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  2. Systematic investment plan - Wikipedia

    en.wikipedia.org/wiki/Systematic_Investment_Plan

    A systematic investment plan (SIP) is an investment vehicle offered by many mutual funds to investors, allowing them to invest small amounts periodically instead of lump sums. The frequency of investment is usually weekly, monthly or quarterly.

  3. Time-weighted return: What it is and how to calculate it - AOL

    www.aol.com/finance/time-weighted-return...

    Time-weighted return (TWR) calculates an investment portfolio or fund’s performance while accounting for external cash flows. Investment funds usually have money flowing in or out at various times.

  4. Dollar cost averaging - Wikipedia

    en.wikipedia.org/wiki/Dollar_cost_averaging

    Dollar cost averaging: If an individual invested $500 per month into the stock market for 40 years at a 10% annual return rate, they would have an ending balance of over $2.5 million. Dollar cost averaging ( DCA ) is an investment strategy that aims to apply value investing principles to regular investment.

  5. Share Incentive Plan - Wikipedia

    en.wikipedia.org/wiki/Share_Incentive_Plan

    The company can give employees up to 2 Matching Shares for each Partnership Share they buy. These shares will be free of Income Tax and National Insurance at the date of award. An employee can normally only take their Matching Shares out of the SIP in the 3-year period from the date of award if they leave the company.

  6. Mutual fund fees and expenses - Wikipedia

    en.wikipedia.org/wiki/Mutual_fund_fees_and_expenses

    Front-end loads reduce the amount of your investment. For example, let's say you have $1,000 and want to invest it in a mutual fund with a 5% front-end load. The $50 sales load you must pay comes off the top, and the remaining $950 will be invested in the fund. The Maximum sales load under the Investment Company Act of 1940 is 9%.

  7. Rate of return - Wikipedia

    en.wikipedia.org/wiki/Rate_of_return

    A loss instead of a profit is described as a negative return, assuming the amount invested is greater than zero. To compare returns over time periods of different lengths on an equal basis, it is useful to convert each return into a return over a period of time of a standard length. The result of the conversion is called the rate of return. [2]

  8. Modified Dietz method - Wikipedia

    en.wikipedia.org/wiki/Modified_Dietz_method

    The modified Dietz method [1] [2] [3] is a measure of the ex post (i.e. historical) performance of an investment portfolio in the presence of external flows. (External flows are movements of value such as transfers of cash, securities or other instruments in or out of the portfolio, with no equal simultaneous movement of value in the opposite direction, and which are not income from the ...

  9. 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.