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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.
Learn how time-weighted rate of return works and how to use it for your portfolio.
By knowing how to calculate how volatile your portfolio is, you can get a better sense of its potential risk going forward.
In order to make educated decisions when investing, you need to determine how much you could make on that investment. To do this, you need to calculate return on investment, or ROI.
The three inputs into a Sharpe ratio calculation are your expected return, the risk-free rate and the standard deviation. Your return covers the portfolio's net gain. The risk-free rate represents how ...
Required rate of return (RRR) gives investors a benchmark to determine the minimum acceptable return on an investment considering the risk involved. By calculating RRR, investors can assess ...
To calculate the Sharpe ratio, you first need your portfolio's (or the asset's) rate of return — either historical or forecast returns, depending on your preference.
Return on Investment (ROI) can help you determine how much you'll have for retirement. Here are key formulas and strategies to plan and maximize your financial future.
How do you calculate the return on your CD? To calculate the return on your CD, you need a few key elements: the principal deposit, the interest rate, the compounding frequency and the term length.
In order to make educated decisions when investing, you need to determine how much you could make on that investment. To do this, you need to calculate return on investment, or ROI.
Do you know how to calculate the rate of return on investment (ROI) for your portfolio and assets? Learn more today and build towards a wealthy retirement.