Articles

PortfolioMetrics has introduced new CAGR and Compound Interest Calculators to complement its existing backtesting tool. These tools calculate growth rates and simulate the investment growth under various scenarios.

This article explores the power of Monte Carlo simulations in financial planning and investment strategies. It explains how these simulations use historical data and random variables to model a wide range of potential outcomes, helping investors better understand risks and make more informed decisions.

This article compares two ETFs tracking the S&P 500 index: VOO and VUAA. It highlights key differences between the two to help investors choose the most suitable option based on their location and investment preferences.

This blog article compares two popular Vanguard ETFs, VOO and VTI, detailing their key features and performance. It provides investors with insights to help choose between these funds based on their investment goals and risk tolerance.

The article compares the VT and VWCE, two prominent ETFs that provide global equity exposure, highlighting key differences such as geographic availability, expense ratios, indexes tracked, dividend treatment, and number of holdings.

PortfolioMetrics has released its 2024 mid-year updates, featuring new tools and enhancements to improve investment analysis, including Portfolio Value Growth Analysis with cash flows, Monte Carlo Simulation with cash flows, and Multi-Portfolio Reports.

The article provides a comparison between the QQQ and QQQM ETFs, two popular ETFs tracking the Nasdaq-100 Index. It examines the differences and highlights scenarios where one ETF may be more suitable than the other for various investor profiles.

This article explains concepts of drawdowns metric used for assessing investment risk.

This article breaks down the Markowitz Mean-Variance model and its graphical representation — the Efficient Frontier.

This article delves into the nature of portfolios, the value of backtesting, and our innovative tool called PortfolioMetrics that simplifies the process.

This article explores the concept of investment portfolio rebalancing, the reasoning behind its importance, and practical steps for achieving it.