Return Calculations on Investments

November 02, 2020 • ROI

James Giles (CPA, CFA) presents how investors can calculate return on their investments with two basic performance methods: the Time-Weighted Return (TWR) and Dollar (Money) Weighted Return (DWR). What is the difference between the two methods, and which method should you monitor for what purpose? Further, learn how to evaluate positive or negative investment decisions and track your portfolio's performance.