Question

How to compare my Investopedia stock market returns with the s&p 500 returns at a $100...

How to compare my Investopedia stock market returns with the s&p 500 returns at a $100 level when my portfolio is changing as I buy different stocks through a period of time? So basically I want to create a chart with 2 lines for each.

So let's say I have $10,000 to invest when trading starts on Monday and I make the following trades through the week. I buy $4000 of apple stock on one Monday, then $4000 of Delta airlines stock some other Tuesday, and $1000 of Facebook also on a Friday  (so I have 1,000 to spare). When the trading "ends", how would you answer the above question?

I am not well versed in Excel so as much detail you could provide would be greatly appreciated. Thank you for taking the time.

Homework Answers

Answer #1
Portfolio Chart
Day Amount Invested SPDR S&P 500 ETF (SPY) IRR IRR Remarks
Monday Apple stock $ 4000 8.3 25.4 Stocks have good IRR prevailed in the market
Tuesday Delta Airlines Stock $ 4000 8.9 10.04 That is also good stock but less beneficial as compared with Apple Stock
Friday Face Book Stock $ 1000 17.5 2463.2 This is the best stock in the total portfolio we have as it has best IRR and Best S&P IRR
Bank Balance In hand $ 1000
Total Portfolio $ 10000
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