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 ...

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 ...

The return on a capital investment measures the percentage return on the money that someone has put into an investment, such as a small business. Small business owners looking for outside investment ...

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 ...

Investors, whether beginner or seasoned professionals, all have a threshold for risk. Some prefer to play it safe and favor a low-risk investment plan while others are more advantageous with a “high ...

Past performance may or may not be sustained in future.

Calculating return on investment (ROI) on a rental property is essential for understanding its profitability and making informed decisions as an investor. ROI measures how much profit you’re ...

One key metric that offers valuable insights into a company’s financial health is the return on average assets (ROAA). This financial ratio measures how effectively a company uses its assets to ...

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 ...