Finance Topic - Investment Returns

00:00 Start
00:15 Investment club - Beardstown Ladies
04:45 Investment return objectives
05:45 Time Period Weighted Return (Geometric mean) - cash flows are assumed to occur at the end of each same length time period. Reinvestment is accounted for by increasing the size, aka number of shares, of next periods beginning investment.
08:53 Money Weighted Return (Internal Rate of Return, IRR)
10:13:50 Cash Flows - dividends, coupon payments, interest, investor contributions and distributions
12:23 Detailed comparison of Geometric mean and IRR
16:57 IRR Opportunity Cost (Reinvestment assumption)
20:24:01 Beardstown Ladies - best approach for measuring return, IRR
22:19 Polaris website Investment Plans: Target Return
24:24 Portfolio Return App: Internal Rate of Return (IRR)
26:24 SP500 Analyzer App: Portfolio Expected Return, Adjusted Close, Geometric Return
31:07 Adjusted Close calculation
36:27 Recap of returns shown on website and Apps
37:57 Side by side comparison of returns on website and Apps
40:09 Wrap-up

Видео Finance Topic - Investment Returns канала Polaris Investing