Level 1 Chartered Financial Analyst (CFA ®): Holding period, money-, and time-weighted returns

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  • Опубліковано 26 жов 2024

КОМЕНТАРІ • 15

  • @arnaudray4446
    @arnaudray4446 5 років тому +4

    I recently found your channel and I just need to tell you how much I appreciate the time and effort that you dedicate to all of your videos. Incredibly valuable resources ! Thanks again

    • @bionicturtle
      @bionicturtle  5 років тому +1

      We're so glad you find the channel useful, that's our goal! Thank you,

  • @abhishekbal399
    @abhishekbal399 2 роки тому

    It’s a shame David is not in the CFA Space.
    David Harper and Bill Campbell are gems

  • @ihabziyad8611
    @ihabziyad8611 5 років тому

    I take long time to find you , , you are great channel for CFA

  • @angelbishop5180
    @angelbishop5180 4 роки тому

    Very helpful-Thanks so much!

  • @angelbless45
    @angelbless45 5 років тому +1

    This is amazing.. TY very much!

    • @bionicturtle
      @bionicturtle  5 років тому

      Thank you, so glad it's helpful!

  • @vitawater4259
    @vitawater4259 Рік тому

    Is there some way where xirr can be calculated on excel on a periodic basis while getting around the contiguity problem that function has?

  • @Bobylly
    @Bobylly 2 роки тому

    Thanks Mr. turtle!

  • @ayeayemar19
    @ayeayemar19 9 місяців тому

    what kinda calculator can be used for CF function to calculate IRR? Mine is 991ES plus but it doesn't include this function.

  • @tonyd8707
    @tonyd8707 5 років тому +1

    The $119 purchase at the beginning of year 2 is an arbitrary number, correct?

    • @bionicturtle
      @bionicturtle  5 років тому

      Hi Anthony, Yes that is correct. Actually, all of the share prices (i.e., $100 then $119 and $124) are arbitrary. Even the $3.00 dividend is illustrative. Although it's perhaps natural to maintain it at $3.00 dring the second year, it might have alternatively grown in the second year. So, really all of the share prices and dividends are arbitrary in the sense they are INPUTS into the calculation. And this is confirmed by the fact that i highlighted their cells in YELLOW in excel (I tend to color inputs in YELLOW). Thank you!

    • @tonyd8707
      @tonyd8707 5 років тому

      @@bionicturtle Appreciate the punctual response, sir.

  • @alishabeerali5709
    @alishabeerali5709 5 років тому

    Thanks for your Lectures , can you do End of Chapter questions

  • @chilledmoulestr7075
    @chilledmoulestr7075 2 роки тому

    huh-huh huh, he said dividend