Author Topic: Investment return tool to settle debate  (Read 630 times)

Goldy

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Investment return tool to settle debate
« on: December 07, 2016, 12:46:52 PM »
My friend and I were having a debate about historic returns (read lump sum vs DCA) and while I can find calculators that will tell you what your ROI was if you invested in say June 2000 I can't find anythign that estimates ROI if you invested money monthly, quarterly, or even annualy.  Do you guys know of any calculators that can do this?

Interest Compound

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Re: Investment return tool to settle debate
« Reply #1 on: December 07, 2016, 01:16:32 PM »
cfiresim.com

portfoliovisualizer.com

FerrumB5

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Re: Investment return tool to settle debate
« Reply #2 on: December 07, 2016, 01:20:17 PM »
https://www.daveramsey.com/blog/investment-calculator/#/advanced_entry_form

Say you both have 1200 to invest. Starting from zero.
Case 1: 1/1/2017 invest all 1200, yearly compounding: $1284 12/31/2017
Case 2: on 1st of every month invest 100, monthly compounding $1246 12/31/2017