Learn how to calculate stock beta in Excel using historical price data and formulas—enhance your investment analysis with ...

Investors, whether beginner or seasoned professionals, all have a threshold for risk. Some prefer to play it safe and favor a low-risk investment plan while others are more advantageous with a “high ...

Learn to calculate unlevered beta and understand how it isolates market risk by removing debt impact, empowering investors to ...

Each month, I provide an update to my four dividend growth model portfolios that includes portfolio beta and other volatility-adjusted metrics, such as the Sharpe Ratio. Recently, I was asked by a few ...

Last week, we received some excellent feedback in response to Monday’s article on calculating a stock’s beta. So today, I’m going to take this little-known metric one step further by showing you how ...

Beta measures stock volatility relative to the S&P 500 index. Low-beta stocks offer less volatility; high-beta stocks suggest more. Using beta aids in assessing portfolio risk and crafting investment ...

This article originally appeared in the fall 2019 issue of Morningstar Magazine. To learn more about Morningstar Magazine, please visit our corporate website. The Capital Asset Pricing Model is one of ...

Forbes contributors publish independent expert analyses and insights. William Baldwin covers investing, taxation and corporate finance. Invest according to a formula that weights stock positions in a ...