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 ...

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.

In order to make an educated decision when making any investment, you need to try to determine how much you could make on that investment. It’s also important to know how much you’ve made on the ...

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 ...

Fact checked by Betsy Petrick Key Takeaways Return on investment (ROI) measures the gain or loss on an investment compared to how much you put in.A good ROI depends on factors like investment type, ...

Every thriving business relies on a robust return on investment (ROI) to help gauge whether its investments are yielding a profit. Although you as an individual investor possess shallower pockets than ...

How To Use An XIRR Calculator For Tracking Mutual Fund Returns. Pune, Maharashtra, India When you invest in mutual funds through SIPs, lump sums, or withdrawals at different times, calculating actual ...

You don’t have to be a math whiz to figure out how much you'll earn with a CD. David McMillin writes about credit cards, mortgages, banking, taxes and travel. Based in Chicago, he writes with one ...

Automatic rebalancing eliminates the need to check and adjust your portfolio manually. While you should still monitor your ...

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 ...