Calculating returns from your stock portfolio can be a tricky matter, especially if some of your holdings pay dividends, or you make frequent deposits and withdrawals from your account. With Excel and ...

If your business makes investments in equipment and employee benefit contributions, you may need to track the average annual rate of return over a span of time for financial reporting obligations.

Nick Lioudis is a writer, multimedia professional, consultant, and content manager for Bread. He has also spent 10+ years as a journalist. Chip Stapleton is a Series 7 and Series 66 license holder, ...

Our Big Story in blportfolio dated March 3, 2024, explained how statistical measures can be used to navigate the stock market and make informed investment decisions. Following up on that, of course, ...

Claire Boyte-White is the lead writer for NapkinFinance.com, co-author of I Am Net Worthy, and an Investopedia contributor. Claire's expertise lies in corporate finance & accounting, mutual funds, ...

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 ...

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 ...

"Return on investment" is a financial calculation used to gauge how well the money you invest earns you even more money. To calculate ROI you divide the earnings you made from an investment by the ...

If you are using Microsoft Excel to manage numerical data, at some point you're inevitably going to display percentages. Doing so can give you a new insight, or make summarizing heaps of data a bit ...