Annualized total return gives the yearly return of a fund calculated to demonstrate the rate of return necessary to achieve a ...

What Is Magic Formula Investing? Magic Formula Investing is an investment technique that uses a set of quantitative metrics to identify quality businesses available at a discount. It is a systematic ...

Daniel Jassy, CFA, is an Investopedia Academy instructor and the founder of SPYderCRusher Research. He contributes to Excel and Algorithmic Trading. Yarilet Perez is an experienced multimedia ...

Net present value (NPV) represents the difference between the present value of cash inflows and outflows over a set time period. Knowing how to calculate net present value can be useful when choosing ...

Retiring early is hard, but possible, if you know your numbers and have a plan to achieve your investing goals. More than half of working Americans feel they’re behind on their retirement savings, ...

Last month, two European quants, one working for Robeco and the other for Allianz, published a paper asking (and answering) whether formulaic investing is possible. Marcel Schwartz of Allianz and ...

Forbes contributors publish independent expert analyses and insights. Catherine Brock covers personal finance and investing. Having the discipline to stay calm, stick with your strategy, research your ...