You don’t need a doctoral degree in finance to calculate your portfolio’s investment returns. A few principles are enough to turn even the most math-phobic people into shrewd investors. While basic ...

Time-weighted return (TWR) calculates an investment portfolio or fund’s performance while accounting for external cash flows. Investment funds usually have money flowing in or out at various times.

Every thriving business relies on a robust return on investment (ROI) to help gauge whether its investments are yielding a profit. Although you as an individual investor possess shallower pockets than ...

Cumulative return calculates total gain by (Current Value - Initial Cost) / Initial Cost. It provides a straightforward way to gauge investment growth over time. Use both cumulative and annualized ...

How To Use An XIRR Calculator For Tracking Mutual Fund Returns. Pune, Maharashtra, India When you invest in mutual funds through SIPs, lump sums, or withdrawals at different times, calculating actual ...

Our Big Story in blportfolio dated March 3, 2024, explained how statistical measures can be used to navigate the stock market and make informed investment decisions. Following up on that, of course, ...

One key metric that offers valuable insights into a company’s financial health is the return on average assets (ROAA). This financial ratio measures how effectively a company uses its assets to ...

Automatic rebalancing eliminates the need to check and adjust your portfolio manually. While you should still monitor your portfolio closely, many investment platforms offer automatic adjustments to ...