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 ...

Downside risk refers to the potential for an investment to decrease in value. Unlike general risk, which considers both upward and downward price movements, downside risk focuses solely on the ...

The more risk you take in your portfolio, the higher you should expect your return to be over time. In simple terms, when we talk about a portfolio’s risk level, we are talking about how much you hold ...

Asset allocation is a way for investors to meet their financial objectives while keeping their risk in check and ensuring they remain on the right path to reach their goals. While there are many ...

Learn how the Capital Asset Pricing Model (CAPM) assesses Apple's stock, offering insights into expected annual returns and systematic risk evaluation with a 6.25% estimation.

Diversification is crucial for reducing portfolio risk by spreading investments across various asset classes, such as bonds .

The Global Market Index (GMI) is expected to earn a 7%-plus annualized total return in today’s update for the long-run ...