Volatility is the bane of many investors. Bumpy moves in your portfolio in response to market fluctuations can cause you to make emotionally driven mistakes in your investing, and that can cause you ...

When comparing investments in your portfolio, you may be concerned primarily with the returns a particular security generates over time. Rolling returns measure average annualized returns over a ...

Investing is frequently filled with complicated jargon that can make it difficult to understand how your investments are actually performing. The Capital Gains Yield is one of these terms. While most ...

Evaluate investment performance with the time-weighted return. Learn its importance, calculation, and how it compares to ...

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 whether an ...

I’ve had a successful run as a retail investor, with an eight-year CAGR of 44%. I attribute my success to two things: my ability to find stocks that will outperform, and my portfolio management ...

It’s easy to stick money in your retirement fund and forget about it. But that doesn’t mean you should! As important as consistent saving is understanding your rate of return on investment (ROI). If ...

Past performance may or may not be sustained in future.

First in a series. We asked ChatGPT which method is the best for examining portfolio returns. Then we asked our expert. Editor’s note: Today, we begin a new series in which we ask ChatGPT questions ...