For me it’s a decent match, 28% compounding over 6 years gives a growth factor of 4.4x, which is indeed the case for my folio, so it appears value research total cagr is mostly correct. I think it errs a bit on the lower side, like by 2% or so. Adding back redtape missing values gives cagr of 31%.
Absolute growth looks to be ignoring previous transactions and only looking at current total amount invested and the delta over that.
It’s your money so you should have some clue between such wildly different numbers. 
My transactions are bit easier though, mostly some lumpsum, and then lower order withdrawal only recently, fully invested all the time.
PS: I may be wrong about individual stock cagr comment for value research, looking correctly computed nowadays.
PPS: counting March 2020 bottom as starting point for cagr calculation, the figures are 15x or 145% pa 
| Subscribe To Our Free Newsletter |
