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How to Calculate Portfolio Return?
Dive into your portfolio return. We break down what portfolio return is and how to calculate is yourself by using multiple methods through the formula & Excel.
Stock Investment Tracking using Google Sheets
The backbone of stock tracking in Google Sheets lies in the GOOGLEFINANCE function. This super useful function enables users to pull data not only on stock prices but also on various fundamental and metadata aspects.
Dividend Aristocrats - A Guide to Consistent Income
Dividend Aristocrats represent a unique set of companies that have demonstrated a long-term commitment to returning value to their shareholders by having a track record of raising dividends for at least 25 years.
Should you have multiple investment accounts?
Legally you can have as many investment accounts as you want. Having multiple accounts helps you organize and diversify your investments. On the other hand, having too many may lead to more troubles too.
What is Dividend Payout Ratio?
The dividend payout ratio is a proportion of a company's earnings distributed as dividends to its shareholders. It quantifies the percentage of profits that a company chooses to return to its investors in the form of dividends.
How many stocks should you own?
There is no one best answer for the optimal number of stocks in the portfolio. So we study from both theory and from the best investors.
What is Time-Weighted Return (TWR)?
Time-weighted return (TWR) is a measure of investment performance that calculates the return for each time period separately and then combines these returns with equal weight.
Portfolio Weight - What is it? How to calculate?
Portfolio weight is the percentage of a specific position or asset type in an investment portfolio. It indicates the extent of exposure the portfolio has to that particular asset.
Return on Capital Employed (ROCE) - Definition, Formula & Example
Return on Capital Employed, or ROCE, is a popular financial metric that measures a company's efficiency in utilizing its capital to generate profit.
What is Money-Weighted Return (MWR)?
Money-Weighted Return, often referred to as MWR, is a performance measurement that considers all cash flows entering and exiting a portfolio.
What is Ex-Dividend Date?
The ex-dividend date is the first date on which those who buy or sell shares will not receive the upcoming dividend payment. Put simply, if you want to receive a dividend, you must own the stock before the ex-dividend date.
Dividend Yield - What is it? How to calculate?
Dividend yield is a financial ratio measuring dividend paid in percentage of current asset price. It is one of the fundamental metrics used by investors to quickly evaluate dividend-paying stocks.
Yield on Cost - Definition and Formula
The yield on cost aims to capture the yield from stocks in relation to their cost basis. This metric allows investors to see the dividend return on their initial investment in a stock.
What is Asset Allocation? Why is it important to portfolio?
Asset Allocation refers to the distribution of funds across diverse investment assets to fit your financial goal and within your risk tolerance.
Treynor Ratio - What is it? How to calculate?
Treynor Ratio is the financial metric that measures portfolio excess return adjusted by systematic risk (beta).
6 Steps to Set Good Financial Goals
A financial goal is a plan for your money. It is the very first step towards your financial dream. A good financial goal should be Specific, Measurable, Achievable, Relevant, and Time-based (SMART).
What is Sharpe Ratio?
The Sharpe Ratio is a risk-adjusted return ratio that compares an investment's return to its risk. It measures how much the assets has earned greater return per a unit of risk than the risk-free rate.
What is alpha in investing? What does alpha mean?
Alpha is a measure of the excess return of an investment relative to the expected return of a portfolio as determined by the capital asset pricing model (CAPM).
What is Beta and what does it mean for investors?
Beta is a measurement of an asset's return volatility relative to the market. It is originally used in the CAPM to calculate expected returns.
How Dollar Cost Averaging affects Portfolio Performance
Dollar Cost Averaging (DCA) is an investment strategy that divides the capital into same small amounts and investing that amount into an asset over time.
Time-Weighted (TWR) vs Money-Weighted Return (MWR)
Three methods for calculating return; Simple Return (SR), Time-Weighted Return (TWR) and Money-Weighted Return (MWR)
Investing and the game of chance
Although you make the right decisions in investing, it can still turn out wrong in the end by chance. So what should an investor do in this case then?
How to keep track of and calculate cost basis?
Cost basis is the value the investor paid into the asset. A few popular methods are used to calculate the values including FIFO and Weighted Average.
Investment Portfolio Benchmarking
Investors can use benchmarks as an opportunity cost of the investments. Investor has to choose the right benchmark, calculate metrics and compare.
Drawdown definition and what it means to investors
Drawdown is a decline of investment value from the peak which is typically measured in percentage value. It is used to infer the an investment risk.
Another hard part of investing
In this article, we simulated how historically invested in AMZN over the long term can be so hard even its return's more than 1000x