initial_investment_pv
- property PortfolioDCF.initial_investment_pv
The discounted value (PV) of the initial investments at the historical first date.
- Returns:
- float or None
The discounted value (PV) of the initial investments at the historical first date.
Examples
>>> # Get discounted PV value of `initial_investment` for a portfolio with 4 years of history (at 2020-04). >>> pf = ok.Portfolio(["EQMX.MOEX", "SBGB.MOEX"], ccy="RUB", last_date="2024-10") >>> ind = ok.IndexationStrategy(pf) # create cash flow strategy linked to the portfolio >>> ind.initial_investment = 10_000 # add initial investment to cash flow strategy >>> pf.dcf.cashflow_parameters = ind # assign cash flow strategy to portfolio >>> pf.dcf.discount_rate = 0.10 # define discount rate as 10% >>> pf.dcf.initial_investment_pv 6574.643143611553