Marguerita is a Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), Retirement Income Certified Professional (RICP), and a Chartered Socially Responsible Investing ...

Investors and academics have long sought for a way to compare the performance of portfolios on a risk-adjusted basis. If you can adjust for risk, you can directly compare the performance of portfolios ...

Ratio analysis assesses company performance using financial ratios. ITW improved profit margins and FCF through strategic alignment. ITW's stock outperformed S&P 500 over a decade, showing strategic ...

The artificial intelligence (AI) industry is growing rapidly, and investors are looking for ways to gain exposure to this market. One way to do this is through ETFs that invest in AI. This article ...

In August 2015, the Securities and Exchange Commission (the SEC) adopted a final rule implementing Section 953(b) of the Dodd-Frank Act. The final rule requires U.S. public reporting companies to ...

Discover the ideal working capital ratio range and its significance for a company's financial health and liquidity management.

Financial matters need to be handled carefully for an organization to perform well. Your organization can use ratio analysis to evaluate its financial status and gauge its performance. Ratio analysis ...

The Treynor ratio is a tool in portfolio analysis that helps investors assess how well a portfolio compensates them for taking on market risk, also known as systematic risk. This portfolio ratio shows ...

Learn how to calculate, interpret, and analyse the debt-to-equity (D/E) ratio to assess a company's financial health, leverage, and investment risk.

Q: The most common way I hear analysts value stocks is with the price-to-earnings ratio. How useful is this, and what other metrics are worth considering? The price-to-earnings (P/E) ratio is ...