If your expected return on the individual investments in your portfolio is known or can be anticipated, you can calculate the portfolio's overall rate of return using Microsoft Excel.

The Sortino ratio uses three inputs for its formula. The numerator is the difference between a portfolio's return and the risk-free rate of return. You can use a portfolio's actual or expected return.

In this article, we will discuss value investor Joel Greenblatt’s portfolio, hedge fund returns, and his Magic Formula. You can skip our detailed analysis of Greenblatt’s investment philosophy ...

Expected return and standard deviation are two statistical measures that can be used to analyze a portfolio.

Rumors of the death of the 60-40 portfolio — that old standby allocation of 60% stocks and 40% fixed-income investments — are ...

To calculate a portfolio's expected return, you need to compute the expected return of each of your holdings and its weight. The basic expected return formula involves multiplying each asset's ...

Knowing how to calculate holding period return can help you assess the performance of your investments. Here's how it works.

Magic Formula >$100M Market Cap Portfolio returned 12.2% this semi-quarter*, compared to S&P Composite 1500 return of 10% over the same period.

One simple but powerful method investors can use to assess the risk and reward of a stock portfolio is using the Capital Asset Pricing Model, or CAPM, model for expected returns.

In this article, we will discuss value investor Joel Greenblatt’s portfolio, hedge fund returns, and his Magic Formula.