This article, Time Weighted Returns Vs Money Weighted Returns was originally posted here. He is a veteran community member on InvestingNote, with username known as ThumbTack Investor.
TIME WEIGHTED RETURNS VS MONEY WEIGHTED RETURNS
I think probably 70% of the people here don’t really calculate their returns.
Certainly not the traders with multiple transactions, cos it is a mammoth task doing so.
The vast majority of the remaining 30% are probably calculating it wrongly (Wrongly, that is, if you are using your ROI and comparing it to active managers)
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We’re excited to announce that we’ve just updated an entirely new, sleek and comprehensive portfolio for everyone!
Key features include:
- dividend tracking
- comparisons with STI index
- portfolio composition
- sector breakdowns
- all open, closed positions and current holdings
- importing and exporting via CSV format
- cash balance
- currency denomination
- multiple portfolios
Note that this is currently only available on website. We will update this to our iphone and android apps very soon. Please bear with us.
Good things must share! Help us spread the word!
This latest workshop in our series, is all about helping retail investors focus on key criteria in the stock selection and portfolio allocation process by using a solid checklist.
Serious investing requires the investor to do his homework.
Every piece of homework done needs to follow a structure. Like the great Benjamin Graham and Warren Buffet, great investors always have a plan.
Like the saying goes…”Failing to plan, is planning to fail.”
This is the workshop that teaches you how to plan your portfolio, by first creating the most crucial part of the plan: the checklist.
Whether you’re a totally newbie or an experienced investor, having a solid investing checklist is necessary because it will set the criteria, tone and structure to pick the best stocks and also manage the worse threat faced by investors when it happens – Fear.
In this session, we will share with you how you should build your own portfolio using this 10-step checklist.
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