Holdings are the contents of an investment portfolio owned by an individual or entity, such as a mutual fund or pension fund.
Portfolio holdings can cover a wide range of investment products, including stocks, bonds, mutual funds, options, futures, and exchange-traded funds (ETFs).
The number and types of assets in a portfolio affect the degree of its diversification.
Diversification is a risk management strategy that mixes a wide variety of investments in a portfolio; a portfolio made up of different types of assets will, on average, generate higher long-term returns and reduce the risk of any individual holding or security.
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.