Compute XIRR (annualized return) of stocks and stock portfolio with this sheet!

We are delighted to announce a new spreadsheet that can be used to evaluate the annualised return (XIRR) of individual stocks and that of a stock portfolio after properly taking into account corporate actions like dividends, stock splits, bonuses, buybacks and rights issues. We had recently published an example using this sheet: Stock XIRR Example:…

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Select Stocks Using the Joel Greenblatt Magic Formula

Version 3 of the freefincal excel stock screener now includes the Joel Greenblatt Magic Formula Screener. This quickly allows you to select quality companies available at attractive prices. The screening can be done index-wise. sector-wise and market-cap-wise. The financial data is obtained from Value Research and the multiple screens available have been created with the help…

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How to calculate annualized return (XIRR) from a stock investment

In this post, I discuss how to calculate the annualized return from a stock investment after accounting for corporate actions like dividends, stock splits, bonuses, buybacks and rights issues. I have made a calculator that will compute the annualized return (CAGR for single investments, IRR for periodic investments and XIRR or investments on random dates)…

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Pros & Cons of Finding Stocks with Earnings Power for Long-Term Profits

In this guest post, R. Srivatsan discusses the pros and cons of using a stock valuation technique known as Earnings Power Box, introduced by Hewitt Heiserman, Jr, in his book,  “It’s Earnings That Count: Finding Stocks with Earnings Power for Long-Term Profits”. Regular readers maybe aware that Srivatsan has already introduced the technique in his first post:  It’s…

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Automated Earnings Power Stock Analysis With Screener.in data

The freefincal automated stock analyzer (screener.in edition) now has now auto-generates Hewitt Heiserman Jr.’s Earnings Power Box, thanks to efforts of R. Srivatsan, who explained how to identify good business from bad one using it: It’s Earnings That Count: Forget the next Infy; Can you identify the next Satyam? I had previously published a version that uses morningstar…

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Automated Stock Analysis with the Earnings Power Box

The 13th edition of the freefincal stock analyzer now auto-generates Hewitt Heiserman Jr.’s Earnings Power Box, thank to efforts of Rs. Srivatsan, who explained how to identify good business from bad one using it in yesterdays guest post: It’s Earnings That Count: Forget the next Infy; Can you identify the next Satyam? The automated stock analyzer pulls financials…

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It’s Earnings That Count: Can you identify the next Satyam?

In this guest post, R. Srivatsan explains how to differentiate a good business from a bad one, using a stock valuation technique known as Earnings Power Box, introduced by Hewitt Heiserman, Jr, in his book,  “It’s Earnings That Count: Finding Stocks with Earnings Power for Long-Term Profits”.  Following his suggestion, I have added this feature in the…

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Download Nifty Historical Data: Price, Total Returns, PE, PB and Div Yield

Pranav Date, who played a key role in the development of monthly returns, consistency and capture ratios, has now developed a fantastic one stop shop solution for downloading Nifty historical data: the price data from 59 NSE indices, the total returns (dividends reinvested) Nifty 50 index, PE, PB and dividend yield ratios  for 51 indices and the…

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Automated Stock Analysis with MoneyControl Financials

Use this Excel sheet to automatically download stock financial data from Moneycontrol for analysis. This sheet was prepared many months ago, but I did not come around to complete it. Regular readers may be aware that automated stock analyzers using screener.in and morningstar.in are available with multiple valuation methods. In the current edition, I have not…

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