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Investing

Posts on investing have been core to the site since the beginning. Investing is intimately connected to net worth, as it can earn you income passively while you work your own day job.

On this page, you'll find return calculators for individual equities as well as indices, funds, and commodities. You'll discover valuation tools and indicators. And finally, you'll encounter definitions, commentary, and answers clarifying some mysteries of investing.

Investment Return Calculators

It's surprisingly hard to find historical market returns on various securities, indices, and commodities. In these posts, we've tracked down market data sources and provided investment history in an easy to use form. Where appropriate, these tools also include the effects of dividend and coupon reinvestment – and often inflation as well.

Individual Security Returns

These posts track the historical return of individual securities. If you're looking to estimate how an ADR, stock, Exchange Traded Fund, or Closed End Fund performed over a given time-frame, start here. These tools include the effects of reinvested coupon payments and dividends.

Index Returns

When you look at the price return of an index, you're missing the accumulated (and significant) effect of reinvested dividends or coupons. These tools compute the historical total return of various stock and bond indices.

Commodity and Cryptocurrency Returns

Commodities and cryptocurrencies all have a value as well – the market-clearing price traders where traders agree. These posts look at the historical returns of litecoin, bitcoin, and various commodities, including optional inflation adjustment.

Valuation Tools

Fundamental to investing is the concept of value – "if I sold this today, what would it be worth?". Whether you're computing discounted cash flows or theoretical yields, this section is for you. Have fun with valuation tools for bonds, stocks, funds, markets... and even gambling.

Index Valuation

Unlike bonds, modeling index valuation is more art than science. These measures attempt to build a rough model of a company, index, or company stock market's intrinsic value to guess whether it's appropriate to invest.

Bond Valuation

Bonds and fixed income securities are straightforward to model. These posts contain tools to value bonds based on the present value of their cash flows, teach the backing formulas, and show where the models can break down.

Valuation Tools

In theory, an investment's value is the present value of its future cash flows. In practice? It's whatever someone will pay.

These calculators help you with the theory, if not the edges of the practice. Use these value stocks, bonds, and anything with a revenue stream. Or, use these tools to assist in placing bets or allocating a portfolio.

Investment Returns

These posts are retrospective looks at past returns on an index, commodity, or cryptocurrency. Beyond a typical return report, they include a discussion of total return, including dividend reinvestment.

Find more years in the Investment Return Archives

Investing Definitions, Research, and Answers

Our take on investing research & interesting questions.

Does Dollar Cost Averaging Work? How Should You Use It?
How Does an Interest Rate Cut Affect the Stock Market?
Dollar Cost vs. Lump Sum Investing: What to Do with a Windfall
CAPE, Interest Rates, and Poor Future Returns
The Relationship Between Bear Markets and Recession
What is a Bear Market? How Long Do They Last?
Long Run Yield Curve Inversions, Illustrated (1871-2018)
A Linear Scale and Round Numbers are Misleading While Investing
Should You Always Just Stay in 100% Stocks?
Can Bond Spreads Predict Stock Returns?
Did Donald Trump Beat the S&P 500 With His Career Net Worth Increases?
What Type of Investors Perform Best?
Active vs. Passive Funds: The Indexing Grudge-match
Can You Grow Wealth with Stocks? A Case Study.
Dollar Cost Averaging: When Not Playing the Game Can Make You a Winner
The Risk Spread Premium - (Almost) A Century of Data
More on Shiller's CAPE vs. The Ten Year Treasury Yield
How to Beat Investing or Gambling
The Curse of Success(ful Investing)
What Stock Market Returns Can You Expect?
Who Will Rate the Raters? The Analyst Crisis on Wall Street.
The Efficient Market Hypothesis is Flawed
Don't Use Leveraged ETFs. All About Danger and the Constant Leverage Trap.
When You Should Hold Municipal Bonds in Your Portfolio (And Why!)
What is a Master Limited Partnership?
Know the Signs! Pyramids and Ponzis...
Exotic Investing: Closed End Funds
Investing in the 79th Element

Don't Quit Your Day Job...

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