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  2. 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 ...

  3. Chained dollars - Wikipedia

    en.wikipedia.org/wiki/Chained_dollars

    Constant Dollars: weighted by a constant/unchanging basket/list of goods and services. Chained Dollars: weighted by a basket/list that changes yearly to more accurately reflect actual spending. The basket is an average of the basket for successive pairs of years; example of paired years are 2010–2011, 2011–2012, etc.

  4. Average cost method - Wikipedia

    en.wikipedia.org/wiki/Average_cost_method

    A physical count is then performed on the ending inventory to determine the number of goods left. Finally, this quantity is multiplied by weighted average cost per unit to give an estimate of ending inventory cost. The cost of goods sold valuation is the amount of goods sold times the weighted average cost per unit.

  5. Dollar vs. Time Weighted Investments: Is One Better Than The ...

    www.aol.com/finance/dollar-vs-time-weighted...

    Any money that Richard invested on Jan. 1 grew by 10% at the end of the year, but his specific pattern of investments led to an overall loss of 0.01%, his dollar-weighted return.

  6. Valuation using discounted cash flows - Wikipedia

    en.wikipedia.org/wiki/Valuation_using_discounted...

    MedICT has chosen the perpetuity growth model to calculate the value of cash flows beyond the forecast period. They estimate that they will grow at about 6% for the rest of these years (this is extremely prudent given that they grew by 78% in year 5), and they assume a forward discount rate of 15% for beyond year 5. The terminal value is hence:

  7. From Side Hustles to Spreadsheets: 9 Money Trends To ... - AOL

    www.aol.com/side-hustles-spreadsheets-9-money...

    New Love for Spreadsheets Dorsainvil pointed out that while many well-designed budgeting apps are available, people will be looking for a more “hands-on approach” when managing finances in 2025.

  8. List of price index formulas - Wikipedia

    en.wikipedia.org/wiki/List_of_price_index_formulas

    The Marshall-Edgeworth index, credited to Marshall (1887) and Edgeworth (1925), [11] is a weighted relative of current period to base period sets of prices. This index uses the arithmetic average of the current and based period quantities for weighting.

  9. Time-weighted return - Wikipedia

    en.wikipedia.org/wiki/Time-weighted_return

    The time-weighted return (TWR) [1] [2] is a method of calculating investment return, where returns over sub-periods are compounded together, with each sub-period weighted according to its duration. The time-weighted method differs from other methods of calculating investment return, in the particular way it compensates for external flows.