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Measure, Measure, Measure (4) – Revist
By Create Wealth Through Long-Term Investing and Short-Term Trading  •  January 23, 2011
Singapore Stock Picker said... I did try it. But your example did not show what happens when you sell shares. All three only show, when you add capital. I tried to google for the answer to no avail too... If anyone else has problem you may "google" Uncle8888 for help. LOL XIRR is a tool to track ROC and it is not a tool to track portfolio. For portfolio tracking, you may need to use a separate worksheet to track it. Suggested sample is as follows:
and then you link "Portfolio Value at Closing Price" back to "Portfolio Value" in XIRR.
Read? Measure, Measure, Measure (3) I realize that some of you may have problem using CAGR to measure your performance as you may periodically add more capitals into your portfolio. In this case, you may want to use Microsoft Excel function: XIRR to calculate and return the internal rate of return of ......
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By Create Wealth Through Long-Term Investing and Short-Term Trading
I am 62 yrs old uncle living in HDB heartland who has achieved financial independence @ 56 and finally retired @ 60 from full-time job as employee on 1 Oct 2016. Single household income since 1995 with three children. Eldest son and daughter are now working and youngest son still in his 3nd year Uni in SUTD. I have been doing long-term investing and short-term trading in Singapore stock market only since Jan 2000 so I am that Panda or Koala in the investment world; but I am still surviving well in the wild. I am now executing my Three Taps solution model to maintain sustainable retirement income for life till 2038. Cheers!
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