EDU Articles
Learn about investing, trading, retirement, banking, personal finance and more.
What should I look for in a good Investment Performance Evaluation calculator?
A good investment performance calculator will give you the ability to input various cash flow scenarios and compute weighted returns, among other options.
A really useful investment performance calculator will allow you to input various cash flow scenarios and to see weighted returns based on these. Dollar-and-time-weighted performance, dividend cash flows, deposits and withdrawals, as well as fees paid for various transactions, will all be incorporated in a good calculator.
You can use it to gauge the performance of one investment or your entire portfolio, especially when money has been deposited or withdrawn.
What you’re looking for is not just the overall return, but a standardization of the performance that can be compared to other investments or years in your portfolio on an annualized basis.
What Can I Do to Make My Portfolio Grow Faster?
What are Some Strategies for Diversifying a Portfolio?
Should I Buy IPOs for My Portfolio?
What can I find out about hedge funds?
Hedge funds have historically been very secretive. Now, they are a little more transparent, but not fully
How Much Money Should I Set Aside for Emergencies?
As a general rule of thumb it's good to have six months’ worth of expenses saved and kept exclusively for emergencies
What is the “efficient frontier”?
The “Efficient Frontier” is a modern portfolio theory tool, which demonstrates the best possible returns relative to risk
What is a Merger?
A merger is the voluntary melding of two companies into one, when the owners believe the change is mutually beneficial
What is Net Present Value?
Net Present Value (NPV) is the difference between present value of net inflows versus the present value of outflows
What is a Market Maker?
A market maker is a broker-dealer firm or a registered individual that will hold a certain number of shares of a...
What is Volume?
Volume is a count of trades in a security or market, or their derivative instruments, in a given period of time and...
What is market discipline?
Market discipline is a term which describes the restraint implicitly required of financial services companies in...
What is Earnings Power?
Earnings power is mostly a concept that investors talk about rather than a quantifiable amount, but there is a Basic...
What is the Triple Bottom (Bullish) Pattern?
The Triple Bottom pattern appears when there are three distinct low points that represent a consistent support level