• Thu, November 28, 2024

by: Thomas Matters

Money blog: 'Commuter town' named least affordable place to buy house in UK

by: Thomas Matters

Chart of the week: Morningstar's 10 year return projections for markets

This week's chart of the week looks at which markets we expect to achieve double-digit returns over the next decade.

by: Thomas Matters

Demand for active ETFs is growing among Canadian investors

Low costs, potential gains and other factors are attracting investors in Canada to actively managed exchange-traded funds.

by: Thomas Matters

Could SoundHound AI Be the Next Palantir?

Detailed price information for Soundhound Ai Inc Cl A (SOUN-Q) from The Globe and Mail including charting and trades.

by: Thomas Matters

7 ways to invest like you're rich, even if you're not yet

Here's how to invest like the rich even if you aren't there yet.

by: Thomas Matters

3 Millionaire-Maker Technology Stocks to Consider

by: Thomas Matters

Here Are My 2 Favourite TSX Stocks to Buy for December

by: Thomas Matters

Crocs' Discounted P/E Valuation: Is it a Value Bet for Investors?

by: Thomas Matters

Down More Than 20% From Its High, Is Now the Time to Buy Eli Lilly Stock?

by: Thomas Matters

Is Nvidia Stock on Sale?

by: Thomas Matters

Crypto Is Soaring After Trump's Election: 6 Reasons You Still Shouldn't Go All In

by: Thomas Matters

Low costs, potential gains increasingly drawing investors to active ETFs

by: Thomas Matters

Palantir Vs. Super Micro Computer: A Tale Of Two Camps

by: Thomas Matters

Invest Smart: The Best Funds to Grow Your Money Today

by: Thomas Matters

Investing in the Stock Market with Just ?10: Is It Possible?

by: Thomas Matters

The top ten stocks investors hold in their Isas - and how much tax-free investing could have saved them

by: Thomas Matters

SPGP: Balancing Growth And Value, But Falling Short

by: Thomas Matters

Money blog: Anger as Manchester United raise ticket prices to cover operational costs

by: Thomas Matters

Stocks slip the day before Thanksgiving as Nvidia, Dell decline

by: Thomas Matters

These are the top 3 risks to the US stock market rally, according to Deutsche Bank

by: Thomas Matters

The5%ers Review 2024: Everything You Need to Know Before Signing Up

by: Thomas Matters

Is Pfizer Stock in Trouble?

by: Thomas Matters

Building Long-Term Wealth: Why I Chose This Vanguard Growth Fund for My Roth IRA

by: Thomas Matters

Stock market today: World shares are mostly higher after Big Tech losses pull Wall St lower

by: Thomas Matters

MoneyLion: 3 Key Reasons This Under-The-Radar Growth Story Is A 'Strong Buy'

by: Thomas Matters

4 Stocks to Be Thankful for, and 1 to Avoid

by: Thomas Matters

How To Calculate Your Portfolio's Investment Returns

  • Fri, November 29, 2024

by: Thomas Matters

Will a Santa Rally bring festive cheer to investor portfolios this year?

The Santa Rally is an investment mantra trend that suggests that stocks typically rise during the Christmas and new year period. It is often attributed to thinner trading volumes around the Christmas holidays that may amplify market moves, while City workers may be investing their bonuses.

by: Thomas Matters

eToro: Tackling investing and trading with Premiership Rugby and Planet Rugby's official partner

Rugby and finance might seem like worlds apart, but eToro, the official trading partner of Premiership Rugby, is making waves in both fields.

by: Thomas Matters

2 Outstanding Dividend King Stocks and 1 ETF to Buy for a Lifetime of Passive Income

American States Water has been floating its dividend higher nonstop for the past 70 years. ITW's conglomerate model works to the advantage of dividend investors. This monthly distribution ETF currently trades on a 9.

by: Thomas Matters

ChatGPT turns two: how has it impacted markets?

Two years on from ChatGPT's explosive launch into the public sphere, we assess the impact that it has had on stock markets and the world of technology

by: Thomas Matters

Here's how I'm investing in dividend shares to aim for long-term wealth

Our writer plans to turn investments in dividend shares into a retirement pot by implementing a structured, long-term approach.

by: Thomas Matters

Stock Market vs. CDs: Where's The Best Place to Park Your Cash?

