Talk About Network

Google


Register and Login
Nick
Password
Register create new account Sign up is FREE and you can post replies, new topics, bookmark posts and more!
Recover lost password


Investments > Financial Planning > Re: Rate of ret...
Latest [ Topics | Posts ] Archive Post A New Topic Post a Reply
<< Topic < Post Post 7 of 14 Topic 4124 of 4250
Post > Topic >>

Re: Rate of return since Aug of 1999

by Ron Rosenfeld <ronrosenfeld@[EMAIL PROTECTED] > Apr 27, 2008 at 02:30 PM

On Sun, 27 Apr 2008 11:45:49 -0500, "Walter_Slipperman"
<WalterS@[EMAIL PROTECTED]
> wrote:

>Here is what the page looks like that he sends me:
>_______________________________________________________________________
>****tfolio Internal Rate of Return
>
>Annualized ****tfolio Return                             from  08/16/99 to

>04/24/08 = 6.62%
>
>****tfolio Internal Rate of Return -  This is the result of the
calculation 
>to solve for the rate of return which would maek an account from its
intial 
>value to its ending over a particular period of time. It measures
****tfolio 
>growth over time and is directly comparable to other familiar returns
such 
>as that of a bank account.

1.  Clearly the 6.62% represents an annualized return, as I suspected, and
not a "total" return.

2.  I don't know what "maek" means and don't understand that sentence.
There's probably a typo in that sentence, and maybe a missing word or
phrase, too.

3.  Unless he is including your contributions as part of the growth, as I
wrote before, these results are much better than that of the S&P500 Total
REturn index, and with less volatility.

4.  Your results are not as good as the S&P MidCap 400 and SmallCap 600
Total return indices but, again, the volatility of your returns is much
better, in keeping with your desire for a more conservative position. 
--ron

--------------------------------------
Misc.invest.financial-plan is a moderated newsgroup where Moderators
strive
to keep the conversations on-topic for financial planning. Other posting
guidelines include a request for brevity and another for trimming posts to
which we respond.  For all of the other tips and suggestions, see "FROM
THE
MODERATORS: Posting to misc.invest.financial-plan", a weekly post now on
the
Newsgroup.
 




 14 Posts in Topic:
Rate of return since Aug of 1999
"Walter_Slipperman&q  2008-04-26 18:57:02 
Re: Rate of return since Aug of 1999
joetaxpayer <joetaxpay  2008-04-26 19:29:10 
Re: Rate of return since Aug of 1999
PeterL <po.ning@[EMAIL  2008-04-27 05:58:34 
Re: Rate of return since Aug of 1999
Ron Rosenfeld <ronrose  2008-04-27 06:01:04 
Re: Rate of return since Aug of 1999
"Walter_Slipperman&q  2008-04-27 11:45:49 
Re: Rate of return since Aug of 1999
joetaxpayer <joetaxpay  2008-04-27 12:52:52 
Re: Rate of return since Aug of 1999
Ron Rosenfeld <ronrose  2008-04-27 14:30:56 
Re: Rate of return since Aug of 1999
"Walter_Slipperman&q  2008-04-29 04:04:03 
Re: Rate of return since Aug of 1999
Ron Rosenfeld <ronrose  2008-04-29 07:12:31 
Re: Rate of return since Aug of 1999
Don <dwzimm@[EMAIL PRO  2008-04-27 15:40:28 
Re: Rate of return since Aug of 1999
BreadWithSpam@[EMAIL PROT  2008-04-27 18:36:19 
Re: Rate of return since Aug of 1999
"rick++" <ri  2008-04-28 13:11:31 
Re: Rate of return since Aug of 1999
"Walter_Slipperman&q  2008-04-29 04:04:13 
Re: Rate of return since Aug of 1999
Ron Rosenfeld <ronrose  2008-04-29 07:45:18 

Post A Reply:
  Go here to Signup

AddThis Feed Button


About - Advertising - Contact - Frequently Asked Questions - Privacy Policy - Terms of Use - Signup

Contact
tan12V112 Sun Jul 20 4:50:16 CDT 2008.