Education
How Portfolio Rebalancing Works, and Why It Interacts With Taxes
Rebalancing restores a portfolio's original target mix after markets move it off course. In a taxable account, the trades that do that can trigger capital…
Author
Peter Almeida
Independent editorial contributor covering property investment, housing markets, hospitality assets and market education.
Articles by Peter Almeida
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.
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…