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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52-week high/low

The highest, or lowest, price a share has traded at in a passing year.
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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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Earnings per share

We look at what earnings per share mean and how to calculate it
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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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Collective investment scheme

Learn what's a collective investment scheme
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Net asset value

Mutual funds and investment trusts are priced on their net asset value (NAV).
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Custodian bank

Learn what a custodian bank is.
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Volatility

A measure of how much the prices of an asset or index vary over time.
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Over-The-Counter (OTC)

A security that is sold outside of an exchange.
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