the damage with the share price declining 26% from its high reached in May of this year. Of course, Mr. Market is a bit irrational from time to...
- Conocophillips Spinoff
Yesterday the ConocoPhillips spinoff into two companies went through. Phillips 66 (PSX) was spunoff from the parent company of Conoco (COP) to create value for shareholders. Phillips 66 is now comprised of the refining and pipeline business while Conoco...
- My Stock Picking Strategy
When I describe my stock picking strategy, many people think it's weird. I wrote about my Stock picking strategy before, you can read it here. Here is my updated list: 1. The stock should pay dividends. I added it as a rule. I still...