Education
What CAGR Means and When It Misleads
CAGR is the constant annual growth rate connecting a starting value to an ending value, and it quietly assumes a smoothness the underlying returns never had.
Author
Peter Almeida
Independent editorial contributor covering property investment, housing markets, hospitality assets and market education.
Articles by Peter Almeida
Education
Total Return vs. Price Return: What the Gap Means
Total return counts reinvested distributions while price return counts price change alone, and the difference between the two compounds into a large gap over…
Education
Market vs. Limit vs. Stop Orders Explained
Market, limit, and stop orders differ in one variable — which party controls the trade price — and each type trades execution certainty against price control in…
Education
How Market-Cap and Equal-Weight Indexes Differ
Market-cap and equal-weight indexes hold the same constituents but weight them differently, and the weighting rule alone has produced documented return and risk…
Education
Loss Aversion and Recency Bias in Investing
Loss aversion and recency bias are two of the most extensively documented decision biases, and each appears in portfolio behavior in measurable, repeated ways.