Portfolio is a collection of investments held by an institution or a private individual. This tool calculates the return on the assets.

Calculator of Portfolio Investment

Return on Respective Assets:
R1(%) =
R2(%) =
R3(%) =
Weighting of the Assets:
W1(%) =
W2(%) =
W3(%) =
Return On Portfolio = (%)

Formula of Portfolio Investment

Return on Portfolio = [ ( ( R1 * W1 ) / 100 ) + ( ( R2 * W2 ) / 100 ) + ( ( R3 * W3 ) / 100 ) ]

Where,

  • r1,r2,r3 = Return on Respective Assets.
  • w1,w2,w3 = Weighting of the Assets.

Calculation of the return on assets is made easier. Free Portfolio Investment Calculator Online.

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