Unlocking TIPS: Calculate Total Return Like a Pro!
Автор: David Johnk
Загружено: 2024-02-25
Просмотров: 533
Unlock the secrets of Treasury Inflation-Protected Securities (TIPS) and learn how to calculate your total return, both in dollars and percentage, like a finance pro! In this detailed tutorial, I walk you through a real-world example from the "M Finance" textbook to demystify the process using Excel. Perfect for students and investors seeking to deepen their understanding of TIPS and inflation impact on investments.
👉 PLEASE NOTE: In our journey to unravel the calculation mysteries, a few hiccups were encountered. I openly discuss these moments to ensure you're getting the most accurate and transparent information.
📌 Important Notes:
We explore the basics of TIPS, including coupon rates, CPI adjustments, and how to calculate cash flows.
Understand the significance of semiannual payments and how inflation affects your investment's value.
✨ Here's what you'll learn:
How to set up your Excel sheet for success.
Step-by-step guide on calculating purchase price, coupon payments, and sell price.
The easy way to determine your total dollar return and total return percentage.
🔗 While I've strived for precision, "I found out" that errors can sneak in. Rest assured, the core concepts and calculations presented are solid and will guide you correctly. Always remember, investing involves risks and there's no guarantee of future performance. This tutorial is for educational purposes based on historical data.
🙋♂️ If you found this video helpful, consider supporting my work through "https://www.buymeacoffee.com/DrDavidJ...". Every coffee counts!
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Your journey to financial literacy and Excel mastery starts here. Let's dive in and calculate those returns together!
#FinancialLiteracy #MidyearCouponPayment #FaceValue #CouponRate #ReferenceCpi
CHAPTERS:
0:01 - Introduction to TIPS
0:27 - Understanding TIPS Basics
2:55 - Calculating TIPS Cash Flows
7:00 - TIPS Total Return Analysis
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