Talk:Value averaging

Reader feedback: Discuss the profit/loss of a...
212.179.62.21 posted this comment on 23 January 2014 (view all feedback).

"Discuss the profit/loss of adopting a strict no-sale policy in taxable accounts"

Any thoughts?

Blbarnitz 10:22, 23 January 2014 (CST)

I'm not sure the introduction of asset location is appropriate here. Perhaps this discussion is better for the forum. --LadyGeek 21:02, 23 January 2014 (CST)

Reader feedback: Perhaps a column of IRR next...
64.138.219.186 posted this comment on 28 January 2014 (view all feedback).

"Perhaps a column of IRR next to the current gain column would be helpful."

Any thoughts?

LadyGeek 18:40, 28 January 2014 (CST)

Would this be the return on the gains? IOW:

I tried using IRR, but get a return of 0.15% for Dollar Cost Average, 0.43% for Value Average, and cant' use IRR for Lump Sum. I'm not sure which method is correct (or what I'm doing wrong). --LadyGeek 22:06, 28 January 2014 (CST)


 * I have updated the spreadsheet. My prior confusion was due to not fully understanding the Value Path column. I clarified the title of Column K (Value Path) and added a note. Additional columns to the right of the table are for IRR. The lump sum does not use IRR. --LadyGeek 21:40, 29 January 2014 (CST)