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  2. Day count convention - Wikipedia

    en.wikipedia.org/wiki/Day_count_convention

    The coupon payment frequency. 1 = annual, 2 = semi-annual, 4 = quarterly, 12 = monthly, etc. Principal Par value of the investment. (Also known as "face value", "nominal value" or just "par"). In the case of an amortizing bond, it is the unpaid principal = outstanding principal amount (OPA) = principal balance.

  3. Duration (finance) - Wikipedia

    en.wikipedia.org/wiki/Duration_(finance)

    If each bond has the same yield to maturity, this equals the weighted average of the portfolio's bond's durations, with weights proportional to the bond prices. [1] Otherwise the weighted average of the bond's durations is just a good approximation, but it can still be used to infer how the value of the portfolio would change in response to ...

  4. Bootstrapping (finance) - Wikipedia

    en.wikipedia.org/wiki/Bootstrapping_(finance)

    Given: 0.5-year spot rate, Z1 = 4%, and 1-year spot rate, Z2 = 4.3% (we can get these rates from T-Bills which are zero-coupon); and the par rate on a 1.5-year semi-annual coupon bond, R3 = 4.5%. We then use these rates to calculate the 1.5 year spot rate. We solve the 1.5 year spot rate, Z3, by the formula below:

  5. How long does it take for Series EE bonds to mature? - AOL

    www.aol.com/finance/long-does-series-ee-bonds...

    Series EE bonds issued since May 2005 accrue interest at a fixed monthly rate, which is compounded semi-annually. If you have bonds bought prior to that, especially paper bonds, the U.S. Treasury ...

  6. Check or calculate the value of a savings bond online - AOL

    www.aol.com/finance/check-calculate-value...

    The value of a paper savings bond can be checked by using the savings bond calculator on the TreasuryDirect website and entering this information found on bond: Issue date. Bond series.

  7. Actuarial notation - Wikipedia

    en.wikipedia.org/wiki/Actuarial_notation

    By contrast, an annual effective rate of interest is calculated by dividing the amount of interest earned during a one-year period by the balance of money at the beginning of the year. The present value (today) of a payment of 1 that is to be made n {\displaystyle \,n} years in the future is ( 1 − d ) n {\displaystyle \,{(1-d)}^{n}} .

  8. Coupon (finance) - Wikipedia

    en.wikipedia.org/wiki/Coupon_(finance)

    For example, if a bond has a face value of $1,000 and a coupon rate of 5%, then it pays total coupons of $50 per year. Typically, this will consist of two semi-annual payments of $25 each. [3] 1945 2.5% $500 Treasury Bond coupon

  9. Savings bonds: What they are and how to cash them in - AOL

    www.aol.com/finance/savings-bonds-cash-them...

    Savings bond. Corporate bond. Interest. Yields are typically lower than corporate bonds, such as 3 percent to 4 percent. Interest varies considerably based on what the company offers.