Accredited investors are persons classified by the SEC as qualified to invest in complex or complex types of securities.
To be accredited, you must meet certain criteria, such as an average annual income of more than $200,000 or work in the financial sector.
Sellers of unregistered securities are only allowed to sell to accredited investors who are considered financially experienced enough to bear the risks.
Accredited investors are permitted to purchase and invest in unregistered securities if they meet one (or more) of the income, equity, asset size, management status or professional experience requirements.
Unregistered securities are considered inherently riskier because they do not disclose information as usual with SEC registration.
The annual equivalent rate (AER) is the actual interest rate on investments, loans or savings accounts that can be obtained after compounding interest.
Automated Account Transfer Service (ACATS) can be used to transfer stocks, bonds, cash, mutual funds, mutual funds, options, and other investment products.
Average Annual Return (AAR) is a percentage that represents the average historical return of a mutual fund, typically reported over three, five, and 10 years.
The bid-ask spread is the difference between the highest price a buyer is willing to pay for an asset and the lowest price a seller is willing to accept.
The Blue Ocean is considered (from a marketing point of view) as yet an untapped or uncontested market space.
– The term was coined by Chang Kim and René Mauborgne in Blue Ocean Strategy: How to Create Free Market Space and Eliminate Competition.
The book value of a company is the net difference between the total assets and total liabilities of that company, where the book value reflects the total value of the company’s assets that the company’s shareholders would have received if the company were liquidated.
“Buy and hold” is a long-term passive strategy in which investors maintain a relatively stable portfolio over time, regardless of short-term fluctuations.