Relative Value

• Defensive stocks are stocks that provide stable dividends and stable earnings regardless of the overall state of the stock market.

• Income stocks are stocks that offer a regular and stable income, usually in the form of dividends, over a period of time with a low level of risk.

• The Jekyll and Hyde stock market exhibits a split personality.

• Added K value to non-voting Nasdaq ticker symbols.

• Magic formula investing is a successfully proven strategy that can increase your chances of beating the market.

• The Piotrosky scale is a scale from zero to nine, which includes nine factors that indicate the financial stability of the company.

• Value investing is an investment strategy that involves selecting stocks that trade at a price below their intrinsic or book value.

• Value stocks trade at levels that are perceived to be below fundamentals.

• Accredited investors are persons classified by the SEC as qualified to invest in complex or complex types of securities.

• The adjusted closing price changes the closing price of a share to reflect the value of that share after accounting for any corporate action.

Allocation is the systematic distribution of business resources between different entities and over time.#

• Alphabet shares are shares of a publicly traded company that have different classes of shares, commonly referred to as “.A shares” or “.B shares”.

• The annual equivalent rate (AER) is the actual interest rate on investments, loans or savings accounts that can be obtained after compounding interest.

• An annual analysis can be used to predict the financial performance of an asset, security or company for the next year.

• Annual rate of return is the process of determining the rate of return on an investment on an annual basis.

• Annual total return is the geometric mean of the amount of money earned by an investment each year over a given period of time.

• Anomalies are events that deviate from the predictions of economic or financial models and undermine the underlying assumptions of those models.

• Anti-dilution clauses are clauses built into convertible preferred shares to help protect investors from their investments that could lose value.

• Valuation is the increase in the value of an asset over time.

• An asset class is a group of investments that have similar characteristics and are subject to the same laws and regulations.

• Par value is the price at which the bond was issued, also known as its face value.

• 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.

• BAT stock is an acronym used to refer to China’s top three technology companies: Baidu Inc., Alibaba Holding Group Ltd. and Tencent Holdings Ltd.

• A backstop is the act of providing extreme assistance or security in an offering of securities to an unsubscribed portion of the shares.