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.

Use a weighted average to evaluate stock performance if purchased in multiple transactions. Calculate weighted average by multiplying share price by quantity, then divide by total shares. Knowing your ...

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 ...

Katharine Beer is a writer, editor, and archivist based in New York. She has a broad range of experience in research and writing, having covered subjects as diverse as the history of New York City's ...

Thomas J Catalano is a CFP and Registered Investment Adviser with the state of South Carolina, where he launched his own financial advisory firm in 2018. Thomas' experience gives him expertise in a ...

When a company calculates its earnings over a certain period of time, it divides its profits by the number of outstanding shares. However, companies' outstanding shares can change over time as a ...

To understand how weighted average can achieve all these things, let’s start with the nuts and bolts of the calculation. Weighted averages are often used in investing, especially in how we measure the ...

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 ...