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 ...

Use a weighted average to evaluate stock performance if purchased in multiple transactions. Calculate weighted average by multiplying share price by quantity, then divide by total shares. Knowing your ...

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.

To calculate your average trade price, add all purchase prices and divide by the number of trades. Use weighted average trade price calculation if share quantities vary per purchase. Weighted averages ...

I have received so many emails about what to invest in, how to invest, and what to ask advisers that I want to give you a low-risk investment strategy and discuss what you can expect in the markets as ...