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.

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 ...

I’ve had a successful run as a retail investor, with an eight-year CAGR of 44%. I attribute my success to two things: my ability to find stocks that will outperform, and my portfolio management ...

Successful retirement planning starts with calculating a realistic target number based on anticipated expenses and lifestyle ...