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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.
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.
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.
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).
Time Weighted Return (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.
How to benchmark your portfolio?
Investors can use benchmarks as an opportunity cost of the investments. Investor has to choose the right benchmark, calculate metrics and compare.
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).
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