Your monthly loan payment consists of more than just equity and interest payments. If you didn't put down at least 20 percent when you acquired the loan, your monthly payment will likely include ...

Daniel Jassy, CFA, is an Investopedia Academy instructor and the founder of SPYderCRusher Research. He contributes to Excel and Algorithmic Trading. Return on investment (ROI) measures the amount of ...

Calculating returns from your stock portfolio can be a tricky matter, especially if some of your holdings pay dividends, or you make frequent deposits and withdrawals from your account. With Excel and ...

Investopedia contributors come from a range of backgrounds, and over 25 years there have been thousands of expert writers and editors who have contributed. Charlene Rhinehart is a CPA , CFE, chair of ...

A stock's historical variance measures the difference between the stock's returns for different periods and its average return. A stock with a lower variance typically generates returns that are ...

Calculate monthly returns by adjusting your portfolio's start/end balance with net deposits or withdrawals. Compare monthly returns to benchmarks like the Dow to assess your investment strategy. Avoid ...

Stock's historical variance measures its return stability over time. Higher variance indicates greater return unpredictability and risk. Calculate variance using Excel to simplify the process for ...