Every thriving business relies on a robust return on investment (ROI) to help gauge whether its investments are yielding a profit. Although you as an individual investor possess shallower pockets than ...

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 ...

Discover how businesses and government agencies can use capital investment analysis to assess the potential of long-term ...

Q. I have prepared projections for a proposed project, and I want to calculate the internal rate of return. Instead of using Excel’s IRR function, should I use simple math formulas so others can ...

Real rate of return adjusts for inflation, providing a true growth measure. S&P 500's real rate is 7.9%, versus a nominal 11.8%, due to inflation. Using real rates in retirement planning ensures ...

Planning investments often involves balancing expectations with practical constraints such as income patterns and time horizon. A mutual fund SIP calculator is one of the tools investors may explore ...

Master calculating cost of equity in Excel using CAPM. Discover step-by-step guidance on market return, risk-free rate, and beta components for effective investment decisions.

Investing in private real estate can be a challenge. At my firm, Midloch Investment Partners, we have an investments team that goes to great lengths to evaluate hundreds of investments every year. In ...

Time-weighted return (TWR) calculates an investment portfolio or fund’s performance while accounting for external cash flows. Investment funds usually have money flowing in or out at various times.