James Chen, CMT is an expert trader, investment adviser, and global market strategist. Charlene Rhinehart is a CPA , CFE, chair of an Illinois CPA Society committee, and has a degree in accounting and ...

Calculating returns from your stock portfolio can be a tricky matter, especially if some of your holdings pay dividends, or you make frequent deposits and withdrawals from your account. With Excel and ...

Weighted average helps assess portfolio performance and broader market trends. Calculating WACC involves equity and debt portions to measure capital cost. WACC informs on a company's capital raising ...

When a company calculates its earnings over a certain period of time, it divides its profits by the number of outstanding shares. However, companies' outstanding shares can change over time as a ...

Average trade price helps track investment performance and calculate capital gains tax. It's calculated as a weighted average, considering share quantity and price. Example: Buying stock in phases ...

To understand how the weighted average can achieve all these things, let's start with the nuts and bolts of the calculation. If only a few of the largest companies in the index have a lousy day, while ...

Will Kenton is an expert on the economy and investing laws and regulations. He previously held senior editorial roles at Investopedia and Kapitall Wire and holds a MA in Economics from The New School ...

Forbes contributors publish independent expert analyses and insights. #1 stock picker for 39 straight months on SumZero. Data is my edge. Weighted average cost of capital (WACC) is the weighted ...