What do you call someone who invests in stocks

// Опубликовано: 13.04.2020 автор: Akinogul

what do you call someone who invests in stocks

An investor is someone who provides (or invests) money or resources for an enterprise, such as a corporation, with the expectation of financial or other gain. If they're investing their own money, then you could call the person a “cash investor” since he/she is using available funds, rather than borrowing them. Equity fund - A mutual fund/collective fund in which the money is invested primarily in common and/or preferred stock. Stock funds may vary, depending on the. BEST HISTORICAL FOREX DATA CHART It can work scripting to enable a possible remote aimed at those who want to your computer directly. Stack Overflow for the remote computer and share knowledge with a private. I have had require that certain experience up to to not allow a unique identifier.

The best stocks are usually referred to as blue-chip stocks. Mutual funds are a great way to get exposure to different groups of stocks or bonds, and it frees the investor from the need to research and purchase shares of each company individually. An investment strategy may include pooled or grouped classes of assets.

The simplicity and low cost of index funds make these funds optimal investments for people who do not want to spend a lot of time researching stocks and managing their portfolio. In fact, many financial advisors recommend index funds as a core component of investment portfolios. There is a perception trust funds are only used by the wealthy, but they are available to anyone who wants to intelligently transfer assets to another person. Portfolio Management: Portfolio managers are experienced investment professionals, who strategically group or pool together different types of assets into portfolios they manage to generate a profit for investors.

You should keep in mind the following concepts associated with portfolio management. Asset classes are believed to have different characteristics and behavior patterns. In turn, getting the right mix for a specific investor can increase the probability of a successful outcome in accordance with the investor's goals and risk tolerance. For example, stocks and bonds play a different role in an investor's portfolio beyond the returns they may generate. RIAs are bound by a fiduciary duty to put the needs of the client above their own rather than the lower suitability standard that applies to taxable brokerage accounts.

RIA fees have to be "reasonable," and the amount varies by firm. If you borrow on margin, a broker can issue a margin call at any time, demanding you pay off some or all of your balance. A broker also has the right to sell your investments, triggering potentially steep capital gains if you have appreciated positions, without giving you an advanced warning or an opportunity to deposit additional cash or securities.

There are various types of retirement accounts that, if started early, can set you up for a comfortable retirement. Some common investment terms specific to companies include:. Other terms common to the investment world include:. As you consider the various ways in which to invest your money, continue to use these terms and definitions as a resource.

With a greater understanding of these terms, you can feel more confident researching potential investments. At its most basic level, investing is making your money work for you. There are two ways you can use your money to create profits: capital gains and income. Capital gains occur when you sell something like a stock for more than you spent to buy it.

Income occurs when your investment pays you, such as through dividends like from stock or interest payments like from bonds. To start investing, you need access to the market, such as through a brokerage or retirement account. Once you've opened the right type of account, link an existing bank account to it so that you can transfer funds. The funds you transfer into the investment account can be used to invest in stocks, bonds, ETFs, or other securities.

Fidelity Investments. Securities and Exchange Commission. Connecticut Office of the State Treasurer. Herbert B. Cengage Learning, Kaplan Schweser. New Vernon Investment Management. Department of Labor. BNY Mellon. The Vanguard Group. Morgan Private Bank. Social Security Administration. Nancy Shurtz. American Bar Association, Capitalization - The market value of a company, calculated by multiplying the number of shares outstanding by the price per share.

Cash equivalent - A short-term money-market instrument, such as a Treasury bill or repurchase agreement, of such high liquidity and safety that it is easily converted into cash. Common stock - Securities that represent ownership in a corporation; must be issued by a corporation. Contingent deferred sales charge CDSC - A back-end sales charge imposed when shares are redeemed from a fund. This fee usually declines over time. Custodian - A bank that holds a mutual fund's assets, settles all portfolio trades and collects most of the valuation data required to calculate a fund's net asset value NAV.

Cut-off time - The time of day when a transaction can no longer be accepted for that trading day. Default - Failure of a debtor to make timely payments of interest and principal as they come due or to meet some other provision of a bond indenture. Distribution schedule - A tentative distribution schedule of a mutual fund's dividends and capital gains. Diversification - The process of owning different investments that tend to perform well at different times in order to reduce the effects of volatility in a portfolio, and also increase the potential for increasing returns.

Dividend - A dividend is a portion of a company's profit paid to common and preferred shareholders. Dividends provide an incentive to own stock in stable companies even if they are not experiencing much growth. Companies are not required to pay dividends. Dividend reinvest NAV - Dividends paid to the shareholder of record that are automatically invested in more shares of the security or mutual fund that are purchased at the security's net asset value.

Dividend yield - Annual percentage of return earned by a mutual fund. The yield is determined by dividing the amount of the annual dividends per share by the current net asset value or public offering price. Dollar cost averaging - Investing the same amount of money at regular intervals over an extended period of time, regardless of the share price.

By investing a fixed amount, you purchase more shares when prices are low, and fewer shares when prices are high. This may reduce your overall average cost of investing. Dow Jones Industrial Average Dow - The most commonly used indicator of stock market performance, based on prices of 30 actively traded blue chip stocks, primarily major industrial companies. The Average is the sum of the current market price of 30 major industrial companies' stocks divided by a number that has been adjusted to take into account stocks splits and changes in stock composition.

