Geometric Mean Return

A way of calculating compound returns on an investment or savings over a set period of time.

A way of calculating compound returns on an investment or savings over a set period of time.

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W-8BEN Form

Non-US individuals and businesses may have to file this form for the Internal Revenue Service (IRS), the US tax authority.
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Value stocks

Stocks in companies that aren’t necessarily growing fast, but instead are dependable and stable.
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Investment Return

The amount of money made or lost from an investment. Usually expressed as a percentage.
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United States Dollar (USD)

The famous greenback our friends in the US use as currency.
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Xetra

A trading venue operated by the Frankfurt Stock Exchange.
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S&P 500

Find out what is the definition of the S&P 500 index.
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Securities

Bonds and stocks.
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Dirty price

The total price payable on the purchase of a gilt. It’s calculated as the clean price plus accrued interest.
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Profit and Loss Statement (P&L)

A statement that summarises firm's expenses, costs, and revenues incurred during a time period. AKA income statement.
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