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Learning, Sharing, and Teaching => Investor Alley => Topic started by: Goldy on December 07, 2016, 12:46:52 PM

Title: Investment return tool to settle debate
Post by: Goldy 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?

Title: Re: Investment return tool to settle debate
Post by: Interest Compound on December 07, 2016, 01:16:32 PM

cfiresim.com

portfoliovisualizer.com

Title: Re: Investment return tool to settle debate
Post by: FerrumB5 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