SIE Exam Prep: Part 10 (Investment Returns) скачать в хорошем качестве

SIE Exam Prep: Part 10 (Investment Returns)

we break down the critical math and concepts behind Investment Returns. From calculating yields to understanding the timeline of dividend payments, this video covers the essential formulas and definitions you need to know for the exam. Key Topics Covered: • Important Dividend Dates: Declaration, Ex-Dividend, Record, and Payable dates (DERP). • Yield Calculations: How to calculate Current Yield and understanding Yield to Call. • Total Return: The formula for Total Return and Inflation-Adjusted (Real) Return. • Bond Pricing: Differences between Discount and Premium bonds. • Portfolio Concepts: Cost averaging and market indexes. Why This Matters: Understanding how returns are calculated and the "when" behind dividend payments is a guaranteed way to pick up points on the SIE and Series 7 exams. #SIEExam #FINRA #Series7 #InvestmentReturns #FinanceEducation #CapitalAdvantageTutoring If you are looking for materials you can get a 15% discount on STC materials by using this link Securities Training Corporation-- https://www.stcusa.com/referral/capit... If you are looking for an out of this world supplement go to: https://achievable.me/?utm_source=cap... Kindle Unlimited has some free resources for members https://amzn.to/2QiIUPd Some more Series 7 top off material (used) http://rover.ebay.com/rover/1/711-532... Series 7 for Dummies--https://amzn.to/36lmX7r Series 7 for Dummies Questions -- https://amzn.to/352vDiK Series 6 questions-- https://amzn.to/2ToH01j Series 6 book by Wiley -- https://amzn.to/2wpInn9 Michael Lewis ( love his take on finance ) Liars poker https://amzn.to/34J6MQH Flash Boys https://amzn.to/34zVwFU Money Culture https://amzn.to/2JSV6CQ PANIC!! https://amzn.to/2Nlvd0w Ray Dalio Big Debt Crisis https://amzn.to/36EGaSA 1980s Insider Trading Scandal ( I read this 2 or 3 times ) it’s NOT the movie ha-ha https://amzn.to/34A7rnm 0:00 Intro 0:48 Equity Investments 1:45 Important Dates 3:00 Ex Day 3:58 Wrong person gets dividend? 4:40 Stock Dividend 6:20 Current Yield 9:06 Discount vs Premium 9:57 Synonyms 10:20 Yield to Call 13:00 Total Return 13:12 Inflation Adjusted 14:43 Averaging 16:13 Portfolio - Index