On 8/14/2019, briefly, 2 year Treasuries paid slightly better than 10 year Treasuries: 1.628% vs. 1.619%. By day’s end this brief inversion corrected, and the two yields settled at 1.58% and 1.59% respectively. Still, you can’t un-ring that bell: regardless of the closing price, we witnessed the first 10 year – 2 year inversion since […]
Investing
How Does an Interest Rate Cut Affect the Stock Market?
During their July meeting, the Federal Open Market Committee chose to lower the target Federal Funds Rate to 2% – 2.25% from 2.25% – 2.5%. While the financial press implied this was bullish for stocks, the S&P 500 immediately fell on the news (and Fed commentary). Further, the yield curve remains inverted – or has […]
American Depositary Receipt Calculator: Model an ADR Investment’s Value
On this page is a American Depositary Receipt return calculator which automatically models reinvested dividends. Enter starting investment and dates to estimate the growth of an investment into an ADR. Also, model periodic investments by year, month, week, or day. There are over 350 American Depositary Receipt in our database, updated per ticker in the […]
Dollar Cost vs. Lump Sum Investing: What to Do with a Windfall
Dollar Cost Averaging (DCA) is oft-touted as the savior for all of investing’s problems. Reality, on the other hand, is a bit different – in this post we’ll show why lump sum investing usually beats dollar cost averaging when you have both options. We’ll use the S&P 500 in the United States as an example. […]
Bond Yield to Worst Calculator (YTW)
On this page is a bond yield to worst calculator. Depending on the characteristics of a bond and its current market price, it computes the yield to worst – the worst yield you could see between any call features or maturity (but see the note below). Yield to worst is the lower of yield to […]
Bond Yield to Call (YTC) Calculator
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 […]
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 […]