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

Next, use this data to calculate stock growth rate using the linear return method. Linear returns are simpler to calculate and involve subtracting the beginning stock price (S1) from the ending ...

How to Calculate the Value of Preferred Stock Calculating the value of preferred stock involves taking into account fixed dividend payments and the required rate of return.

The average stock market return is historically 10%, although it changes from year to year. Returns can vary, but buy and hold is the most likely to yield long-term results.

Learn how to calculate Value at Risk (VaR) to effectively assess financial risks in portfolios, using historical, variance-covariance, and Monte Carlo methods.

How do you calculate the return on your CD? To calculate the return on your CD, you need a few key elements: the principal deposit, the interest rate, the compounding frequency and the term length.

Beta measures a stock’s volatility compared to the overall market. A beta above 1 means the stock is more volatile, while a beta below 1 means it is less volatile. Calculating beta involves ...

The Schedule K-1 form gives specific details on the income and deductions that the investment generates and where you need to include them on your federal return.