Systematic Investing Group

[Conrad]

Hi LC,

Because there is buying and selling I think you have to do some type of IRR calculation to get a annualized return, just not sure of how to go about it.

Interesting that I saw your latest discussions on this.
As you may have noticed from my past remarks to Latstarter on my ROTAI Yield Percentage I might add to my earlier post that the ROTAI is identical to the IRR you refer to, although I have developed it on my own as I did not understand IRR at the time I needed it.

I use it in my Windows Vortex AIM and I have also to implemented it in my Excel spreads.

If you are interested I can explain how it works. It is similar to the ROCAR that Tom Veale has invented but not identical. . .over time the ROCAR and the ROTAI diverge. . .ROTAI being actually more accurate for the long term investments.

My spread sheets are no longer provided free of charge but I could explain to you how it works for setting up in Excel in a private message.

Regards,
Conrad

PS:
You also can use the IRR from the Excel Function Library. . .it requires some experimentation to get “the hang” of it though but that is also the case with my ROTAI.


Regards