Time-weighted rate of return is a measure of a portfolio’s compound rate of return that controls for the inflow and outflow of cash. The efficient frontier is a graphic representation of the ...

The Sharpe ratio, also known as the reward-to-variability ratio, is perhaps the most common portfolio management metric. This is the formula: The excess return of the portfolio over the risk-free ...

Reviewed by JeFreda R. Brown The overall performance of your portfolio is the ultimate measure of how well your portfolio ...

The Motley Fool's real money portfolios include Pro, Supernova, and the Everlasting Portfolio. The total return is calculated using a time-weighted rate-of-return formula. The returns of the ...

Tack on things like fees and taxes, and even 7% is probably a relatively high long-term return assumption for a portfolio, especially based on market forecasts today. Had you been invested in a ...

Holding period return is one measure of investment success or failure and can help you determine the overall performance of your investment portfolio. It can also help guide future portfolio ...