Knowing how to calculate your portfolio's returns is essential to becoming a savvier investor. Learn the basic principles ...

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.

Return on Investment (ROI) can help you determine how much you'll have for retirement. Here are key formulas and strategies to plan and maximize your financial future.

Excel offers three functions for calculating the internal rate of return, and I recommend you use all three.

What is XIRR? Extended internal rate of return, or XIRR, is a financial metric used to calculate return on investments where multiple transactions occur at different time periods.

Investment word of the day: The Sharpe Ratio is a key metric for analysing risk-adjusted returns in investments. It helps investors assess potential profits and losses by considering risks, thus ...

Learn about bond coupons, how they're calculated, and their effect on investments. Discover the differences between coupon ...