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 ...

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

In its most basic form, the objective of tracking performance is to see whether your portfolio is growing. However, portfolio performance should also provide insight into the performance of the ...

To deliver personalized solutions, financial advisors must measure investment risk with confidence. What does Morningstar’s Portfolio Risk Score do? What does Morningstar’s Portfolio Risk Score do?

Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader. Besides his extensive derivative trading expertise, Adam is an expert in economics and ...

This post is by Justin Wells, Executive Director of Envision Learning Partners. Portfolio assessment has been around for a long time, and the practice appears to be growing. It’s easy to see why. A ...

Each month, I provide an update to my four dividend growth model portfolios that includes portfolio beta and other volatility-adjusted metrics, such as the Sharpe Ratio. Recently, I was asked by a few ...

No one wants to be average. Everyone wants to know whether they've beaten the market or not? It's just that when you set about trying to establish your portfolio returns, you enter a black hole from ...

Beta is the 2nd letter in the Greek alphabet, and the financial world uses it to refer to the sensitivity of an asset’s price compared to a specific index or benchmark. Beta is also used as a measure ...

Nick Lioudis is a writer, multimedia professional, consultant, and content manager for Bread. He has also spent 10+ years as a journalist. Andy Smith is a Certified Financial Planner (CFP®), licensed ...