Bond and Stock Valuation Concepts

Free CFP Exam lesson in Investment Planning. 14 min read, ~2,159 words.

Bond prices and interest rates always move inversely, this is mathematical, not opinion. Modified duration = Macaulay duration / (1 + YTM); multiply by yield change for price impact. Discount bond: Coupon < Current Yield < YTM. Premium bond: Coupon Current Yield YTM. Gordon Growth Model: Price = D1 /...

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