Financial terms related to stocks, bonds, funds, and investment strategies.
Interest that has been earned or incurred but not yet paid or received.
The distribution of portfolio investments among stocks, bonds, cash, and other asset classes.
A market condition where prices fall 20% or more from recent highs.
A measure of a stock's volatility relative to the broader market.
A debt security where the issuer borrows money from investors and pays periodic interest.
A market condition with rising prices, typically 20%+ gains from recent lows.
Spreading investments across different assets to reduce overall portfolio risk.
A portion of company profits distributed to shareholders, usually quarterly.
A basket of securities traded on a stock exchange like a single stock.
The annual fee charged by a fund, expressed as a percentage of assets.
An investment paying a fixed interest rate or dividend at regular intervals.
A stock in a company expected to grow faster than average, typically paying little or no dividends.
A statistical measure of a market segment used as a benchmark for performance.
Using borrowed money to increase potential returns, amplifying both gains and losses.
The total market value of a company's outstanding shares.
A bond issued by a state or local government to fund public projects.
A pooled investment vehicle managed by professionals, holding a basket of securities.
A valuation metric comparing a stock's price to its earnings per share.
The collection of all investments held by an individual or institution.
The gain or loss on an investment over a period, expressed as a percentage.
Adjusting portfolio allocations back to target weights by buying or selling assets.
A shortcut: divide 72 by annual return % to estimate years until money doubles.
A stock market index tracking 500 large U.S. companies; widely used as a benchmark.
A share of ownership in a company, entitling the holder to profits and assets.
The principle that a dollar today is worth more than a dollar in the future.
U.S. government debt securities considered among the safest investments available.
A stock trading below its intrinsic value, often with low P/E and high dividend yield.
The degree of price variation in an investment over time; higher volatility means higher risk.
The income generated by an investment, expressed as a percentage of its cost.
A chart showing interest rates for bonds of different maturities.
A category of investments sharing similar characteristics and risk profiles.
A sales fee charged when selling shares of a mutual fund.
A bond maturing all at once on a single date with no early repayment.
A bond that the issuer can repay before maturity, typically when rates fall.
The process of deciding how to distribute capital among investments or projects.
A payment in cash made by a company to shareholders from profits.
A contractual promise or restriction binding a borrower or issuer.
An investor buying and selling securities within the same trading day.
A financial contract whose value is derived from underlying assets.
Automatically using dividend payments to purchase additional shares.