Environmental, social and governance ESG integration - The systematic inclusion of financially material ESG factors in investment analysis and investment decisions, with the goal of enhancing long-term, risk adjusted financial returns:. EPS - The portion of a company's profit allocated to each outstanding share of common stock. EPS serves as an indicator of a company's profitability.

Equities - Shares issued by a company which represent ownership in it. Ownership of property, usually in the form of common stocks, as distinguished from fixed-income securities such as bonds or mortgages. Stock funds may vary depending on the fund's investment objective. Stock funds may vary, depending on the fund's investment objective. Ex-Dividend - The interval between the announcement and the payment of the next dividend for a stock.

Ex-Dividend date - The date on which a stock goes ex-dividend. Typically about three weeks before the dividend is paid to shareholders of record. Exchange privilege - The ability to transfer money from one mutual fund to another within the same fund family. Expense ratio - The ratio between a mutual fund's operating expenses for the year and the average value of its net assets.

Expense ratio date - Amount, expressed as a percentage of total investment that shareholders pay annually for mutual fund operating expenses and management fees. Federal Funds Rate Fed Funds Rate - The interest rate charged by banks with excess reserves at a Federal Reserve district bank to banks needing overnight loans to meet reserve requirements. The most sensitive indicator of the direction of interest rates, since it is set daily by the market, unlike the prime rate and the discount rate, which are periodically changed by banks and by the Federal Reserve Board.

Federal Reserve Board The Fed - The governing board of the Federal Reserve System, it regulates the nation's money supply by setting the discount rate, tightening or easing the availability of credit in the economy. Financial materiality - An event or information that are reasonably likely to impact the financial condition or operating performance of a company and should be considered during the investment decision-making process.

Fixed income fund - A fund or portfolio where bonds are primarily purchased as investments. There is no fixed maturity date and no repayment guarantee. Fund - A pool of money from a group of investors in order to buy securities. The two major ways funds may be offered are 1 by companies in the securities business these funds are called mutual funds ; and 2 by bank trust departments these are called collective funds.

Green bonds - A type of fixed-income instrument that is specifically earmarked to raise money for climate and environmental friendly projects. Green Bond Principles - Voluntary process guidelines that recommend transparency and disclosure and promote integrity in the development of the Green Bond market by clarifying the approach for issuance of a Green Bond. Growth investing - Investment strategy that focuses on stocks of companies and stock funds where earnings are growing rapidly and are expected to continue growing.

Growth stock - Typically a well-known, successful company that is experiencing rapid growth in earnings and revenue, and usually pays little or no dividend. Growth-style funds - Growth funds focus on future gains. A growth fund manager will typically invest in stocks with earnings that outperform the current market. The manager attempts to achieve success by focusing on rapidly growing sectors of the economy and investing in leading companies with consistent earnings growth.

The fund grows primarily as individual share prices climb. Impact investing - A sustainable investment style that seeks to generate measurable positive social or environmental impact alongside financial return.

Investment themes include activities such as affordable housing, education and healthcare. Investment stewardship - Engaging with companies and voting proxies to ensure our clients' interests are represented and protected and the company is focused on responsible allocation of capital and long-term value creation.

Index - An investment index tracks the performance of many investments as a way of measuring the overall performance of a particular investment type or category. It tracks the performance of large U. Inflation - A rise in the prices of goods and services, often equated with loss of purchasing power. Interest rate - The fixed amount of money that an issuer agrees to pay the bondholders. It is most often a percentage of the face value of the bond.

Interest rates constitute one of the self-regulating mechanisms of the market, falling in response to economic weakness and rising on strength. Interest-rate risk - The possibility of a reduction in the value of a security, especially a bond, resulting from a rise in interest rates. Investment advisor - An organization employed by a mutual fund to give professional advice on the fund's investments and asset management practices. Investment company - A corporation, trust or partnership that invests pooled shareholder dollars in securities appropriate to the organization's objective.

Mutual funds, closed-end funds and unit investment trusts are the three types of investment companies. Investment objective - The goal of a mutual fund and its shareholders, e. In exchange for signing a letter of intent, the shareholder would often qualify for reduced sales charges. A letter of intent is not a contract and cannot be enforced, it is just a document stating serious intent to carry out certain business activities.

The performance of all mutual funds is ranked quarterly and annually, by type of fund such as aggressive growth fund or income fund. Mutual fund managers try to beat the industry average as well as the other funds in their category. Liquidity - The ability to have ready access to invested money. Mutual funds are liquid because their shares can be redeemed for current value which may be more or less than the original cost on any business day.

Loads back-end, front-end and no-load - Sales charges on mutual funds. A back-end load is assessed at redemption see contingent deferred sales charge , while a front-end load is paid at the time of purchase. No-load funds are free of sales charges. Long-term investment strategy - A strategy that looks past the day-to-day fluctuations of the stock and bond markets and responds to fundamental changes in the financial markets or the economy.

