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The rate of return on a portfolio can be calculated indirectly as the weighted average rate of return on the various assets within the portfolio. [3] The weights are proportional to the value of the assets within the portfolio, to take into account what portion of the portfolio each individual return represents in calculating the contribution of that asset to the return on the portfolio.
The %If Unchanged Return calculation determines the potential return assuming a covered call position's stock price at option expiration is the same as at initial purchase. The %If Assigned Return calculation assumes the price of the stock is equal to or greater than the strike price of the sold call option.
The order in which the loss and gain occurs does not affect the result. For a return of +20%, followed by −20%, this again has an average return of 0%, but an overall return of −4%. A return of +100%, followed by −100%, has an average return of 0% but an overall return of −100% since the final value is 0.
The historical average stock market return, as measured by the S&P 500, generally hovers around 10 percent annually before adjusting for inflation, and about 6 to 7 percent when adjusted for ...
Return on investment (%) = (current value of investment if not exited yet or sold price of investment if exited + income from investment − initial investment and other expenses) / initial investment and other expenses x 100%. Example with a share of stock: You bought 1 share of stock for US$100 and paid a buying commission of US$5.
This contrasts with the total return, which does take into account the income generated in the portfolio. Often, when the return of a stock market index is quoted in the press, the quoted returns concern price returns, rather than the total returns. Examples are the S&P 500 and the MSCI EAFE, which are typically quoted in terms of price return. [1]
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The company expects that transaction to be immediately accretive to its earnings, cash flows, and return of capital per share. To that end, it recently boosted its quarterly dividend by 34%.