The risk-free rate of return is one of the most basic components of modern finance. The risk-free asset only applies in theory, but its actual safety rarely comes into question until events fall far ...

If an investment adviser touts an impressive average rate of return, be very wary, because losses can “hide” among the gains and hinder your financial success. Let’s explore the meaning of average ...

Learn everything about the personal rate of return (PRR), including its definition, calculation, factors, pros, & cons. Discover how to improve your PRR.

A higher Sortino ratio can indicate a good return relative to the risk taken. The Sortino ratio focuses on downside volatility, while the Sharpe ratio considers both upside and downside volatility in ...

Omega Healthcare Investors rebounded in 2024, surpassing $1 billion in annual revenue and investing $1.1 billion in new properties and loans. Despite a recent 15% decline, OHI's valuation remains ...

What is a good return for your portfolio? If a bond portfolio generated a 4% return over the past year, it could be considered a pretty decent return. However, investors who prioritized high-growth ...

E. Napoletano is a former registered financial advisor and award-winning author and journalist. Ben is the former Retirement and Investing Editor for Forbes Advisor. With two decades of business and ...

Forbes contributors publish independent expert analyses and insights. I write about the management of wealth, portfolios, and finances. “Risk” is a something of a loaded word, having a somewhat ...