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Re: Trad Vintages When Converting IRA / Rolling Over 403(b)? ats5g  07-06-2008, 8:23 AM | Post #2535959
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syplatt:

Would be interested in how close your method matches T/C's number.

It's pretty close. I used to call once in a while to get it as you suggest, but I'd rather not call unless there's something more important to talk about. My method always comes out a little bit less than the percentage suggests, but that may be due to compounding that I can't figure in. But I do accurately forecast how many dollars it will advance each day or week.

I like that a whole lot better than trying to figure out how long its going to take me to get back to square one on my equity funds, even though it's boring. I can't even remember when I made anything on equities; that is; for the last 8 years. Only TREA worked for me since Spring of 2000.

Sy

 

Sy,

 

Instead of multiplying by 325, just raise the daily rate by 325, like:

[(1+daily rate)^365] - 1 = yearly rate.

 

- Alec
 

Topics compounding dollar Equity funds View Complete Thread
 
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