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  2. Gold as an investment - Wikipedia

    en.wikipedia.org/wiki/Gold_as_an_investment

    Investment gold enjoys preferential tax treatment in the European Union [53] and Switzerland. [54] By contrast, gold jewelry is subject to sales tax in most countries because it is considered a consumer good. Capital gains tax: Profits from the sale of investment gold are treated as capital gains in many countries and taxed accordingly. In the ...

  3. Rate of return - Wikipedia

    en.wikipedia.org/wiki/Rate_of_return

    This means if reinvested, earning 1% return every month, the return over 12 months would compound to give a return of 12.7%. As another example, a two-year return of 10% converts to an annualized rate of return of 4.88% = ((1+0.1) (12/24) − 1), assuming reinvestment at the end of the first year. In other words, the geometric average return ...

  4. Dave Ramsey once told a Ramsey Show caller it's possible to ...

    www.aol.com/finance/dave-ramsey-once-told-ramsey...

    The rule states that you should draw 4% of your assets from your investments each year in retirement. ... retirees can earn up to a 12% annual return from mutual funds, and will therefore be safe ...

  5. Return on investment - Wikipedia

    en.wikipedia.org/wiki/Return_on_investment

    Return on investment (ROI) or return on costs (ROC) is the ratio between net income (over a period) and investment (costs resulting from an investment of some resources at a point in time). A high ROI means the investment's gains compare favorably to its cost.

  6. Sharpe ratio - Wikipedia

    en.wikipedia.org/wiki/Sharpe_ratio

    It is defined as the difference between the returns of the investment and the risk-free return, divided by the standard deviation of the investment returns. It represents the additional amount of return that an investor receives per unit of increase in risk. It was named after William F. Sharpe, [1] who developed it in 1966.

  7. Risk–return spectrum - Wikipedia

    en.wikipedia.org/wiki/Risk–return_spectrum

    The risk–return spectrum (also called the risk–return tradeoff or risk–reward) is the relationship between the amount of return gained on an investment and the amount of risk undertaken in that investment. The more return sought, the more risk that must be undertaken.

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