Average Returns

[ryanhofrichter]

Hello - I have a question about the formula I should in Excel use for the following situation:

Column A is Name of Investment
Column B is Projected Return
Column C is $ Invested

I want to know the projected return for all investments combined. How do I apply a formula to Columns B and C to solve for this?

Thanks!

[Sam Capricci]

is the projected return a dollar value or a percentage?
and if you are looking for a projected return for all investments combined why are you looking to include the dollars invested?
check the yellow banner at the top and make sure to show your expected result even if it is hand calculated.

[ryanhofrichter]

The projected return will be a percentage.
The dollars invested are important to include because I have different amounts dedicated to different investments.
For example, if I have $100 in investment A at 10% and $900 in investment B at 5%, the combined return is not the average of the two, it's 5.5%.
In the actual spreadsheet, I have dozens of investments.

[Gregb11]

If you're looking for a weighted average, then try this:

Say you have 100 investments starting in A1:

=SUMPRODUCT(B1:B100,C1:C100)/SUM(C1:C100)

[ryanhofrichter]

Thank you!

[AliGW]

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