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

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 ...

Excess return refers to the return on an investment that surpasses the return of a benchmark or a risk-free rate. It measures the performance of an investment in relation to its expected or required ...

Explore best practices for accurately calculating your crypto holdings and portfolio value, drawing from expert insights on diversification ...

Relying on the backtest, SPMO generates alpha compared to the S&P 500 or other factor-based ETFs. The time-sensitive structure of SPMO mitigates the overcrowded risk, but hardly calms downturns, and ...

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 ...

"Sequence of returns risk" refers to how the timing of withdrawals paired with stock market losses can impact how long your nest egg lasts. This issue is biggest during early retirement years because ...