Personal tools

lump sum return

2 posts
  • Personal Investment Performance (PIP) calculation on by Alex, [FAQ] Hatena Bookmark

    It’s that time of the year again — people are going to be receiving statements from their retirement plans (including the Thrift Savings Plan) showing how much money they have made (or lost) within the past year. The confusing part is that, even if you had stayed within a particular fund for the entire year, [...]

  • Reported returns do not account for new investments on by Alex, [FAQ] Hatena Bookmark

    Question: Does the (3rd party) tracker you’re using “purchase” additional amounts each period?  It looks like it just changes the existing/starting allocation, so that the comparison is like the usual “$10k invested at time x and then manipulated with our portfolio strategy would be worth $y today”.  But that’s not really how your Newsletter works.  [...]