This post explains how to calculate Weighted Average in Excel with percentages. In a standard arithmetic average where the sum of values is divided by the number of values, each data value is treated ...

Weighted average is a powerful tool for an investor. It can be used to evaluate the performance of a portfolio. It can help us better understand how the broader market moves. Even more important, it ...

If you bought all of your stock in a single transaction, it's easy to determine how your investment is performing. Simply look at the current share price and compare it to the price you paid. However, ...

Katharine Beer is a writer, editor, and archivist based in New York. She has a broad range of experience in research and writing, having covered subjects as diverse as the history of New York City's ...

Weighted average is a powerful tool for an investor. It can be used to evaluate the performance of a portfolio. It can help us better understand how the broader market moves. Even more important, it ...

In its most basic form, the objective of tracking performance is to see whether your portfolio is growing. However, portfolio performance should also provide insight into the performance of the ...

When analyzing a company's results for investment purposes or in order to provide a valuation of the business, accountants will take average earnings or net income into account. A simple average of ...

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.

If you bought a different number of shares with each trade, a simple average of the prices won't be accurate. If you've bought a certain stock over a series of transactions, then it can be useful to ...