Peter Drucker, one of the most notable management consultants and business visionaries of all-time, once wrote: "What gets measured gets managed." Mr. Drucker is getting at several points. Perhaps ...

Performance measures must align with portfolio use and features. Avoid Sharpe and similar ratios due to flaws; consider alternatives like trimmed alpha, median returns, and value at risk. CAGR is ...

Most investors focus on traditional benchmarks, such as the Standard & Poor's 500 index, to evaluate the success of their investment portfolio. Unless you're only invested in large-capitalization, ...

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 ...

Knowing how to measure a portfolio%27s return is critical to investment success Calculations by many online sites and even brokerage sites can be misleading or confusing Adjustments are needed in the ...

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. For an individual investor, what are the important ...

Marguerita is a Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), Retirement Income Certified Professional (RICP), and a Chartered Socially Responsible Investing ...

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 ...