As an investor, it’s important to know when to sell a stock. While there’s plenty of information on buying stocks and investing strategies, there’s not as much coverage on when to sell a stock. Selling a stock is just as important as buying one, yet many investors don’t have a sell strategy in place. TABLE… Continue reading
The Inflation-Adjusted return explained. The Inflation Adjusted Return, also known as the Real Rate of Return, is the Return on Investment after accounting for inflation. Inflation refers to purchasing power of money decreasing due to a general increase in the prices of goods and services. The inflation-adjusted return is a precise measure of the true… Continue reading
The Portfolio Turnover ratio explained. The Portfolio Turnover Ratio is a vital metric in portfolio management that indicates the frequency at which securities are bought and sold over a given period. The turnover rate of assets in a portfolio can provide insights into the investor, fund, or strategy type. Although private investors may not be… Continue reading
Calculate Portfolio Returns explained. This is a simple formula to calculate portfolio returns. I prefer to use it annually however you can use the formula monthly measuring performance depending how active you are. There is a multitude of portfolio, investment, and financial management software available. In my personal experience, I still after 15 years… Continue reading
