回复 8楼adelekt的帖子 Return: M1's performance is based on Money-Weighted Return (MWRR). MWRR is a calculation that tracks performance based on the timing of all incoming and outgoing cash movements of a holding. Larger deposits will have a greater impact on your overall return calculation. Holdings that have been sold will still be included in your overall portfolio performance calculation. This is done in an effort to display how your account has performed for its full life, not only for its current holdings. The money-weighted rate of return (MWRR) is a measure of the performance of an investment. The MWRR is calculated by finding the rate of return that will set the present values (PV) of all cash flows equal to the value of the initial investment. The MWRR is equivalent to the internal rate of return (IRR). MWRR can be compared with the time-weighted return(TWR), which removes the effects of cash in- and outflows. Key Takeaways The money-weighted rate of return (MWRR) calculates the performance of an investment that accounts for the size and timing of deposits or withdrawals. The MWRR is calculated by finding the rate of return that will set the present values of all cash flows equal to the value of the initial investment. The MWRR is equivalent to the internal rate of return (IRR). The MWRR sets the initial value of an investment to equal future cash flows, such as dividends added, withdrawals, deposits, and sale proceeds. How to Calculate Money-weighted Returns https://financetrain.com/how-to-calculate-money-weighted-returns/
M1 定投 https://m1.finance/v2igXOXTOvCQ
https://m1.finance/7mFq7ZXOQffa
自己充钱 自己选股。
这个软件的好处： 1）可以按固定金额买股票，比如10刀买amzn，0.xxx股 2）可以自动定投所有的股票，不需要一个一个计算金额买 3）可以用不用的pie组成不同的组合，分开定投
1) M1的好处就是，只要你9月7日前注册，并转入至少$100,系统就送你$50刀. 2) 你可以选一个Highyield-high risk, moderate yield, middle risk, low yield, low risk的自动组合，自己根据mutual fund, ETF, index de performance, 自己组合一个百分比， 比方你可以买10%的AMZ, 10%GOOGLE, 10% NVID, 10%TSLA; 10%APL etc....； 3）之后随时打钱过去， 系统根据您的组合自动购入百分比的拼盘组合股票; 4) 普通用户系统每天早上会给你买卖一次， 避免了自己的骚操作！
心动不如行动：今天就试试吧https://m1.finance/v2igXOXTOvCQ
所以这个是我盈利最多的 因为不会骚操作 买了放着就完事了
根据你注入资金的时间算。 比方你有100刀， 年底前earn 20刀，回报～20%， 如果你12月1日又投入100刀，现在总成本200刀，一个月后年底12/31总共收益30刀。 您说您的收益率怎么算？
我就是30/200=15%。 它应该会算到30%～
Return: M1's performance is based on Money-Weighted Return (MWRR). MWRR is a calculation that tracks performance based on the timing of all incoming and outgoing cash movements of a holding. Larger deposits will have a greater impact on your overall return calculation. Holdings that have been sold will still be included in your overall portfolio performance calculation. This is done in an effort to display how your account has performed for its full life, not only for its current holdings. The money-weighted rate of return (MWRR) is a measure of the performance of an investment. The MWRR is calculated by finding the rate of return that will set the present values (PV) of all cash flows equal to the value of the initial investment. The MWRR is equivalent to the internal rate of return (IRR). MWRR can be compared with the time-weighted return(TWR), which removes the effects of cash in- and outflows. Key Takeaways The money-weighted rate of return (MWRR) calculates the performance of an investment that accounts for the size and timing of deposits or withdrawals. The MWRR is calculated by finding the rate of return that will set the present values of all cash flows equal to the value of the initial investment. The MWRR is equivalent to the internal rate of return (IRR). The MWRR sets the initial value of an investment to equal future cash flows, such as dividends added, withdrawals, deposits, and sale proceeds.
How to Calculate Money-weighted Returns https://financetrain.com/how-to-calculate-money-weighted-returns/