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) and would like to use this post for its beta release.
This is an update to the fantastic Nifty One-stop shop created by Pranav Date. Now you can download historical total returns index (TRI) data (dividends assumed to be reinvested) of 52 NSE Indices. You can also download the price history, from 59 Indices, PE, PB and Div Yield data of 51 NSE Indices and the India Vix Volatility. Thanks to Jatin Visaria for informing about NSE now offering TRI data.
Before we begin, You Can Be Rich Too With Goal Based Investing is now 30% OFF at Amazon (hardcover ₹ 278) and at Flipkart . The Kindle edition(you can use the free app to read it). is available for only ₹90.74. The Google Play Store edition (read on PC/Tab/mobile) is also available for the same price. Grab them before the offer ends!
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 Earnings That Count: Forget the next Infy; Can you identify the next Satyam?. Since then he has come up with ways to automate the Earnings Power Box calculation using morningstar financials and then with screener.in financials.
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 financials.
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A few days ago, I had published the 13th edition of the freefincal stock analyser that auto-generates Hewitt Heiserman Jr.’s Earnings Power Box, thanks to the efforts of Rs. Srivatsan, who explained how to identify good business from bad one using it in a guest post: It’s Earnings That Count: Forget the next Infy; Can you identify the next Satyam? This is an update to that sheet after correcting a couple of issues.