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 ...

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 ...

If your business makes investments in equipment and employee benefit contributions, you may need to track the average annual rate of return over a span of time for financial reporting obligations.

Volatility is the bane of many investors. Bumpy moves in your portfolio in response to market fluctuations can cause you to make emotionally driven mistakes in your investing, and that can cause you ...