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2013 Portfolio Performance

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dzwm87 Offline

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#62

03-01-2014, 06:43 PM

(03-01-2014, 06:01 PM)grubb Wrote: Same same but different!

FMs use the NAV method because clients subscribe at different dates i.e. different NAV.

For individual investors, XIRR is the most convenient method. You don't even need to value the portfolio when you inject/withdraw cash. (or at the most annually to break down the year on year returns)

Sure didn't know about that!

So will both method lead to the same result?

"Criticism is the fertilizer of learning." - Sir John Templeton

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2013 Portfolio Performance - by felixleong - 26-12-2013, 02:17 PM

RE: 2013 Portfolio Performance - by CityFarmer - 26-12-2013, 02:44 PM

RE: 2013 Portfolio Performance - by felixleong - 26-12-2013, 04:01 PM

RE: 2013 Portfolio Performance - by CityFarmer - 26-12-2013, 05:01 PM

RE: 2013 Portfolio Performance - by CityFarmer - 31-12-2013, 04:31 PM

RE: 2013 Portfolio Performance - by CityFarmer - 07-01-2014, 11:19 AM

RE: 2013 Portfolio Performance - by corydorus - 07-01-2014, 11:35 AM

RE: 2013 Portfolio Performance - by shn - 26-12-2013, 08:21 PM

RE: 2013 Portfolio Performance - by VestedInterest - 26-12-2013, 08:53 PM

RE: 2013 Portfolio Performance - by shn - 27-12-2013, 06:09 AM

RE: 2013 Portfolio Performance - by CityFarmer - 27-12-2013, 09:36 AM

RE: 2013 Portfolio Performance - by Dividend Warrior - 27-12-2013, 10:11 AM

RE: 2013 Portfolio Performance - by CityFarmer - 27-12-2013, 10:37 AM

RE: 2013 Portfolio Performance - by Dividend Warrior - 27-12-2013, 11:07 AM

RE: 2013 Portfolio Performance - by ForeverAlone - 27-12-2013, 10:32 AM

Re: RE: 2013 Portfolio Performance - by smallcaps - 27-12-2013, 11:43 AM

RE: 2013 Portfolio Performance - by CityFarmer - 27-12-2013, 01:18 PM

RE: 2013 Portfolio Performance - by Dividend Warrior - 27-12-2013, 01:56 PM

RE: 2013 Portfolio Performance - by CityFarmer - 27-12-2013, 04:34 PM

RE: 2013 Portfolio Performance - by Dividend Warrior - 27-12-2013, 06:06 PM

RE: 2013 Portfolio Performance - by felixleong - 28-12-2013, 09:33 AM

RE: 2013 Portfolio Performance - by felixleong - 27-12-2013, 02:13 PM

RE: 2013 Portfolio Performance - by godjira1 - 27-12-2013, 06:00 PM

RE: 2013 Portfolio Performance - by lvpierre - 27-12-2013, 09:16 PM

RE: 2013 Portfolio Performance - by CityFarmer - 27-12-2013, 09:34 PM

RE: 2013 Portfolio Performance - by Some-one - 28-12-2013, 12:02 AM

RE: 2013 Portfolio Performance - by felixleong - 28-12-2013, 09:30 AM

RE: 2013 Portfolio Performance - by Some-one - 31-12-2013, 10:11 PM

RE: 2013 Portfolio Performance - by CY09 - 28-12-2013, 10:28 AM

RE: 2013 Portfolio Performance - by kazukirai - 29-12-2013, 08:01 PM

RE: 2013 Portfolio Performance - by pianist - 29-12-2013, 09:25 PM

RE: 2013 Portfolio Performance - by weijian - 30-12-2013, 12:14 AM

RE: 2013 Portfolio Performance - by kazukirai - 30-12-2013, 09:52 PM

RE: 2013 Portfolio Performance - by dtane - 30-12-2013, 09:12 AM

Property Crash!!! - by chialc88 - 30-12-2013, 10:40 AM

RE: 2013 Portfolio Performance - by Stocker - 30-12-2013, 11:02 AM

2013 Portfolio Performance - by chialc88 - 30-12-2013, 12:34 PM

RE: 2013 Portfolio Performance - by godjira1 - 30-12-2013, 02:13 PM

RE: 2013 Portfolio Performance - by valuebuddies - 30-12-2013, 04:10 PM

RE: 2013 Portfolio Performance - by felixleong - 30-12-2013, 10:09 PM

RE: 2013 Portfolio Performance - by CY09 - 30-12-2013, 10:17 PM

RE: 2013 Portfolio Performance - by felixleong - 30-12-2013, 10:33 PM

RE: 2013 Portfolio Performance - by GPD - 31-12-2013, 04:02 AM

RE: 2013 Portfolio Performance - by CityFarmer - 31-12-2013, 09:51 AM

Re: RE: 2013 Portfolio Performance - by smallcaps - 31-12-2013, 09:21 AM

RE: 2013 Portfolio Performance - by kayaroti - 31-12-2013, 01:54 PM

RE: 2013 Portfolio Performance - by corydorus - 31-12-2013, 02:23 PM

RE: 2013 Portfolio Performance - by cyclone - 31-12-2013, 03:15 PM

RE: 2013 Portfolio Performance - by CityFarmer - 31-12-2013, 04:22 PM

RE: 2013 Portfolio Performance - by cyclone - 31-12-2013, 04:40 PM

RE: 2013 Portfolio Performance - by CY09 - 31-12-2013, 04:46 PM

RE: 2013 Portfolio Performance - by pianist - 31-12-2013, 09:01 PM

RE: 2013 Portfolio Performance - by opmi - 31-12-2013, 04:32 PM

RE: 2013 Portfolio Performance - by cyclone - 31-12-2013, 05:00 PM

RE: 2013 Portfolio Performance - by yawnyawn - 02-01-2014, 06:56 PM

RE: 2013 Portfolio Performance - by thinknotleft - 02-01-2014, 08:24 PM

RE: 2013 Portfolio Performance - by pianist - 02-01-2014, 09:49 PM

RE: 2013 Portfolio Performance - by dzwm87 - 02-01-2014, 10:27 PM

RE: 2013 Portfolio Performance - by thinknotleft - 02-01-2014, 10:44 PM

RE: 2013 Portfolio Performance - by newyorkcityboy - 03-01-2014, 04:57 PM

RE: 2013 Portfolio Performance - by jovialger - 03-01-2014, 05:20 PM

RE: 2013 Portfolio Performance - by dzwm87 - 03-01-2014, 05:45 PM

RE: 2013 Portfolio Performance - by grubb - 03-01-2014, 06:01 PM

RE: 2013 Portfolio Performance - by dzwm87 - 03-01-2014, 06:43 PM

RE: 2013 Portfolio Performance - by corydorus - 03-01-2014, 07:33 PM

RE: 2013 Portfolio Performance - by CityFarmer - 03-01-2014, 07:57 PM

RE: 2013 Portfolio Performance - by grubb - 03-01-2014, 10:35 PM

Re: RE: 2013 Portfolio Performance - by smallcaps - 03-01-2014, 06:53 PM

RE: 2013 Portfolio Performance - by opmi - 07-01-2014, 12:03 PM

RE: 2013 Portfolio Performance - by smallcaps - 07-01-2014, 12:34 PM

RE: 2013 Portfolio Performance - by GPD - 07-01-2014, 12:50 PM

RE: 2013 Portfolio Performance - by corydorus - 07-01-2014, 01:08 PM

RE: 2013 Portfolio Performance - by smallcaps - 07-01-2014, 02:05 PM

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