Here you’ll find articles on traditional and not-so-traditional approaches to investing — primarily in individual stocks, exchange-traded funds, mutual funds, and bonds. Along with my breakdown and scrutiny of general strategies are first-hand experiences in implementing these approaches. Specific topics include building an investment portfolio and possible ways to determine whether a stock is bargain priced. Information and insights in the Investing category can help you develop a framework for making investment decisions.
Brokerage firms and advisors may give you information on investment results. But in many cases, these numbers aren’t personalized to your portfolio or tell an incomplete story, giving you overall returns but not annualized ones. You can easily calculate your annual investment returns using IRR functions in Excel. Here’s what to know and how to set up the spreadsheet to get started.