I may want to play , But confused with the rules. (I do understand this year you want to eliminate ETF's )
Q. Does that include also CEF's ETN's, REIT's, Limited Partnerships?
Secondly, The math does not not seem to be adding add up for me (perhaps it's just me).
For Example
I pulled the 2021 spreadsheet and to use the first entry on the sheet as an example -
I have listed Total Return YTD (as of 12/17) beside each security.
Q. I am not understanding how "Column average gain" was derived using "Present Market YTD Total return (12/17) data" for each security
ABBV Total Return YTD 26.66%
KMI Total Return YTD 21.83%
ORC Total Return YTD -4.11% (mortgage REIT)
RETL Total Return YTD 81.82% (ETF)
USDP Total Return YTD 58.72% (Limited Partnership)
Column Average Gain 29.49%
I derive average Total Return YTD for this basket of securities (12/17) is 36.98% (Again it may just be me).
For an identical basket of securities, The Total return will always be higher than that of the price return.
It will be so due to the additional payouts by way of dividends.
Q. Does that include also CEF's ETN's, REIT's, Limited Partnerships?
Secondly, The math does not not seem to be adding add up for me (perhaps it's just me).
For Example
I pulled the 2021 spreadsheet and to use the first entry on the sheet as an example -
I have listed Total Return YTD (as of 12/17) beside each security.
Q. I am not understanding how "Column average gain" was derived using "Present Market YTD Total return (12/17) data" for each security
ABBV Total Return YTD 26.66%
KMI Total Return YTD 21.83%
ORC Total Return YTD -4.11% (mortgage REIT)
RETL Total Return YTD 81.82% (ETF)
USDP Total Return YTD 58.72% (Limited Partnership)
Column Average Gain 29.49%
I derive average Total Return YTD for this basket of securities (12/17) is 36.98% (Again it may just be me).
For an identical basket of securities, The Total return will always be higher than that of the price return.
It will be so due to the additional payouts by way of dividends.