You don’t need a doctoral degree in finance to calculate your portfolio’s investment returns. A few principles are enough to turn even the most math-phobic people into shrewd investors. While basic ...

Downside risk refers to the potential for an investment to decrease in value. Unlike general risk, which considers both upward and downward price movements, downside risk focuses solely on the ...

Many novice investors are willing to take risks without fully understanding the consequences..mutual fund risk assessment, investment risk tolerance, risk calculator, investment diversification, ...

Angelica Leicht is the senior editor for the Managing Your Money section for CBSNews.com, where she writes and edits articles on a range of personal finance topics. Angelica previously held editing ...

Excess return – investment outperforms benchmark or risk-free rate. Learn its calculation, components, and impact on ...

Over time, investment portfolios can drift away from their original allocation. This can happen for a range of reasons. A new fund manager could deviate from a fund’s original process. Fund managers ...

Based on our research, in 2022, we entered a new market cycle that is expected to generate low returns for the next few years. The previous similar market cycles (1968-1982 and 2000-2009) recorded ...

Cleaning an investment portfolio refers to reviewing, reorganizing, and optimizing your investments to align with your ...

The Morningstar Portfolio Carbon Risk Score is the asset-weighted carbon-risk score of the equity or corporate-bond holdings in a fund. The carbon risk of a company is Morningstar Sustainalytics’ ...