On this page is a bond yield to call calculator. It automatically calculates the internal rate of return (IRR) earned on a callable bond assuming it’s called at the first possible time. Importantly, it assumes all payments and coupons are on time (no defaults). Also, find the approximate yield to call formula below. Like with […]
Investing
CAPE, Interest Rates, and Poor Future Returns
Today we’re elated to host this epic guest post from Fat Tailed and Happy, who writes at his eponymous blog. Enjoy! Robert Shiller received a Nobel Prize for linking long term stock returns and valuation. His work has since been proved in numerous economies over the past two centuries. Yet, Shiller’s preferred valuation metric, the […]
Return on Investment (ROI) Calculator
On this page is a return on investment calculator, often abbreviated ROI. Enter a beginning and ending amount and time-frame and we’ll compute your return on investment. Also, we’ll calculate your annual return and absolute investment gain or loss. Return on Investment Calculator Using the Calculator Starting Amount – The initial value of the investment […]
Exchange Traded Fund Total Return Calculator: What Would You Have Today? (US)
On this page is an ETF return calculator which automatically computes total return including reinvested dividends. Enter a starting amount and time-frame to estimate the growth of an investment in an Exchange Traded Fund or use it as an index fund calculator. Additionally, simulate periodic investments into a fund by year, month, week, or day. […]
Stock Total Return and Dividend Reinvestment Calculator (United States)
Below is a stock return calculator which automatically factors and calculates dividend reinvestment (DRIP). Additionally, you can simulate daily, weekly, monthly, or annual periodic investments into any stock and see your total estimated portfolio value on every date. There are over 4,500 American stocks in the database. Data is accurate to within the last 7 […]
If You Always Maxed Out Your 401(k) How Much Money Would You Have?
The 401(k) is one of the best accounts to save a significant amount for retirement in the United States. 401(k) contribution limits are generous, and allow you to shield a healthy amount of income from taxes. However, the majority of people don’t contribute the maximum to their 401(k) – which leads us to ask: what […]
If You Always Maxed Out Your IRA How Much Money Would You Have?
The Individual Retirement Account or IRA is an excellent tax free account available to most American workers. Unlike 401(k)s, IRAs are completely portable and usually have fewer restrictions on the number of investments they allow. They unfortunately come with smaller contribution limits than 401(k)s. Still, most people don’t take full advantage of the accounts… so we […]
A Crucial Part of the Yield Curve Inverted 3/22/2019. What Does it Mean?
The yield curve has been in some type of inversion since December of 2018. In a yield curve inversion, longer dated securities yield less than short term debt. This turns risk on its head – in a well functioning debt market, investors should be paid more to lock up money for a longer time. While […]
Which Yield Curve Should You Watch?
In our last post on the yield curve inverting we discussed differences between a few terms. Specifically, the 5 Year Treasury and the 3 Year and 2 Year Treasury have inverted in recent days. As of 12/07, the 1 year threatens to join the inversion party; 5s1s now sit at a mere .02% difference: 5s3s, […]
The Yield Curve Inverted on 12/03/18 – What Does It Mean?
On December 3, 2018 the US 3 Year Treasury yielded 2.84% annually. Wildly, the 5 Year Treasury yielded 2.83% – that is, the yield incentivized investors to take on 3 year securities instead of 5 years! This rare condition – where a Treasury note of shorter duration pays more interest than a longer note – […]