Tags » Investment Performance

The New Help to Buy ISA - Windsor

During the 2015 Budget announcement, the Chancellor, George Osborne revealed a new type of ISA, to be made available to the public in the Autumn of this year. 531 more words

Windsor IFA

Annualized Return or CAGR

The Annualized Total Return, also called the Compounded Annual Growth Rate (CAGR), provides an interesting number to describe the performance of an investment.  Contrary to… 317 more words

Investment Terminology

why more equity managers don't outperform

1.  Most US equity managers, prompted by personal inclination and the wishes of their employers and their institutional clients, adopt either a value (buying undervalued assets) or a growth(buying accelerating profit growth) investment style.   363 more words

Stock Market

Keeping Score for December 2014

I’ve just updated my Keeping Score page for a sideways-moving S&P in December.

Stock Market

Strategy Backtesting and overfitting

Strategy backtesting is often used to test an investment strategy from historical stock or ETF information (usually price).  The belief is that if a strategy performed well in the past, then it should continue to perform well in the future. 519 more words

Investment Terminology