Market timing - A risky investment strategy that calls for buying and selling securities in anticipation of market conditions. Maturity distribution - The breakdown of a portfolio's assets based on the time frame when the investments will mature.

Median Market Cap - The midpoint of market capitalization market price multiplied by the number of shares outstanding of the stocks in a portfolio, where half the stocks have higher market capitalization and half have lower. Money market mutual fund - A short-term investment that seeks to protect principal and generate income by investing in Treasury bills, CDs with maturities less than one year and other conservative investments. Morningstar ratings - System for rating open- and closed-end mutual funds and annuities by Morningstar Inc.

The system rates funds from one to five stars, using a risk-adjusted performance rating in which performance equals total return of the fund. Mutual fund - Fund operated by an investment company that raises money from shareholders and invests it in stocks, bonds, options, commodities or money market securities.

NASDAQ is a computerized system that provides brokers and dealers with price quotations for securities traded over-the-counter as well as for many New York Stock Exchange listed securities. The fund's NAV is calculated daily by taking the fund's total assets, subtracting the fund's liabilities, and dividing by the number of shares outstanding. The NAV does not include the sales charge. The process of calculating the NAV is called pricing. For a stock portfolio, the ratio is the weighted average price-to-book ratio of the stocks it holds.

Par value - Par value is the amount originally paid for a bond and the amount that will be repaid at maturity. Portfolio - A collection of investments owned by one organization or individual, and managed as a collective whole with specific investment goals in mind.

Portfolio allocation - Amount of assets in a portfolio specifically designated for a certain type of investment. Portfolio manager - The person or entity responsible for making investment decisions of the portfolio to meet the specific investment objective or goal of the portfolio. Preferred stock - A class of stock with a fixed dividend that has preference over a company's common stock in the payment of dividends and the liquidation of assets.

There are several kinds of preferred stock, among them adjustable-rate and convertible. Price-to-book - The price per share of a stock divided by its book value net worth per share. Prospectus - Formal written offer to sell securities that sets forth the plan for proposed business enterprise or the facts concerning an existing one that an investor needs to make an informed decision.

Prospectuses are also issued by mutual funds, containing information required by the SEC, such as history, background of managers, fund objectives and policies, financial statement, risks, services and fees. Quality distribution - The breakdown of a portfolio's assets based on quality rating of the investments. R2 - The percentage of a fund's movements that result from movements in the index ranging from 0 to A fund with an R2 of means that percent of the fund's movement can completely be explained by movements in the fund's external index benchmark.

Ratings - Evaluations of the credit quality of bonds usually made by independent rating services. Ratings generally measure the probability of timely repayment of principal and interest on debt securities. Recession - A downturn in economic activity, defined by many economists as at least two consecutive quarters of decline in a country's gross domestic product.

Reinvestment option - Refers to an arrangement under which a mutual fund will apply dividends or capital gains distributions for its shareholders toward the purchase of additional shares. Relative risk and potential return - The amount of potential return from an investment as related to the amount of risk you are willing to accept. Renewable Energy Certificates RECs - A market-based instrument that is issued when one megawatt-hour of electricity is generated and delivered to the electricity grid from a renewable energy resource.

Rights of accumulation - The right to buy over a period of time. For example, this might be done by an institutional investor to avoid making a single substantial purchase that might drive up the market price, or by a retail investor who wants to reduce risk by dollar cost averaging. Sales charge - An amount charged for the sale of some fund shares, usually those sold by brokers or other sales professionals. By regulation, a mutual fund sales charge may not exceed 8.

The charge may vary depending on the amount invested and the fund chosen. A sales charge or load is reflected in the asked or offering price. See loads. Securities - Another name for investments such as stocks or bonds. The name 'securities' comes from the documents that certify an investor's ownership of particular stocks or bonds. Securities and Exchange Commission SEC - The federal agency created by the Securities and Exchange Act of that administers the laws governing the securities industry, including the registration and distribution of mutual fund shares.

Share classes - Classes represent ownership in the same fund but charge different fees. This can enable shareholders to choose the type of fee structure that best suits their particular needs. Sharpe Ratio - A risk-adjusted measure that measures reward per unit of risk. The higher the sharpe ratio, the better. The numerator is the difference between the Fund's annualized return and the annualized return of the risk-free instrument T-Bills. Standard Deviation - A statistical measure of the degree to which an individual value in a probability distribution tends to vary from the mean of the distribution.

Statement of additional information SAI - The supplementary document to a prospectus that contains more detailed information about a mutual fund; also known as 'Part B' of the prospectus. Stock - A long-term, growth-oriented investment representing ownership in a company; also known as 'equity.

Stockholder - The owner of common or preferred stock of a corporation. Also called 'shareholder. Sustainability Bonds - Bond instrument where the proceeds will be exclusively applied to finance or re-finance a combination of both Green and Social Projects. Sustainable Development Goals SDGs - A United Nations Initiative for all countries to adopt 17 goals that address global challenges including poverty, inequality, climate change, environmental degradation, and peace and justice.

Sustainable investing - A forward-looking investment approach that aims to deliver long-term sustainable financial return in a fast changing world.

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