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

Regardless of how you feel, it's wise to see a doctor for an annual physical exam. The same goes for an investment portfolio. Investors should periodically measure performance and analyze the types of ...

Stocks with betas higher than 1.0 are considered more volatile than the market, while stocks with betas lower than 1.0 are ...

This transcript was prepared by a transcription service. This version may not be in its final form and may be updated. J.R. Whalen: Here's your Money Briefing for Friday, January 28th. I'm J.R. Whalen ...

Amid challenging and volatile markets and negative stock performance in 2022, how can portfolio managers control portfolio liquidity risk effectively and maximise the returns from these investment ...

Wouldn’t it be great if there was a consistent source of outsized investment returns that carry little or no risk? Unfortunately, no one has ever found one. (Although, that fact has never stopped ...

This transcript was prepared by a transcription service. This version may not be in its final form and may be updated. J.R. Whalen: The recent sharp declines in the stock market have caused many ...

Have you ever wondered why mutual funds that have 80% of their exposure to U.S. stocks (NYSEARCA:SCHB) and the other 20% to international stocks (NYSEARCA:EFA) are still measuring their performance ...

You’ve probably heard investing professionals talk about risk-adjusted returns. This is a way of measuring the performance of an investment that factors in risk—specifically, the extra risk required ...

Risk Tolerance Doesn’t Change With the Stock Marke... As an advisor, your job is to not only help clients reach their goals—but feel comfortable in their investment decisions. Yet that idea of ...

The amount of level 3 assets, or those that are not actively traded, in a fund is one of the best and most accessible proxies for a fund’s liquidity risk. The difficulty of valuing these assets makes ...

Vanguard Ultra-Short Bond ETF Shares is downgraded to sell as rate cuts shrink carry and its yield edge vs. SGOV to 0.52%.