For a premium bond, the current yield will be lower than the coupon rate and the YTM will be lower than the current yield. The yield to maturity is the rate of return an investor receives if the bond is held until it matures. YTM should be used to compare the relative return of diffe...
Keep in mind that the very definition of value investing is subjective. Some value investors only look at present assets/earnings and place no value on future growth. Other value investors include estimates of future growth and cash flows to come up with a...
Historically, stock market performance in the months leading up to the election has been a fairly accurate predictor of the U.S. election outcome. Since 1984, every time the S&P 500 has generated a positive return from the beginning of August through the end of October in a U.S. presidenti...
Dawn PapandreaJan. 9, 2025 Will You Benefit From Trump Tax Cuts? Tax breaks were a big issue on the campaign trail, and Congress will be focusing on ways to cut taxes and prevent tax increases that are currently scheduled to take effect in 2026. ...
As of Dec. 31. 2024. The stock market’s path forward amid rate changes Interest rates remain an important consideration for equity investors. “The Fed isn’t headed back to the pre-2022 ‘zero interest rate’ environment,” says Haworth. “Inflation may be settling...
The “contango” shape of the VIX futures curve tends to drag on volatility index ETF performance. Don’t confuse volatility ETFs with low-volatility (“factor-based”) ETFs, which seek stocks that pair low volatility with a quality factor such as dividend yield. ...
Transferring those costs to consumers may yield more profit for the business, but customers will have to pay a higher price for the same goods and services. For businesses, an increase in the PPI may back them into a corner with very few choices. They can remain price-competitive and take...
To assess the investment value of REIT shares, analysts typically consider: Anticipated growth in earnings per share; Anticipated total return from the stock, estimated from the expected price change and the prevailing dividend yield; Current dividend yields relative to other yield-oriented investments ...
Gains occur whenever an asset's current price is higher than the price at which it was originally purchased. So, if you bought a share of Amazon (AMZN) stock on Sept. 3, 2013, at $13.23 and held it until May 11, 2020, you would have experienced an unrealized gain, as the stock cl...
Noncompetitive bids are limited to $10 million and guarantee the bidder will receive the desired amount of the auctioned security at a price set by competitive bidders in the auction. Competitive bids specify the expected discount rate, yield, or spread and may only be filled in part, or not...