How do I correctly calculate ROI when i've added money to my porfotlio slowly over the last two years?

Question

I wish it was as easy as dividing the profit by the total investment but in this case i've been adding money slowly...is there an Excel template I can download or a formula?

Thanks!

Answer 1

for that you have a detials of from which lot what you have bought and how much you have eran on that.

if you want that theni can sand you detail calculation sheet for that.

Answer 2

You can use Holding Period Return.

Calculate periodic return on investment. In your case, you should be able to figure out growth rates on an annual (or any period that suits you) basis. Then when you have annual returns figured out, you can easily calculate the mean (geometric or arithmetic) return of your investment.