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  2. Year-to-date - Wikipedia

    en.wikipedia.org/wiki/Year-to-date

    Year-to-date is used in various contexts to record the results of an activity from the beginning of the year up to the present day. This period excludes the current day if it is not yet complete. In finance, YTD figures are often included in financial statements to detail the performance of a business entity. Providing YTD results for the ...

  3. Shareholder yield - Wikipedia

    en.wikipedia.org/wiki/Shareholder_yield

    The term shareholder yield was coined by William W. Priest of Epoch Investment Partners in a paper in 2005 entitled The Case for Shareholder Yield as a Dominant Driver of Future Equity Returns as a way to look more holistically at how companies allocate and distribute cash rather than considering dividends in isolation. [2]

  4. Yield vs. Return: What’s the Difference? - AOL

    www.aol.com/news/yield-vs-return-difference...

    People often use yield and return interchangeably, referring to what you'll earn from a fixed investment. However, there are some important differences to note for yield vs return.

  5. Total return - Wikipedia

    en.wikipedia.org/wiki/Total_return

    The total return on a portfolio of investments takes into account not only the capital appreciation on the portfolio, but also the income received on the portfolio. [1] The income typically consists of interest, dividends, and securities lending fees. This contrasts with the price return, which takes into account only the capital gain on an ...

  6. Yield curve - Wikipedia

    en.wikipedia.org/wiki/Yield_curve

    A bond's market value at different times in its life can be calculated. When the yield curve is steep, the bond is predicted to have a large capital gain in the first years before falling in price later. When the yield curve is flat, the capital gain is predicted to be much less, and there is little variability in the bond's total returns over ...

  7. Yield (finance) - Wikipedia

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

    yield to put assumes that the bondholder sells the bond back to the issuer at the first opportunity; and; yield to worst is the lowest of the yield to all possible call dates, yield to all possible put dates and yield to maturity. [7] Par yield assumes that the security's market price is equal to par value (also known as face value or nominal ...

  8. Dogs of the Dow - Wikipedia

    en.wikipedia.org/wiki/Dogs_of_the_dow

    The Dogs of the Dow is an investment strategy popularized by Michael B. O'Higgins in a 1991 book and his Dogs of the Dow website. [1]The strategy proposes that an investor annually select for investment the ten stocks listed on the Dow Jones Industrial Average whose dividend is the highest fraction of their price, i.e. stocks with the highest dividend yield.

  9. Investment strategy - Wikipedia

    en.wikipedia.org/wiki/Investment_strategy

    In finance, an investment strategy is a set of rules, behaviors or procedures, designed to guide an investor's selection of an investment portfolio. Individuals have different profit objectives, and their individual skills make different tactics and strategies appropriate. [1] Some choices involve a tradeoff between risk and return. Most ...