uInvest in Chrome with OffiDocs
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DESCRIPTION
uInvest provides the capacity to easily analyze the performance of any investment.
It applies basic input variables to build an investment analysis by year.
Investment performance is converted to equivalent current year values enabling the actual investment performance to be determined.
By developing forecast projections it is possible to identify when investment performance spikes or dips.
This acts as a strong buy / sell indicator.
By following a sell at the spikes and buy at the dips strategy overall return can be enhanced.
uInvest allows you to: Determine the apparent and actual return achieved by an investment over time.
Project the value of an investment in future and current equivalent terms.
Apply what if scenarios to test the impact of investment decisions.
Compare the performance of alternative investments.
Consider the impact of taxation on investments.
Plot investment parameters over time.
Improve investment buy / sell / hold decisions.
Identify when investment performance varies from projected goals and take actions accordingly.
Analysis and comparison of all investment types and combinations is available including: Equity / Share investments.
Property / Real Estate investments.
Cash investments.
Retirement funds.
Recurring investments.
Capital Growth and Income investments.
The ability to consider all investment types allows the performance of each investment to be assessed, forecast, monitored and reviewed.
This enables informed buy / sell / hold decisions to be made.
uInvest and supporting documentation are not investment advice and should not be applied in isolation.
As with all forecasting methodologies the results are only as good as the input provided.
Developing a benchmark for investment performance provides a powerful tool to determine optimum investment timing.
A regular review (monthly, annually) of current investment performance against your projections allows buying and selling opportunities to be identified.
For example you purchase $10,000 of shares and build an analysis for this investment.
You consider the long term Capital Growth of these shares to be 5% pa resulting in an end of Year 1 projected Asset Value of $10,500 (5% Capital Growth).
One year after purchase you review your investment.
If at this time the actual asset value (share price) is substantially higher than $10,500 a sell opportunity is indicated.
If at this time the actual asset value (share price) is substantially lower than $10,500 a buy opportunity is indicated.
However these actions should only be considered if you are comfortable with the input variables you applied in the investment analysis and believe that over the long term they remain valid.
Also if you sell you need to have a better performing investment in which to place your funds.
Or if you add to your investment its future performance relative to alternative investment options should support this.
With investment analysis and regular reviews you can take control of the investment process and maximize overall performance.
Additional Information:
- Offered by bizpep.com
- Average rating : 5 stars (loved it)
- Developer This email address is being protected from spambots. You need JavaScript enabled to view it.
uInvest web extension integrated with the OffiDocs Chromium online