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  2. Dollar vs. Time Weighted Investments: Is One Better Than The ...

    www.aol.com/finance/dollar-vs-time-weighted...

    The post Dollar Weighted vs. Time Weighted: Investments appeared first on SmartReads by SmartAsset. ... Julia has the same time-weighted value as Richard does. Any money that she invested on Jan ...

  3. Time-weighted return - Wikipedia

    en.wikipedia.org/wiki/Time-weighted_return

    The time-weighted return (TWR) [1] [2] is a method of calculating investment return, where returns over sub-periods are compounded together, with each sub-period weighted according to its duration. The time-weighted method differs from other methods of calculating investment return, in the particular way it compensates for external flows.

  4. Time-weighted return: What it is and how to calculate it - AOL

    www.aol.com/finance/time-weighted-return...

    Time-weighted return (TWR) calculates an investment portfolio or fund’s performance while accounting for external cash flows. Investment funds usually have money flowing in or out at various times.

  5. Rate of return - Wikipedia

    en.wikipedia.org/wiki/Rate_of_return

    Like the time-weighted return, the money-weighted rate of return (MWRR) or dollar-weighted rate of return also takes cash flows into consideration. They are useful evaluating and comparing cases where the money manager controls cash flows, for example private equity.

  6. Time-Weighted Rate of Return vs. Internal Rate of ... - AOL

    www.aol.com/finance/time-weighted-rate-return-vs...

    The time-weighted rate of return measures how your investments have performed in a vacuum. Basically, for the assets that you purchased, it determines how much have they gained or lost value.

  7. Modified Dietz method - Wikipedia

    en.wikipedia.org/wiki/Modified_Dietz_method

    The modified Dietz method is an example of a money (or dollar) weighted methodology (as opposed to time-weighted). In particular, if the modified Dietz return on two portfolios are R 1 {\displaystyle R_{1}} and R 2 {\displaystyle R_{2}} , measured over a common matching time interval, then the modified Dietz return on the two portfolios put ...

  8. Investment performance - Wikipedia

    en.wikipedia.org/wiki/Investment_performance

    Another important distinction is between the money-weighted return and the time-weighted return. The former is appropriate if the manager determines the timing of inflows in or outflows from the portfolio. The latter is appropriate when the manager is not responsible for the timing of cash inflows into and cash outflows from the portfolio.

  9. What is the time value of money? - AOL

    www.aol.com/finance/time-value-money-204611483.html

    The time value of money is the idea that receiving a given amount of money today is more valuable than receiving the same amount in the future due to its potential earning capacity. If you invest ...