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The rate of return on a portfolio can be calculated indirectly as the weighted average rate of return on the various assets within the portfolio. [3] The weights are proportional to the value of the assets within the portfolio, to take into account what portion of the portfolio each individual return represents in calculating the contribution of that asset to the return on the portfolio.
Let P t be the price of a security at time t, including any cash dividends or interest, and let P t − 1 be its price at t − 1. Let RS t be the simple rate of return on the security from t − 1 to t.
Return and rate of return are sometimes treated as interchangeable terms, but the return calculated by a method such as the time-weighted method is the holding period return per dollar (or per some other unit of currency), not per year (or other unit of time), unless the holding period happens to be one year. Annualization, which means ...
There’s a simple way to estimate how quickly your investment will double in the stock market: the rule of 72. With the rule of 72, you simply divide 72 by the annual rate of return and get the ...
An appropriate use is to make daily/weekly adjustments to a bond mutual fund price series to determine running total return. The formula for SEC 30-day yield is = [(+)]. Where: a = dividends and interest collected during the past 30 days
Return on investment (ROI) or return on costs (ROC) is the ratio between net income (over a period) and investment (costs resulting from an investment of some resources at a point in time). A high ROI means the investment's gains compare favorably to its cost.
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