Profit and Loss Statement (P&L)

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

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

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Fundamentals

The data or information that is likely to impact a company's stock price.
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Holding Period Return

The amount of money generated by an asset during the time that it was held by an investor..
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Costs and Charges

The money you pay when investing.
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Fixed Income

An investment that provides a fixed rate of return, often over a specific set of time.
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Yield

Income from an investment as a percentage of its current price.
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Base rate

What's the base rate?
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Professional Client

An investor that is able to meet several regulatory criteria.
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Alpha

The percentage by which an investor outperforms a relevant benchmark.
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Money weighted rate of return

Learn what Money Weighted Rate of Return or MWRR stands for in finance.
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