Calculating Your Portfolio's Expected Rate of Return

Haugen Custom Financial Systems is pleased to offer, as a complementary service, an easy to use method to compute the expected return on your portfolio.  We will use our state-of-the-art multi-factor technology and stock prices as of the close of the previous trading day to make the computation.  Our expected stock returns are revised, based on most recent factor exposures each Monday.  Expected returns are revised based on most recent factor exposures and most recent projected factor payoffs at the end of each month. Technically, the horizon period for the expected returns is one month following the time of estimation.  However, based on the simulations published on this web site, the effective duration of our expected returns is considerably longer than one month. 

To compute expected return simply input each stock's ticker and the number of shares you own.  There is a three stock minimum for each portfolio, and a maximum of 80% invested in any one stock.  You can log in anonymously, if you wish, and we will keep a record of your portfolio.  You can return to this site at any time to edit your holdings and see what has happened to your prospects.   

Before calculating a portfolio's return, you must register first.