It's an age-old debate, but the truth is that the best place for your money has a lot more to do with you than the vehicle. Read on to learn more.

by: Thomas Matters

The Fed is Losing the Inflation Battle. Investors Don't Care

Asset prices, meanwhile, have shrugged off all indication that the Fed's inflation battle is moving in the wrong direction. Stocks continue to hover at record highs, bond markets remain relatively unbothered, and bitcoin is still knocking on $100,000.

by: Thomas Matters

Prediction: Nvidia Stock Will Soar in 2025. Here's Why.

by: Thomas Matters

This Billionaire Investor Has Owned Palantir Since Its IPO. He Just Dumped Nearly His Entire Stake.

Palantir stock's growth occurred after the company reported accelerating revenue growth and expanding margin in every quarter this year. That growth can be attributed to its AI platform catching on with commercial customers and to the continued expansion of its government contracts, which is where Palantir first got its start.

by: Thomas Matters

Does Warren Buffett Buy Growth Stocks? These 2 Top Buffett Stocks Are Crushing the Market.

Warren Buffett is known for his value approach to investing, and that was on display again in Berkshire Hathaway's (NYSE: BRK.A)(NYSE: BRK.B) third-quarter trades. Both of these stocks fit the classic Buffett schema.

by: Thomas Matters

Dividends Are Never a Guarantee. These 3 Stocks Made Massive Cuts to Their Payouts This Year

Dividend stocks can be attractive options for long-term investors, in part, because of the recurring income they can generate. But investors need to remember that dividend payouts

by: Thomas Matters

Can I transfer a cash ISA to a stocks and shares ISA?

by: Thomas Matters

Should You Forget C3.ai and Buy These 2 AI Stocks Instead?

C3.ai is growing, but its business model might be unsustainable. Micron's sales of memory chips will rise as the AI market expands. IBM is carving out a defensible niche in the hybrid cloud and AI markets.

by: Thomas Matters

Investors Looking for Stability Tap South Africa in Trump Era

South Africa has long struggled with its reputation as a volatile and risky emerging market, but is now becoming a favorite among investors seeking to navigate a world with Donald Trump as the US president.

by: Thomas Matters

Scotia Global Asset Management announces fee reductions and year-end distribution estimates

by: Thomas Matters

Active momentum funds gather steam as large fund houses enter the fray

While the debate around active versus passive approach continues, both factions agree that momentum strategies come with inherent risks.

by: Thomas Matters

5 Mistakes to Avoid While Christmas Shopping at Costco This Year

Detailed price information for Costco Wholesale (COST-Q) from The Globe and Mail including charting and trades.

by: Thomas Matters

The Best Warren Buffett Stock to Buy With $500 Right Now

Investors shouldn't unthinkingly follow Buffett, or any other billionaire money manager, into Amazon or any other stock. However, Amazon is a top stock with robust opportunities trading at an attractive valuation, and if you have $500 available today, Amazon is an excellent choice.

by: Thomas Matters

7.7 million Australians are investing in ASX shares. Why aren't you?

That's the big question. The post 7.7 million Australians are investing in ASX shares. Why aren't you? appeared first on The Motley Fool Australia.

by: Thomas Matters

The Globe and Mail's 2024 Robo-Adviser Guide

Canada's major robo companies surveyed by The Globe and Mail generated after-fee returns ranging from 22 to 26 per cent in their growth portfolios for the year ended Sept. 30.

by: Thomas Matters

Bullish on Tesla, Apple, Nvidia? 4 ways to invest in international stocks

The foreign stock market can help investors diversify their investment portfolios. Furthermore, as an Indian investor, you can invest in international stocks through a variety of investment routes. Also,

How To Calculate Your Portfolio's Investment Returns

Knowing how to calculate your portfolio's returns is essential to becoming a savvier investor. Learn the basic principles here to correctly calculate your investment portfolio returns.
The article on Investopedia outlines several methods for calculating the returns and performance of an investment portfolio. It explains the importance of understanding both the total return, which includes income from dividends or interest as well as capital gains, and the time-weighted return, which accounts for the timing of cash flows into and out of the portfolio. Key metrics discussed include Simple Return, which measures the percentage increase or decrease in value over a period; Compound Annual Growth Rate (CAGR), which provides an annual growth rate over multiple periods; Holding Period Return (HPR), which calculates the total return over the entire holding period; and Risk-Adjusted Returns like the Sharpe Ratio, which considers the risk taken to achieve the return. The article also touches on the significance of comparing these returns against benchmarks like the S&P 500 to gauge performance relative to market standards. Additionally, it emphasizes the need for accurate record-keeping of all transactions to ensure precise calculations.

Read the Full Investopedia Article at https://www.investopedia.com/ask/answers/062215/how-do-i-calculate-my-portfolios-investment-returns-and-performance.asp

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