If you bought all of your stock in a single transaction, it's easy to determine how your investment is performing. Simply look at the current share price and compare it to the price you paid. However, ...
On the other hand, if Intel stock experienced the same 20% move to $34.56, it would translate to a price-weighted average of $60.14, or a move of just 3.3%. So Apple's 20% move has more than three ...
Weighted average is a powerful tool for an investor. It can be used to evaluate the performance of a portfolio. It can help us better understand how the broader market moves. Even more important, it ...
Calculate the weighted average of interest rates in Microsoft Excel to compute the most accurate average interest rate among a group of lenders who received different rates. When you take a weighted ...
With stocks that you've invested in multiple times, it's useful to know how to calculate average trade price. This information can help you track your gains and losses over time. There are different ...
Calculating the return on your investments is the best way to tell if you're on track to achieve your financial goals. Yet if you regularly make contributions or withdrawals in your investment ...
Vikki Velasquez is a researcher and writer who has managed, coordinated, and directed various community and nonprofit organizations. She has conducted in-depth research on social and economic issues ...
Time-weighted return (TWR) calculates an investment portfolio or fund’s performance while accounting for external cash flows. Investment funds usually have money flowing in or out at various times.
A price-weighted average is a simple mathematical average of several stock prices, and is often used to construct a price-weighted index. Perhaps the most well-known stock index in the U.S., the Dow ...