The 2017 NASDAQ return was +27.24% calculated from the price index. Using a better calculation which factors in dividend reinvestment, the NASDAQ returned +28.62% in 2017. The 2017 NASDAQ Return: Reinvest Your Dividends The above numbers assume you bought the NASDAQ index on January 3rd, 2017 and sold at close on December 29, 2017. The […]

# Investing

## 2017 Dow Jones Industrial Average Return

The Dow Jones Industrial Average returned +24.39% in 2017. Using a calculation which includes dividend reinvestment, the Dow Jones returned +28.11%. 2017 Dow Jones Industrial Average Return: Reinvest Your Dividends Those numbers from the introduction are accurate for an index purchase on January 3rd, 2017 sold at close on December 29, 2017. Alternatively, if you […]

## 2017 S&P 500 Return

The S&P 500 Price index returned +18.74% in 2017. Using a better calculation which includes dividend reinvestment, the S&P 500 returned +21.14%. The 2017 S&P 500 Return: Buy, Hold and Reinvest The above quoted numbers are accurate if you bought the index at the opening price on January 3rd, 2017 and sold at the closing […]

## Should You Include Your Primary Home in Net Worth?

Yes, when calculating net worth you need to include the value of your home. Proper net worth accounting adds up all assets and subtracts all debts. Primary homes are assets, and debt secured by primary homes is debt. Adding Homes to Net Worth: Confusingly Controversial Although including primary home equity in net worth is correct, […]

## Dividend Discount Model Calculator for Stock Valuation

This page contains a dividend discount model calculator to estimate the net present value of an investment based on the future flow of dividends. You can change the dividend growth rate, discount rate, and the number of cycles of DDM to perform. As a bonus, it additionally includes dividend lookups for 2,000+ publicly listed US […]

## Discounted Cash Flow Calculator for Stock Valuation

This page contains a discounted cash flow calculator to estimate the net present value of an investment. You can vary every aspect of the analysis, including the growth rate, discount rate, type of simulation, and the cycles of DCF to perform. As a bonus, it can look up fundamentals for 2,000+ American publicly listed stocks. […]

## Automatic Graham Number Calculator

On this page is a Graham Number Calculator which can auto-populate and lookup financial information for over 2,000 American Stocks. The calculator works with your inputs to estimate a stock’s fundamental value with Benjamin Graham’s Formula. As a bonus, we also automatically populate annual financial data for earnings and book price for some stock. Automatic […]

## Stock Return Calculator with Dividend Reinvestment (DRIP) for EVERY Stock

Editor: The stock API was deprecated so the latest stock price and dividend information is from MARCH 2018. The current workaround is manually add dividends from there forward. We are searching for an alternative API. Let us know if there is interest in a paid option here (we are also looking for a free option, […]

## Price Weighting Doesn’t Make Sense for Stock Indices

The Dow Jones Industrial Average is composed of 30 stocks meant to “represent” the industrial health of American companies. Some of the companies included on the list are household consumables, such as McDonalds, Nike and Coca-Cola. Other sectors include technology companies such as Microsoft and Apple and financial services, including American Express, JPMorgan, Visa and Goldman […]

## A Look at Inflation Expectations as of 4/20/2017

One category we haven’t visited lately is Treasury breakeven rates. By subtracting the current yield on inflation adjusted securities from the yield on treasuries, you can get an approximation of the market’s current inflation expectations. While this methodology isn’t exact (taxes, timing, estimates, etc…), it’s very easy to calculate and within shouting distance of some […]