Downside risk refers to the potential for an investment to decrease in value. Unlike general risk, which considers both upward and downward price movements, downside risk focuses solely on the ...

Every thriving business relies on a robust return on investment (ROI) to help gauge whether its investments are yielding a profit. Although you as an individual investor possess shallower pockets than ...

When it comes to managing a portfolio with hundreds of millions or billions of dollars, it’s important to have a firm handle on risk. Specifically, fund managers need to calculate the Value at Risk ...

The growth rate of an investment shows how much its value increases over time, helping to evaluate performance. A common way to calculate this is by using the compound annual growth rate (CAGR), which ...

Cost basis is the original value of an investment. This helps you determine your gains or losses. It’s useful for determining whether your investments are profitable. This is important for taxes as ...

Preferred stock combines features of both equity and debt. Unlike common stock, preferred shares often offer fixed dividends and priority in asset distribution, making them attractive for ...

Learn how to calculate the intrinsic value of a stock using Warren Buffett's proven method! Intrinsic value is the foundation of successful investing, helping you determine whether a stock is ...

What you need to know to make sure you buy a stock at the right price. It's important to buy an investment at the right price, which means buying it at its fair value. But how do you calculate a stock ...

This article was written by David Mullen, Product Manager for Core Fixed-Income Analytics, and Fateen Sharaby, Business Manager for Index-Linked Products at Bloomberg. Credit futures, which started ...