Annualized Returns with Periodic Investments in Excel

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I've wanted to calculate this for my portfolio for some time, but didn't know how to do it, so thank you for showing it.

puneetjuneja
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Very practical information. I 'm to be applied in my portfolio. Thanks for teaching.

williama.rivera
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Question ! - How do you account for realising a gain in the middle of the year. Does the realised gain get included into your Ending balance? And what about the return of the principal when realising the gain ?

kevin
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