Blogspot - seannchine.blogspot.com - DIY Investment with Excel
General Information:
Latest News:
CAGR Calculation Sample for Stock N 22 Aug 2011 | 06:54 pm
1. Tabulate your cashflow 2. Sum up all outflow Total investment: 3224.48+3224.48+4646.38+4377.63 = RM15,472.97 3. Sum up all holding share Total holding share: 10000+10000+10000+24000+7500 = 61,5...
Financial Planning for a 30s Unmarried Woman 31 Mar 2011 | 08:52 am
0) Background: To illustrate how a plan is tailored to a working woman's future expectations, I profile a 33-year-old Catherina, unmarried Singaporean PR. She has an annual income of SGD33,000 and a ...
CAGR Calculation 24 Dec 2010 | 12:44 am
Simple CAGR Calculation You invested $10,000 in a portfolio on Jan 1, 2005. Let's say by Jan 1, 2006, your portfolio had grown to $13,000, then $14,000 by 2007, and finally ended up at $19,500 by 200...
Foreign Land Investment 8 Dec 2010 | 02:41 am
Last Friday I had an appointment with a foreign land investment agent. Below is my finding: pro: Term: suitable for Long term investor, typically over 5 years. Liquidity - provide an option to high...
What is a Comprehesive Financial Planning 6 Nov 2010 | 05:19 pm
The outline of a comprehensive financial planning consists of 1. Executive Summary - brief summary of the result, recommendation and action plan for the cash-flow management, risk/insurance, educati...
Portfolio Management - Expected Return and Risk Calculation 3 Nov 2010 | 02:08 am
Due to most of my friends do not know how to calculate the portfolio risk, so I revisit the variance-covariance matrix construction. Hopefully every body can benefit from it. Step 1: Data Collection ...
Investment Start Age, Compound Interest and Personal Investment Strategy 1 Nov 2010 | 03:01 am
Investment start age plays an important role in final return. Let us assume annual return of an investment is consistent. The investment vehicles in this discussion are fixed deposits - 2.5% p.a, EPF ...
Portfolio Value Calculation - Using Excel Import External Data 9 Oct 2010 | 09:28 pm
To calculate the portfolio value which consists of number of stocks, unit trust and others derivatives, and it could be in different currency, Excel provides the easiest and faster way to perform the ...
Android Application FREENPVIRR 2.19 Tutorial - A Free NPV, IRR, XNPV, XIRR and Date Different Calculator 16 Sep 2010 | 03:44 am
1.0 BACKGROUND In finance, the net present value (NPV) of a time series of cash flows, both inflow and outflow, is defined as the sum of the present values (PVs) of the individual cash flows. In the ...
4 Steps To Creating A Better Investment Strategy (Diverted From Investopedia) 27 Aug 2010 | 02:04 pm
To be a professional in investment, understanding about your own character, believe, risk-return and investment strategy are crucial. That is why I like CFA courses which provides good knowledge abou...
