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Financial Formulas & Rolling Returns in Excel

  1. #1
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    Financial Formulas & Rolling Returns in Excel

    Hello Again!

    After reviewing my data and sheets I am not totally happy with the outcome being correct.

    Would anyone like to assist in organising these numbers as I would be happy to make a donation once the banks reopen.

    Initially I was trying to withdraw 35% of the profits at the 45% profit level and then reinvest these 35% when it falls 33% or more. This works nicely except for 1 occasion in the 20 years so if it was possible to optimise to perform better at the same time that would be ok to. I am more concerned on the drawdown losses than optimising for returns as the returns are juicy enough as they are. I also don't want to over do the pulling and re-adding monies but on the above numbers I would have around 18 pulls and 7 adds over the 20 years I think.

    I would also like to then create a chart showing the performance and also another showing the performance with the cash pulls as a liquidity level.

    If it was then possible to show the annual returns and a few financial ratios/largest drawdown/longest losing period/largest gain/sharp/sortino and anything else you could think of. Also rolling returns maybe interesting as well.

    Thanks for any further help.

    cheers
    gc
    Last edited by gec888; 12-28-2015 at 06:22 AM.

  2. #2
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    Re: Project Assistance

    Your post does not comply with Rule 1 of our Forum RULES. Your post title should accurately and concisely describe your problem, not your anticipated solution.

    Use terms appropriate to a Google search. Poor thread titles, like Please Help, Urgent, Need Help, Formula Problem, Code Problem, and Need Advice will be addressed according to the OP's experience in the forum: If you have less than 10 posts, expect (and respond to) a request to change your thread title. If you have 10 or more posts, expect your post to be locked, so you can start a new thread with an appropriate title.

    To change a Title go to your first post, click EDIT then Go Advanced and change your title, if 2 days have passed ask a moderator to do it for you.

    (This thread should receive no further responses until this moderation request is fulfilled, as per Forum Rule 7)
    Ben Van Johnson

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