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A screening question is used to:
Borrower
An individual, company, or entity that receives funds from another party with the agreement to repay the principal amount along with any agreed-upon interest.
Annualized (Geometric)
Annualized (geometric) refers to the method of calculating an average rate of return that accounts for the compounding effect over a period.
Rates of Return
The increase or decrease in value of an investment during a given time frame, shown as a percentage of the original investment cost.
World Stock Portfolio
A collection of stocks from companies located in various countries around the world, aiming for global diversification.
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