Required rate of return (RRR) gives investors a benchmark to determine the minimum acceptable return on an investment considering the risk involved. By calculating RRR, investors can assess whether an ...

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 ...

Benzinga explains the various measures used by smart investors to measure risk and return more accurately. Investing is about getting the most bang for your buck. Average investors chase high returns, ...

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 ...

The Adaptive Asset Allocation (AAA) portfolio combines two different tactical approaches (momentum and minimum variance) into one algorithm. The intention of this portfolio recipe is to optimize ...

When considering risk management in your portfolio it is important to recognize that a diversification strategy will serve as the heartbeat of a well-constructed portfolio and long-term financial plan ...

With the stock market soaring to new all-time highs on what seems like a daily basis, managing your portfolio's risk might not be the first thing on your mind. If you wait for a downturn, though, it's ...

What Is Sequence of Returns Risk? Sequence of Returns Risk refers to the risk that an investor will experience a low or negative return on their investments in the early years of their retirement, ...

Suzanne is a content marketer, writer, and fact-checker. She holds a Bachelor of Science in Finance degree from Bridgewater State University and helps develop content strategies. Mira Norian / ...

The New Risk Realities Making the Invisible Visible New Analytics for Public-Private Portfolios Education Is Half the Battle From Reactive to Resilient Over the past decade, regulatory changes and a ...

Forbes contributors publish independent expert analyses and insights. Portfolio diversification represents one of the fundamental principles of investment management. By strategically allocating ...