Time-Weighted Rate of Return (TWRR)

A return calculated over the time period invested, that excludes extraneous elements, such as deposits to and withdrawals from the investment accounted.

A return calculated over the time period invested, that excludes extraneous elements, such as deposits to and withdrawals from the investment accounted.

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Yield curve

A graphical representation of interest rates over time
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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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Clean price

The quoted price of a gilt, which excludes accrued interest
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Yield to maturity (YTM)

What is yield to maturity and why is it useful?
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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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Interest Rate

The amount a lender charges for lending your money, or a borrower pays you for borrowing your money.
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Exchange-Traded Fund (ETF)

A collection of investments, pooled into a single fund that can be bought and sold on a stock exchange.
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Ponzi Scheme

A form of fraud designed to lure new investors, and pays the earlier backers by using the new investors' money.
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Key Information Document (KID)

A document issued by an investment fund to help investors determine if it's the right fund for them.
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