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 ...

One sliver of the crypto market seems to be rebounding: staking. Despite the doom and gloom cast over the entire blockchain industry after the cascading crisis that was 2022 and the fact that the ...

Marc Lasry, CEO and co-founder of distressed investor Avenue Capital Group, told Institutional Investor in January that higher interest rates would change everything for hedge funds. Now, investors ...

Forbes contributors publish independent expert analyses and insights. I write about the management of wealth, portfolios, and finances. “Risk” is a something of a loaded word, having a somewhat ...

Omega Healthcare Investors rebounded in 2024, surpassing $1 billion in annual revenue and investing $1.1 billion in new properties and loans. Despite a recent 15% decline, OHI's valuation remains ...

Have you ever looked at your rate of return and wondered how to interpret it? How do you know whether your portfolio performance is good, bad, or somewhere in between? And how do you go about ...

What is a good return for your portfolio? If a bond portfolio generated a 4% return over the past year, it could be considered a pretty decent return. However, investors who prioritized high-growth ...

About 4 months ago, I argued it was among the worst times to invest in non-investment grade debts, like those held in PIMCO Dynamic Income Fund in 3 decades. Now, I see an improved return/risk profile ...

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 ...

Everyone loves seeing growth in their portfolio. However, a good year of investing doesn't necessarily indicate a sound long-term investment strategy. Generating sufficient retirement income means ...