Tagged investment

Gross and net rental yield of a let property, in basis points, from annual rent, costs and value.

Compound annual growth rate between two values over a whole or fractional number of years, in basis points.

How many years a pension or investment pot lasts under a yearly withdrawal and a constant growth rate, year by year.

Trailing and forward dividend yield of a share or fund, in basis points, from the price and the dividends per unit.

What an annual charge costs an investment over the years: value with and without the fee, year by year, in minor units.

Each holding's share of a portfolio and its drift from a target weight, in basis points, from exact arithmetic.

Whole-unit buy and sell trades that bring a portfolio back to target weights, skipping trades below a minimum size.