Conference Board Economic Indicators Part One

This entry is part of a series, Conference Board Indicators»

Economic indicators such as the unemployment rate comprise a large part of the business news. Understanding the main indicators and their relationship to the overall economy will aid in understanding both the current economic condition and the most likely future developments. It’s well worth [...]

Tax equivalent yields

Given the planned rise in marginal tax rates it’s a sure bet that interest in tax-free investments will also be rising. Comparing of taxable vs. other taxable rates of return is quite simple and the same for comparing tax-free instruments against each other but how do we compare taxable vs. non-taxable products? The answer [...]

Unit Valuation System

Poor Man Investment Club uses the Unit Valuation System (UVS) to determine and track each member’s contributions and current share of worth. The Unit Valuation System has been used by Mutual Funds and investment partnerships for a very long time and only appears complicated at first pass. I will attempt here to provide a [...]

Unit Valuation System

Poor Man Investment Club uses the Unit Valuation System (UVS) to determine and track each member’s contributions and current share of worth. The Unit Valuation System has been used by Mutual Funds and investment partnerships for a very long time and only appears complicated at first pass. I will attempt here to provide a simple explanation of how it works and a few simplistic but explanatory examples.

The basic formula for calculating ‘Unit Value’ is:

UV =  (Market value + Cash + Income – Liabilities – Expenses) / # units

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