tag:blogger.com,1999:blog-2875915890415125655.post6451028097960899217..comments2023-05-18T10:37:34.608+01:00Comments on <a href="http://www.retirementinvestingtoday.com">Retirement Investing Today</a>: 2010 Quarter 1 Retirement Investing Portfolio ReviewRetirementInvestingTodayhttp://www.blogger.com/profile/03088383743670046657noreply@blogger.comBlogger7125tag:blogger.com,1999:blog-2875915890415125655.post-73196243432641401592010-04-17T17:31:49.263+01:002010-04-17T17:31:49.263+01:00Note to all readers. I have just realised that I ...Note to all readers. I have just realised that I cannot just divide XIRR by 4 to get Q1 performamce as I mentioned in my comment above.<br /><br />I actually need to use the formula PRR (Personal Rate of Return) = [(1+XIRR Annualised Return)^(# of days/365)]–1. Hope that makes sense. <br /><br />Anyway this means that for Q1 my return was actually 6% which is very close to the mid-point Dietz RetirementInvestingTodayhttps://www.blogger.com/profile/03088383743670046657noreply@blogger.comtag:blogger.com,1999:blog-2875915890415125655.post-38430775884354472692010-04-10T19:52:04.081+01:002010-04-10T19:52:04.081+01:00Hi TF
Thanks for the tip. The XIRR function prov...Hi TF<br /><br />Thanks for the tip. The XIRR function provides an annualised return so running XIRR on my portfolio and then dividing by 4 to correct for just the first quarter reveals a return of 6.6% on my low charge portfolio.RetirementInvestingTodayhttps://www.blogger.com/profile/03088383743670046657noreply@blogger.comtag:blogger.com,1999:blog-2875915890415125655.post-21822931510753081462010-04-10T19:04:30.418+01:002010-04-10T19:04:30.418+01:00Hi Lewis
In my search through the internet the be...Hi Lewis<br /><br />In my search through the internet the best source of historic data on exchange rates that I've been able to find has come courtesy of the Federal Reserve. That's where my USD vs GBP dataset in previous posts comes from. Link here http://www.federalreserve.gov/RELEASES/H10/Hist/<br /><br />Not sure if it can be downloaded via scripts as that's way more techie thanRetirementInvestingTodayhttps://www.blogger.com/profile/03088383743670046657noreply@blogger.comtag:blogger.com,1999:blog-2875915890415125655.post-31755431442780801202010-04-09T16:46:13.556+01:002010-04-09T16:46:13.556+01:00Before you delve too deeply into the Dietz method,...Before you delve too deeply into the Dietz method, I suggest you look into the Excel function XIRR (assuming you use Excel). Depending on which version of Excel you have, you may need to tell Excel to include the optional financial add in pack (no charge).TFhttps://www.blogger.com/profile/12507696615693199821noreply@blogger.comtag:blogger.com,1999:blog-2875915890415125655.post-46578378034422354892010-04-08T13:48:49.664+01:002010-04-08T13:48:49.664+01:00Where do you get your data sets from. One of the f...Where do you get your data sets from. One of the features of my database will be that it will use data sets of "exchange rates" for various units of value, in order to track performance and provide a near-real time value.<br /><br />Ideally, I would like to use data sets that contain a date-time, value (in GBP) and unit (eg. GBP or XAU) field that can be downloaded by a script. Is such Lewishttp://www.google.co.uknoreply@blogger.comtag:blogger.com,1999:blog-2875915890415125655.post-10048412412320378412010-04-07T20:02:16.481+01:002010-04-07T20:02:16.481+01:00Hi Lewis
Glad it was useful.
Feel free to share ...Hi Lewis<br /><br />Glad it was useful.<br /><br />Feel free to share anything you learn as you put your database together and start monitoring your progress.<br /><br />FYI everything to do with my retirement investment strategy is driven from nothing more than a few excel spreadsheets.RetirementInvestingTodayhttps://www.blogger.com/profile/03088383743670046657noreply@blogger.comtag:blogger.com,1999:blog-2875915890415125655.post-74486291021728233242010-04-07T10:00:13.011+01:002010-04-07T10:00:13.011+01:00The link to the Dietz tutorial was very useful.
N...The link to the Dietz tutorial was very useful.<br /><br />Now it's the new tax year, I'll be using a home-made double-ended book-keeping database to store all my financial information for the this coming tax year. The ammount of information that one can extract if one knows how is staggering. I'll be keeping a live running Dietz from now on; this is exactly what I have been trying Lewishttp://www.google.co.uknoreply@blogger.com