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 ...

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 ...

The Adaptive Asset Allocation (AAA) portfolio combines two different tactical approaches (momentum and minimum variance) into one algorithm. The intention of this portfolio recipe is to optimize ...

Discover the essentials of XIRR, a powerful tool for accurately measuring investment returns adjusted for time value.

Portfolio management techniques are vital to achieve successful returns as a retail investor. I suggest starting with a simple method: create a ranking system for stocks, buy the top few, and sell ...

ROI measures investment growth efficiency, calculated as Profit/Cost. Using ROI, investors compare asset performance to optimize financial strategies. Unlike ROI, IRR and ROE include factors like cash ...

Many of you know that I frequently talk about the Bucket approach to retirement portfolio construction. I was inspired to work on bucketing after talking to Harold Evensky nearly two decades ago, and ...

A higher Sortino ratio can indicate a good return relative to the risk taken. The Sortino ratio focuses on downside volatility, while the Sharpe ratio considers both upside and downside volatility in ...

The test is to see which stock portfolios favour frequent updating (monthly or quarterly) and which ones do well with annual ...

A Compound Interest Calculator helps show how even a modest deposit can grow meaningfully when interest is compounded over time. What truly makes an FD rewarding is the power of compounding, the ...

There’s never a guarantee when it comes to betting, but there are ways to maximise potential returns to help you with your own betting strategy – and you can do all that and more with our betting ROI ...