Calculating Total Expected Return in Excel First, enter the following data labels into cells A1 through F1: Portfolio Value, Investment Name, Investment Value, Investment Return Rate, Investment ...

To truly calculate the total return of an investment, you must include the CGY or CGL and dividend yield. Many brokerages will provide the CGY and total return on investment for the stocks you hold.

Return on Investment (ROI) can help you determine how much you'll have for retirement. Here are key formulas and strategies to plan and maximize your financial future.