Retirement village operators

[Snow Leopard]

Trying out Sharesights new 'Share Checker' performance of $10,000 invested - up to 20 years of data, total returns

At closing price 21/10/2022, if you had invested $10,000 on ...

Company	Invested Date	Capital Gain	Dividends	Total Return
RYM	22/10/2002	$238,525	$66,484	$305,010
	per annum	119.18%	33.22%	152.40%
SUM	1/11/2011	$58,014	$7,283	$65,297
	per annum	52.82%	6.63%	59.45%
ARV	18/12/2014	$3,789	$4,488	$8,277
	per annum	4.83%	5.72%	10.54%
OCA	5/05/2017	$633	$2620	$3253
	per annum	1.16%	4.79%	5.95%

What's the lesson here? Time in the market?

That someone's maths is well off.

Assuming the capital + dividend amounts ARE correct then the per annum for RYM is 18.8%.

[Baa_Baa]

That someone's maths is well off.

Assuming the capital + dividend amounts ARE correct then the per annum for RYM is 18.8%.

They have two options, 'percent simple' and 'percent compounded'. I used %simple. You're right with %compounded. What's the difference for a non-maths expert?

%compounded
Attachment 14259

%simple
Attachment 14260

[winner69]

time in the market is the maybe the best game baabaa posed

The $10,000 invested in OCA at the IPO will be $315,000 in 2037 if it performs as well as RYM over 20 years

That's a 24% annual return from where it is at the moment

Sorry baabaa I don't think you little exercise really showed that

[Snow Leopard]

They have two options, 'percent simple' and 'percent compounded'. I used %simple. You're right with %compounded. What's the difference for a non-maths expert?

%compounded
Attachment 14259

%simple
Attachment 14260

I would suggest that 'simple' growth/return figures are only useful for short terms of less than one year.

F'rinstance something I hold on the ASX rose 69% in two days whilst I sat in a tree house and photgraphed Proboscis Monkeys.

To annualise that would give a percentage that was:
a/ ludicrous
b/ unsustainable.

But the RYM 152% pa return actually tells you NOTHING, even standing alone. You do not consistently or even on average achieve that return per year.

SUM 'only' manages a simple return of 59% per annum on that sheet. SO, is it only 1/3rd (ish) as good as RYM?

No.

The timescales for the two are very different and this gives the totally misleading numbers.

On a levelling up compound growth you get
SUM @ 20% pa
RYM @ 19% pa

which as we all know is a lot closer to what we would expect - they are very similar, long term, in performance. (Future performance may differ from reported figures etc).

PB.jpg
Proboscis Monkey from the Tree House.

[Ggcc]

time in the market is the maybe the best game baabaa posed

The $10,000 invested in OCA at the IPO will be $315,000 in 2037 if it performs as well as RYM over 20 years

That's a 24% annual return from where it is at the moment

Sorry baabaa I don't think you little exercise really showed that

Hope so. I’ll be a multi millionaire

[Bjauck]

...
PB.jpg
Proboscis Monkey from the Tree House.

Are they the monkeys that are supposed to look like sunburnt dutchmen?

[Snow Leopard]

Are they the monkeys that are supposed to look like sunburnt dutchmen?

Yes. In Indonesia they are known as 'Orang Belanda' [Dutchmen] because of their red faces and big noses.
The Dutch were the colonial occupiers of Indonesia.

[Bjauck]

Yes. In Indonesia they are known as 'Orang Belanda' [Dutchmen] because of their red faces and big noses.
The Dutch were the colonial occupiers of Indonesia.

The Brits were lucky they arrived in Borneo later!

[winner69]

....DELETED .... might repost later

[justakiwi]

Just as you may, following the down-rampers

...then following the rampers who have been already been seduced means you'll often end up in the crap.