FL Vocab padlet #2 by Tavian Neusom

Return

27neusomt — 2024-10-30 13:00:40 UTC

money made or lost on an investment over some period of time.

Growth Investing

27neusomt — 2024-10-30 13:01:19 UTC

investing for capital appreciation, that is, the rise in an investment's principal value

Income investing

27neusomt — 2024-10-30 13:02:07 UTC

Income investing involves using income producing assets such as dividend stocks, bonds, money market accounts, CDs (Certificates of deposit), and GICs (guaranteed investment certificates), etc., to help generate an additional source of income.

Security

27neusomt — 2024-10-30 13:02:54 UTC

financial instrument that has monetary value and can be traded. Securities are used to raise capital in public and private markets.

Dividends

27neusomt — 2024-10-30 13:03:40 UTC

a portion of a company's profits that is paid out to its shareholders.

Capital Appreciation

27neusomt — 2024-10-30 13:03:54 UTC

a rise in an investment's market price.

Capital Preservation

27neusomt — 2024-10-30 13:04:51 UTC

an investment strategy that prioritizes maintaining the initial value of the investment over seeking high returns

Portfolio

27neusomt — 2024-10-30 13:05:37 UTC

collection of financial assets that an individual or institution owns.

Diversification

27neusomt — 2024-10-30 13:06:13 UTC

a strategy that involves spreading investments across different asset classes, industries, and geographic regions to reduce risk and increase stability in returns

Asset Allocation

27neusomt — 2024-10-30 13:06:52 UTC

the process of dividing an investment portfolio among different asset classes to balance risk and reward.

Volatility

27neusomt — 2024-10-31 12:39:16 UTC

statistical measure of how much and how quickly an asset's price changes over a period of time.

Dollar Cost Averaging

27neusomt — 2024-10-31 12:39:43 UTC

an investment strategy in which the intention is to minimize the impact of volatility when investing or purchasing a large block of a financial asset or instrument.

Bonds

27neusomt — 2024-10-31 12:40:06 UTC

a fixed-income security that represents a loan from an investor to a company or government.

Stocks

27neusomt — 2024-10-31 12:40:31 UTC

share in the ownership of a company, including a claim on the company's earnings and assets.

Mutual Funds

27neusomt — 2024-10-31 12:41:09 UTC

a professionally managed investment vehicle that pools money from multiple investors to invest in assets like stocks, bonds, or other securities.

par value

27neusomt — 2024-10-31 12:42:18 UTC

he stated value of a financial instrument, such as a bond or a share of stock

Maturity

27neusomt — 2024-10-31 12:43:05 UTC

the date when a financial instrument or transaction ends and must be renewed or ceases to exist.

Default

27neusomt — 2024-10-31 12:43:47 UTC

when a borrower fails to meet the terms of a loan or debt agreement

Equities

27neusomt — 2024-10-31 12:44:15 UTC

equities are shares of a company that represent ownership in the company.

27neusomt — 2024-10-31 12:44:50 UTC

also known as stocks or equity, are units of ownership in a company. When an individual or institution buys shares, they become a shareholder and acquire a portion of the company.

Stock Exchange

27neusomt — 2024-10-31 12:45:27 UTC

a centralized location where investors can buy and sell equities.

Bull Market

27neusomt — 2024-10-31 12:46:05 UTC

a long, extended period in the market when overall stock prices are on the rise.

Bear Market

27neusomt — 2024-10-31 12:46:47 UTC

a prolonged drop in investment prices — generally, a bear market happens when a broad market index falls by 20% or more from its most recent high.

NAV

27neusomt — 2024-10-31 12:47:18 UTC

stands for net asset value, which is a financial term used to assess the value of an investment fund or company

prospects

27neusomt — 2024-10-31 12:48:58 UTC

a potential buyer or customer.

Brokers

27neusomt — 2024-10-31 12:49:42 UTC

a. firm or individual. that engages in the business of buying and selling securities – stocks, bonds, mutual funds, exchange-traded funds (ETFs), and certain other investment products – on behalf of its customer (as broker), for its own account (dealer), or both.