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Portfolio Investment Calculation

Portfolio is a collection of investments held by an institution or a private individual. This tool calculates the return on the assets.

Related Calculators


Portfolio Investment Calculator

Return on Respective Assets:
R1(%)
R2(%)
R3(%)
Weighting of the Assets:
W1(%)
W2(%)
W3(%)
Return On Portfolio= (%)

 
   
  



Formula:

Return on Portfolio = [ ( ( R1 * W1 ) / 100 ) + ( ( R2 * W2 ) / 100 ) + ( ( R3 * W3 ) / 100 ) ]

Where,
r1,r2,r3 = Return on Respective Assets.
w1,w2,w3 = Weighting of the Assets.

Calculation of the return on assets is made easier. Free Portfolio Investment Calculator Online.