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Hi Hewitt or anyone
I was very motivated by your ideas and have started adding some appropriate columns to my portfolio tracking spreadsheet. When doing that I realised I was missing an element I consider essential, the fourth dimension, time. Perhaps my thinking in too tainted by my options trading or my predilection for CAGR, but after determining the intrinsic value or equivalent I realised I really need to apply a time value to derive my CAGR.

As an example WMT may have an IV of $71 and ER of 48%. If this move takes 2 years I like the CAGR of 22%, but if it takes three years I'm not so happy with 14% CAGR (yes call me greedy if you will), but my point is I think a timeframe is essential and wonder what your or anyone's thoughts is on that.

Kind Regards
Dean
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