Results for “invest”

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

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

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

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

Money-weighted return (XIRR) of dated cash flows on Excel's actual/365 convention, solved exactly in fixed point.

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

UK share matching for CGT: same-day, 30-day bed-and-breakfast, then the Section 104 pool; allowable cost per disposal.

ISA allowance used and remaining for a UK tax year: the overall limit, Lifetime ISA, cash ISA and Junior ISA.

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

Time-weighted return from valuations taken at each external cash flow, geometrically linked exactly.

UK pension annual allowance for a tax year with taper, MPAA and three-year carry-forward, and the excess charged.

Current yield and yield to maturity of a fixed-coupon bond from its clean price, as Excel's YIELD defines it.

UK Capital Gains Tax for an individual's tax year: losses, annual exempt amount, and the rates by asset and date.

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

Employee and employer Class 1 National Insurance for one payment by category letter, exact percentage method.

Cost to raise £1 and charitable spend ratio for a charity, in exact basis points.

Interim valuation: gross value to date, retention, previous payments, amount due, VAT or reverse charge, and CIS.

Split an amount across ratios without losing or inventing a single minor unit.

Compound interest accrued period by period in minor units, the way a statement is built.

Value unbilled time (work in progress) at cost or charge-out rates, less a write-down percentage.

Loyalty points for a purchase: redeem in blocks, earn on what is paid, with tier multipliers.

Retention held and released on a construction valuation: full rate, half at practical completion, none at the end.

Workplace pension contributions for one pay period: qualifying earnings band, employee and employer shares, tax relief.

Pay a premium by monthly instalments: deposit, flat credit charge, instalments exact to the penny, and the APR.

Statutory interest on a judgment debt (8% simple, daily) or a late commercial debt, England and Wales.

Profit on a sale with both the margin and the markup, so the two are never confused.

Check a double-entry journal: debits equal credits, no zero or two-sided lines, one currency, well-formed account codes.

UK Insurance Premium Tax at the standard or higher rate in force on a date, added to or taken out of a premium.

Check a 20-character Legal Entity Identifier against its ISO 17442 / ISO 7064 MOD 97-10 check digits.

FIFO stock valuation and cost of sales from a stock movement ledger, in exact money.

Student loan or postgraduate loan deduction from one period's pay, by plan, rounded down to whole pounds.

Tuition fee instalment schedule from a total, shares and due dates, exact to the penny.

Unrealised foreign exchange gain or loss on foreign-currency balances revalued at a period-end rate.

UK company car benefit in kind: appropriate percentage by CO2 and electric range, car and fuel benefit for a tax year.

Share a tips pool (tronc) between staff by hours worked, points, or hours times points, exactly to the penny.

Split an amount into the part used and the part unused over a billing period, losing nothing.

Employer match on a donation: a ratio in basis points, limited by a per-donor cap and a programme budget.

Apply money held on account in client account to bills in order: what each bill takes, what stays due, what is left.

Apply a rate expressed in basis points to a monetary amount, with an explicit rounding mode.

Billable utilisation and billing, collection and overall realisation rates, in basis points.

New rent after an index-linked (CPI/RPI) rent review, with an optional collar and cap and upward-only option.

Split an amount into n near-equal parts that add back up to exactly the whole.

Claim reserve history: paid, recovered, outstanding and incurred after each transaction, and the movement.

Customer lifetime value, LTV to CAC ratio and CAC payback months from ARPA, gross margin, churn and CAC.

A graduate's student or postgraduate loan repayment for a tax year, as Self Assessment works it out.

Interest accrued day by day on a changing balance under a day-count convention, summed exactly and rounded once.

A currency-tagged monetary amount held in integer minor units.

Loss ratio, expense ratio and combined ratio in basis points, from earned premium, incurred claims and expenses.

Early settlement figure and rebate on UK regulated consumer credit, per the Early Settlement Regulations 2004.