Backtesting Stocks & ETF Averages Spreadsheet
Spreadsheet to quickly calculate scheduled annual investments with a video tutorial
*** Digital Download: Google Sheets ***
Do you budget for annual savings and investments but can't decide when and where to invest it? This spreadsheet allows you to look at the past 12 month performance of a stock, ETF or index fund to help you decide. Whether you are trying to determine where to invest your TFSA, RRSP, ISAs or Roth IRA for maximum returns or are looking for an optimal window for annual contributions, this spreadsheet will take some of the guesswork out of your decision.
The spreadsheet analyzes a stock and a proposed annual contribution amount to help you plan potential future investment at an optimal interval.
It calculates the Average Price of the stock over the past 365 days and returns:
• Daily, Weekly, Bi-weekly, Monthly and Bi-monthly average prices if an investment had been executed at a regular interval.
• It also displays the number of stocks that could have been purchased per interval, to help plan future purchases.
• 1x Spreadsheet: Historical prices of the stock or ETF, averages, quantities bought per interval
• 2x Charts: The stock price over the past year, and the weekly % price move.
The pdf has links to google drive where the spreadsheets can be copied.
*** Enter Values into cells that have a WHITE background colour only***
This chart is ideal for investors who want to quickly compare the benefits of regularly scheduled investment in the stock market.
Check out the video demo: