Time-Weighted Rate of Return (TWRR)
July 13th, 2017 Posted by criseldar Stocks Portfolio No Comment yetTime-Weighted Rate of Return (TWRR) on Portfolio
Time-Weighted Rate of Return (TWRR) is a method to measure the performance of the portfolio over the time period invested. The summary of the results on the portfolio list we maintained is seen below in a table. These companies we are monitoring has a recommendation of a Buy in the articles we wrote and published in the website. Totem has started publishing articles from as early as 2012. Each company has a recommendation for a Buy and a template was created to monitor the returns and we assumed all these companies had a 100 shares Buy from the date the article was published was also the date of purchase.
The following Cris Portfolio is one of the three portfolio lists that is being monitored, maintained and updated periodically. This is part of my training in Totem.
TWRR
| Period | Cost | Value | Overall
Return |
Days | Annual
Return |
||
| 08-12-2012 | 12-31-2012 | 68,199 | 64,884 | -4.86% | 141 | -0.40% | 0.996000 |
| 12-31-2012 | 12-31-2013 | 130,528 | 141,587 | 8.47% | 365 | 1.71% | 1.017078 |
| 12-31-2013 | 12-31-2014 | 155,792 | 174,716 | 12.15% | 365 | 2.42% | 1.024157 |
| 12-31-2014 | 12-31-2015 | 160,853 | 183,189 | 13.89% | 365 | 2.74% | 1.027443 |
| 12-31-2015 | 08-31-2016 | 161,200 | 187,392 | 16.25% | 244 | 2.12% | 1.021177 |
| 08-31-2016 | 09-30-2016 | 161,200 | 184,224 | 14.28% | 30 | 0.23% | 1.002287 |
| 09-30-2016 | 10-31-2016 | 161,200 | 179,672 | 11.46% | 31 | 0.19% | 1.001920 |
| 10-31-2016 | 11-30-2016 | 161,200 | 184,224 | 14.28% | 30 | 0.23% | 1.002287 |
| 11-30-2016 | 12-31-2016 | 161,200 | 179,672 | 11.46% | 31 | 0.19% | 1.001920 |
| 12-31-2016 | 01-31-2017 | 317,069 | 332,186 | 4.77% | 31 | 0.08% | 1.000824 |
| 01-31-2017 | 02-28-2017 | 317,069 | 354,834 | 11.91% | 28 | 0.18% | 1.001799 |
| 02-28-2017 | 03-31-2017 | 317,069 | 371,784 | 17.26% | 31 | 0.28% | 1.002819 |
| 03-31-2017 | 04-30-2017 | 317,069 | 381,453 | 20.31% | 30 | 0.32% | 1.003169 |
| 04-30-2017 | 05-31-2017 | 317,069 | 413,624 | 30.45% | 31 | 0.47% | 1.004712 |
| 1753 | 11.24% | ||||||
Furthermore,
The above table shows an overall time-weighted rate of return (TWRR) of 11.24 percent. Above all, following our recommendations from the beginning with all the companies written and published on the company’s website. Likewise, you might have the same time-weighted rate of return of 11.24 percent.
We invite you to monitor our company and investment analysis through the written articles on our website: totemtalk.com
Thank you for reading.