Then, make a determination about what your expected return needs to be. Should it be 6%, 8%, 11%? 3. A rate of return can be backfitted into your portfolio by using the latest estimates of what ...

Had you been invested in a balanced portfolio, your return after considering volatility ... the historical long-term average. Using lower expected returns could result in higher required savings ...

Every point on this curve represents an optimized portfolio that has the maximum possible expected return for its level of risk. Importantly, portfolios that sit below the Efficient Frontier are ...

IRA or brokerage account, is almost certainly in the red year-to-date after the precipitous stock plunge over the past week ...

The long-run expected total return for the Global Market Index (GMI) fell again in March, dropping to an annualized 6.9% vs.

The optimal asset allocation should reflect current market conditions, but for static allocations, frequent rebalancing ...

Investopedia / Michela Buttignol The market risk premium (MRP) is the difference between the expected return on a market portfolio and the risk-free rate. The market risk premium is equal to the ...

Time-weighted rate of return is a measure of the compound rate of growth in a portfolio. Say you're an investor looking at different mutual funds. You can see that the value of all of the mutual ...