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  2. Portfolio mortgages: What they are and how they work

    www.aol.com/finance/portfolio-mortgages...

    For example, North American Savings Bank‘s website features a portfolio loan that requires a 20 percent down payment (vs. 3 to 10 percent for conventional loans), a debt-to-income ratio of up to ...

  3. Rate of return on a portfolio - Wikipedia

    en.wikipedia.org/wiki/Rate_of_return_on_a_portfolio

    The owner of an investment portfolio borrows US$200,000 from the bank to invest in securities. The portfolio suffers losses, and the owner sells all its holdings. These trades, plus interest paid on the loan, leave US$100,000 cash. The net asset value of the portfolio is 100,000 - 200,000 = -100,000 USD.

  4. Bank statement loan: What is it and who should get one? - AOL

    www.aol.com/finance/bank-statement-loan-one...

    Portfolio loans: When a lender issues a portfolio loan, ... and are typically reserved for high-value customers or those who already have a relationship with the lender. If you’re an investor ...

  5. Valuation (finance) - Wikipedia

    en.wikipedia.org/wiki/Valuation_(finance)

    An appropriate capitalization rate is applied to the excess return, resulting in the value of those intangible assets. That value is added to the value of the tangible assets and any non-operating assets, and the total is the value estimate for the business as a whole. See Clean surplus accounting, Residual income valuation.

  6. Allowance for Loan and Lease Losses - Wikipedia

    en.wikipedia.org/wiki/Allowance_for_Loan_and...

    This reserve reduces the book value of the institution's loans and leases to the amount that the institution reasonably expects to collect. [2] The higher the estimated risk of uncollectable assets in the portfolio, the larger the ALLL reserve should be.

  7. How to calculate loan payments and costs - AOL

    www.aol.com/finance/calculate-loan-payments...

    The type of loan (interest-only or amortizing) will determine the loan payment formula and how interest is calculated. ... Most lenders require you to have more than 15 percent equity in your home ...

  8. Unpaid principal balance - Wikipedia

    en.wikipedia.org/wiki/Unpaid_principal_balance

    Unpaid principal balance (UPB) is the portion of a loan (e.g. a mortgage loan) at a certain point in time that has not yet been remitted to the lender. [1]For a typical consumer loan such as a home mortgage or automobile loan, the original unpaid principal balance is the amount borrowed, and therefore the amount the borrower owes the lender on the origination date of the loan.

  9. What is a loan-to-value ratio? - AOL

    www.aol.com/finance/loan-value-ratio-184253472.html

    Lowering your loan-to-value ratio can happen in one of two ways: You can save more money to make a larger down payment. You can find a cheaper property. If you find a $250,000 home, for instance ...