Learn how to calculate Value at Risk (VaR) to effectively assess financial risks in portfolios, using historical, variance-covariance, and Monte Carlo methods.

Each month, I provide an update to my four dividend growth model portfolios that includes portfolio beta and other volatility-adjusted metrics, such as the ...

Microsoft Excel, the widely used spreadsheet software, can be helpful for statistical analysis, with its built-in functions and free add-in tools.

Calculate the expected annual return of your portfolio in Microsoft Excel by using the value and expected rate of return of each investment.

Downside risk is an investing concept that refers to the potential loss in value of an investment. It measures the likelihood of an asset declining in price and the extent of that potential decline.

If your expected return on the individual investments in your portfolio is known or can be anticipated, you can calculate the portfolio's overall rate of return using Microsoft Excel. If you don't ...