An investment’s “expected return” is a critical number, but in theory it is fairly simple: It is the total amount of money you can expect to gain or lose on an investment with a predictable rate of ...

What if I told you that one of the most dangerous numbers in the world of investing is 10%? Ask most amateur investors what return they expect from the market, and the answer is almost always the same ...

Investing can be complicated with many moving parts, but modern portfolio theory (MPT) is a valuable tool to piece them together efficiently. If you've ever wondered how to construct a well-balanced ...

When was it that we stopped asking what a prudent portfolio looks like and started telling it what return it should produce? The thought crystalized after a recent meeting with a large Canadian family ...

Measuring portfolio performance involves monitoring and analyzing returns, allocation, risk, and other elements. There are several metrics that an investor may choose from to gauge the progress of ...