If you are confused by personal finance terms, jargon and calculations, heres a series to simplify and deconstruct these for ...

For a portfolio, security, asset class or fund, the Sharpe Ratio calculates returns over the ‘risk-free’ rate, compared to the underlying volatility. The risk-free rate often used is the 90 ...

Momentum strategies, as demonstrated by XMMO, outperform both mid-cap and large-cap indices. Read why I'm bullish on the fund ...

Optimize backtesting with 10-25 year lookbacks. Learn why trimmed alpha excels and how retail trends can revitalize ...

To examine this, let’s consider the risk and return from a 2024 investment into Bitcoin against Bitcoin miners.

The Sharpe ratio, also known as the reward-to-variability ... Or the investor might use the annual performance of gold as a target. The investor would have to identify their target in the ...

Sebi's mandate for daily disclosure of Information Ratio aims to enhance transparency in mutual fund investments. While it ...

One major factor lenders consider when reviewing your mortgage application is your debt-to-income ratio (DTI). Essentially, how much of your paycheck goes toward paying down debts. A lower DTI ...

Develop an AI-powered crypto trading agent for real-time analysis, automated execution, risk management and adaptive learning ...