Untitled Flashcards Set

Stocks and the Stock Market

• Financial Portfolio

• Savings, Investing, Risk

• Company, Parent Company, Product, Brand

• Private vs. public company

• IPO

• Stock, Ticker Symbol, Stock Exchange

• Sector/ industry

• subsidiary

• Previous Close Price, 52 Week (Year-Long) Range, P/E Ratio, Beta

• Listed equity

• Liquidity

• Indexes

• Exchanges

• Market capitalization/Market Cap (blue-chip stocks, small-cap stocks, medium-cap stocks, large-cap stocks)

• Dividend Yield

• fundamental analysis

• Earnings

• EPS

• Quarterly earnings report

• Price Target

• Valuation 

• Catalysts/ Risks

Stock Buying Strategies (Advantages and Disadvantages)

• Aggressive, moderate and conservative portfolios

• Risk tolerance

• Time horizon

• Diversification 

• Risk Management

• Buy and Hold

• Active Trading 

• Day Trading

• ESG Investing (pros and cons) 

Short Selling

• Borrow

• Margin Accounts

• Maintenance Requirement

• Short Cover (Cover)

Mutual Funds

• Net Asset Value (NAV)

• YTD Return

• Expense Ratio

• Net Assets

• Holding Turnover

• Morning Star Ratings

• Passive vs. Active Funds

• Types of Mutual Funds

• Mutual Fund Brokerage

Bonds

• Bond  

• Issuer  

• Interest  

• Principal

• Face value  

• Default 

• Investment Grade Credit Ratings

• Types of Bonds

  • Corporate bonds

  • Municipal bonds

  • Agency bonds

  • US treasury bonds

• Sub Prime Bonds

• Junk Bonds

• High Yield Bonds

• Bonds funds