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  2. Cost of carry - Wikipedia

    en.wikipedia.org/wiki/Cost_of_carry

    For example, a US investor buying a Standard and Poor's 500 e-mini futures contract on the Chicago Mercantile Exchange could expect the cost of carry to be the prevailing risk-free interest rate (around 5% as of November, 2007) minus the expected dividends that one could earn from buying each of the stocks in the S&P 500 and receiving any ...

  3. Convenience yield - Wikipedia

    en.wikipedia.org/wiki/Convenience_yield

    [1] [2] It is an adjustment to the cost of carry in the non-arbitrage pricing formula for forward prices in markets with trading constraints. Let F t , T {\displaystyle F_{t,T}} be the forward price of an asset with initial price S t {\displaystyle S_{t}} and maturity T {\displaystyle T} .

  4. x̅ and R chart - Wikipedia

    en.wikipedia.org/wiki/X̅_and_R_chart

    As with the ¯ and s and individuals control charts, the ¯ chart is only valid if the within-sample variability is constant. [4] Thus, the R chart is examined before the x ¯ {\displaystyle {\bar {x}}} chart; if the R chart indicates the sample variability is in statistical control, then the x ¯ {\displaystyle {\bar {x}}} chart is examined to ...

  5. Carry (investment) - Wikipedia

    en.wikipedia.org/wiki/Carry_(investment)

    The carry of an asset is the return obtained from holding it (if positive), or the cost of holding it (if negative) (see also Cost of carry). [1] For instance, commodities are usually negative carry assets, as they incur storage costs or may suffer from depreciation. (Imagine corn or wheat sitting in a silo somewhere, not being sold or eaten.)

  6. Roll yield - Wikipedia

    en.wikipedia.org/wiki/Roll_yield

    In the above characterization, the profit from holding physical oil is assumed to be $0, while the loss from holding the futures contract is calculated as -$1; however, this is only true if the cost-of-carry equals $0. Suppose the cost-of-carry equals $1, from $1 in storage costs and $0 from convenience yield, the roll yield is fully explained ...

  7. Point of total assumption - Wikipedia

    en.wikipedia.org/wiki/Point_of_total_assumption

    Calculation of Point of Total assumption (the case when EAC exceeds PTA that should be treated as a risk trigger, is shown) The point of total assumption (PTA) is a point on the cost line of the profit-cost curve determined by the contract elements associated with a fixed price plus incentive-Firm Target (FPI) contract above which the seller effectively bears all the costs of a cost overrun.

  8. Economic order quantity - Wikipedia

    en.wikipedia.org/wiki/Economic_order_quantity

    Incremental unit discount: Units 1–100 cost $30 each; Units 101–199 cost $28 each; Units 200 and up cost $26 each. So when 150 units are ordered, the total cost is $30*100 + $28*50. All units discount: an order of 1–1000 units costs $50 each; an order of 1001–5000 units costs $45 each; an order of more than 5000 units costs $40 each.

  9. Multiple-criteria decision analysis - Wikipedia

    en.wikipedia.org/wiki/Multiple-criteria_decision...

    Due to its simplicity, the above problem can be represented in criterion space by replacing the x's with the f 's as follows: Figure 2. Demonstration of the solutions in the criterion space Max f 1 Max f 2 subject to f 1 + 2f 2 ≤ 12 2f 1 + f 2 ≤ 12 f 1 + f 2 ≤ 7 f 1 – f 2 ≤ 9 −f 1 + f 2 ≤ 9 f 1 + 2f 2 ≥ 0 2f 1 + f 2 ≥ 0. We ...