Measuring Returns 101

When considering investing, the return is as one of the most crucial factors the investors look at. It is not the most complex concept when we look at the value of a portfolio, however the calculations can become very intricate when we look at large, multi-asset class portfolios with transaction costs, cash flows, dividends and interest payments, and frequent rebalancing. Continue reading Measuring Returns 101

What are equities?

This is the asset class with the largest valuation globally. Equity represents an ownership of the company share. Essentially, the ownership of equity entitles you to receive the future incomes of the company and allows you to decide on the company’s behalf based on the stake owned. Continue reading What are equities?