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9.7 Average Annualized Return
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The spreadsheet above provides a way to calculate the "Gain", "Time a Position was Held' and the
"Average Annual Return" when the Dates and Amounts are entered in the spreadsheet.
Many investment portfolios have too many securities held for long periods of time, have gained value
in that time, but failed to have a criteria to determine when to sell or continue holding so many securities.
The "Average Annual Return" is calculated with the formula in Section 4.1 or by using the link to a
website to perform the "compound interest" calculation.
The "Annual Return" column in the above spreadsheet can be sorted by descending order to povide
a means to compare and see which positions in the portfolio are under-performing.
