Have you ever wondered why mutual funds that have 80% of their exposure to U.S. stocks (NYSEARCA:SCHB) and the other 20% to international stocks (NYSEARCA:EFA) are still measuring their performance ...

Regardless of how you feel, it's wise to see a doctor for an annual physical exam. The same goes for an investment portfolio. Investors should periodically measure performance and analyze the types of ...

Evaluating your portfolio's performance is an integral part of investing, but how you go about measuring that performance can turn a productive activity into an unproductive one. The trick is to make ...

There are a large number of statistical measures available for looking at a mutual fund, ETF, stock or a combination of these in the total portfolio. So what are the important measures and what do ...

How to Measure Valuation Risk in a Portfolio How to Measure the Competitive Advantages of a Portfolio How to Evaluate a Portfolio’s Size Factor Understanding Risk Exposure to Increase Your Value There ...

How Should YOU Measure Your Investment Performance? Investors shouldn't be obsessed with their portfolio's performance, but an annual evaluation is key to keeping you on track.

Most advisers and their clients don’t see eye to eye on measuring portfolio performance, according to global asset manager Russell Investments’ latest quarterly survey of U.S. financial advisers. The ...

Most advisors and their clients don’t see eye to eye on measuring portfolio performance, according to global asset manager Russell Investments’ latest quarterly survey of U.S. financial advisors. The ...