Portfolio return measures the gain or loss of an investment portfolio over time. Learn how it influences investment ...

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 ...

Performance measures must align with portfolio use and features. Avoid Sharpe and similar ratios due to flaws; consider alternatives like trimmed alpha, median returns, and value at risk. CAGR is ...

Investing can be complicated with many moving parts, but modern portfolio theory (MPT) is a valuable tool to piece them together efficiently. If you've ever wondered how to construct a well-balanced ...

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 ...

Wade Pfau, an expert on retirement income and a professor at the American College of Financial Services, has always been curious about the ways in which partially annuitizing a client portfolio can ...

The ideal portfolio mix should have at least 20% allocated to absolute-return strategies, Joseph Dowling, senior managing director and global head of Blackstone multiasset investing, said in an ...

Required rate of return is not market-linked; it is a personal one. Walk into any corporate cafeteria or join a family gathering, and the conversation eventually drifts to money. The question of the ...

Mutual fund investment: In the episode of Bano Apna Finance Minister by ET Now Swadesh, Aditya Shah, an expert, guides on how to move forward on your investment journey. With that, we bring to you 7 ...