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 ...

Annualized total return gives the yearly return of a fund calculated to demonstrate the rate of return necessary to achieve a ...

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 ...

If you're young and looking to build wealth, you may not care about dividends. After all, the cash distributions companies pay to shareholders are often seen as a way for retirees to earn some extra ...