Steven Nickolas is a writer and has 10+ years of experience working as a consultant to retail and institutional investors. Chip Stapleton is a Series 7 and Series 66 license holder, CFA Level 1 exam ...

Calculating returns from your stock portfolio can be a tricky matter, especially if some of your holdings pay dividends, or you make frequent deposits and withdrawals from your account. With Excel and ...

Investors, whether beginner or seasoned professionals, all have a threshold for risk. Some prefer to play it safe and favor a low-risk investment plan while others are more advantageous with a “high ...

Mathematical models are a way to attempt to predict the probable outcome of a complex situation. From climate, stock market and physics models, you can use mathematical formulas to determine a range ...

Investors understand intuitively that some stocks are riskier than others. The capital asset pricing model attempts to quantify the common perception of risk using a term called beta. By understanding ...

Use Excel to calculate daily returns and standard deviation to gauge stock volatility. Annualize volatility by multiplying daily standard deviation by the square root of 252. Remember, standard ...

The market price of a stock doesn't necessarily reflect its intrinsic value. Several economic theories use different approaches toward valuing companies, but one of the simplest involves calculations ...

Microsoft announced a couple of notable Excel features this month for people who keep track of financial matters. Microsoft on Monday announced the U.S. launch of Money in Excel, which lets users of ...

Beta measures stock volatility relative to the S&P 500 index. Low-beta stocks offer less volatility; high-beta stocks suggest more. Using beta aids in assessing portfolio risk and crafting investment ...