Balanced investment strategy
A method of Portfolio allocation designed to provide both income and capital Appreciation while avoiding excessive Risk.
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10-K,
Adjusted balance method,
Appreciation,
Average daily balance method,
Accrual of discount,
Amortization of premium,
At par,
All or any part,
At best,
At call,
All-risks coverage,
At risk,
Add-on service,
Abstract of title,
Action to quiet title,
As is,
Assignment to creditors,
Attorney in fact,
Assignment of mortgage,
A shares,
Asset allocation fund,
At the money,
Annuity factor method,
Additional paid-in capital,
At the bell,
At the close,
At the figure,
At the full,
At the market,
At the opening order,
Automated Pricing and Reporting System,
Books of final entry,
Books of original entry,
Banking Act of 1933,
Bid-to-cover ratio,
Bureau of Public Debt,
Buying on margin,
Buy on close,
Buy on opening,
Balance of payments,
Board of Governors,
Bill of exchange,
Bill of sale,
Breach of trust,
Benchmark risk,
B shares,
Buy and write,
Before-tax income,
Breadth-of-market theory,
Capital,
Capital appreciation,
Capital asset,
Capital efficiency,
Capital expenditure,
Capital growth,
Capital investment,
Capital liability,
Capital loss,
Capital resource,
Cost Of Goods Sold,
Cost of sales,
Current income,
Call risk,
Cap,
Capital market,
Capital structure,
CAT bond,
Certificate of Participation,
Committee on Uniform Securities Identification Procedures,
Credit risk,
Code of procedure,
Capitalization of income,
Cap rate,
Capital account,
Capital consumption allowance,
Capital formation,
Cost of Living Adjustment,
Cost-of-living index,
Council of Economic Advisers,
Cash and carry trade,
Cheapest to deliver,
Chicago Board of Trade,
Country risk,
Cost-of-living rider,
Capital budget,
Capital gains distribution,
Certificate of stock,
Cost of carry,
Certificate of title,
Cancellation of debt,
Certificate of Claim,
Cost of debt capital,
Cost of funds,
Capital appreciation fund,
C shares,
Class of options,
Close to the money,
Counterparty risk,
Certificate of Occupancy,
Cloud on title,
Cash or Deferred Arrangement,
Capital Asset Pricing Model,
Capital commitment,
Class A Shares,
Class B Shares,
Contributed capital,
Crash of 1929,
Crash of 1987,
Capital gains tax,
Capital loss carryover,
Child and dependent care credit,
Coefficient of determination,
Cup and handle,
Certificate of delivery,
Close a position,
Curbs in,
Corporate venture capital,
Declining balance method,
Double-declining balance depreciation method,
Deposit in transit,
Date of issue,
Date of payment,
Debt capital,
Division of Enforcement,
Division of Investment Management,
Division of Market Regulation,
Date of record,
Dividend in arrears,
Division of labor,
De-escalation clause,
De facto,
Durable Power of Attorney,
Date of maturity,
Debtor in possession,
Debtor-in-possession financing,
Deed of Release,
Deed of Trust,
Default risk,
Discharge of bankruptcy,
Discharge of lien,
Due-on-sale clause,
Deep in the money,
Deep out of the money,
Deed of Surrender,
Department of Housing and Urban Development,
Diversifiable risk,
Dogs of the Dow,
Disposable income,
Dead cat bounce,
Depth of market,
Downside risk,
Eurodollar certificate of deposit,
Excess reserves,
Equity risk premium,
Escrowed to maturity,
Event risk,
Ex-legal,
Either-or order,
ECI,
E-mini,
Exchange of spot,
Ex-pit transaction,
Excess insurance,
Excluded risk,
Ex-all,
Ex-warrants,
Employee Retirement Income Security Act of 1974,
Excess accumulation,
Excess contribution,
Excess distribution,
Equity capital,
Ex-rights,
Ex-rights date,
Efficient portfolio,
Earned income tax credit,
Excess profits tax,
Excess returns,
Financial capital,
First In First Out,
Federal Savings and Loan Association,
Fixed income,
Fixed income equivalent,
Fixed-income arbitrage,
Flight to quality,
Flow of funds,
Fill or kill,
Front-ending an order,
Forward P/E,
Factors of production,
Favorable balance of trade,
Form 8-K,
Form S-1,
Friends and family offering,
Financial risk,
Full faith and credit,
Family of funds,
Fund of funds,
Free and clear,
Free right of exchange,
Federal ID Number,
Gross income,
G-7,
General Agreement on Tariffs and Trade,
G-8,
Growth and income fund,
Gather in the stops,
Hart-Scott-Rodino Act of 1976,
House of issue,
Health Insurance Portability and Accountability Act,
Holder in due course,
Home equity line of credit,
Head and shoulders,
Held at the opening,
Income statement,
Income bond,
In escrow,
Interest rate risk,
Invested capital,
In-house,
Investment Advisor Act of 1940,
Investment Company Act of 1940,
Income coverage,
Income stock,
In line,
Income distribution,
Insider Trading sanctions Act of 1984,
Internal Rate of Return,
Indication of interest,
Inc.,
In intestacy,
Interest rate cap,
In play,
In-process research and development,
Income fund,
Income risk,
I/O strip,
Income property,
Income replacement ratio,
In-service withdrawal,
Idiosyncratic risk,
Income exclusion rule,
Imbalance of orders,
In and out,
Inefficient portfolio,
In sympathy,
In the tank,
Invisible venture capital,
Jointly and severally,
Joint and several liability,
Joint and survivor annuity,
Last In First Out,
Lender of last resort,
Law of one price,
Limited risk,
Lending at a rate,
Limit-on-close order,
Law of demand,
Law of supply,
London International Financial Futures and Options Exchange,
Letter of comment,
Legal risk,
Lifetime cap,
Line of credit,
Loan-to-cost,
Loan-to-value,
Lock-in,
Life expectancy method,
Large cap,
Locked in,
Long-term gain or loss,
Level I quotes,
Make a market,
Market on close order,
Mark-to-market,
Medium of exchange,
Marginal propensity to consume,
Money at call,
Mortgage risk,
Market cap,
Medium-cap,
Micro cap,
Mid cap,
Market portfolio,
Net income,
Net income multiplier,
Net Operating Income,
Negotiable certificate of deposit,
Negotiable Order of Withdrawal,
Notice of Sale,
National Association of Securities Dealers,
National Association of Securities Dealers Automated Quotations system,
Net capital ratio,
Null and void,
Notice of Default,
National Association of Real Estate Investment Trusts,
Nasdaq Small Cap Market,
Nominal capital,
Office of Thrift Supervision,
OID,
Out-of-favor,
On-floor order,
On margin,
Or better,
Other income,
Opinion of title,
On account,
On-the-spot loan,
Option income fund,
Out of the money,
Old age, survivors, and disability insurance,
Ordinary income,
On-balance volume,
On close,
On open,
On the opening,
Permanent capital,
Pooling of interests,
Pre-depreciation profit,
Pre-tax profit margin,
Profit and loss statement,
Pro forma,
Payment-in-kind security,
Phantom income,
Price Value of a Basis Point,
P&L,
Provision for income taxes,
Portfolio manager,
Pre-existing conditions,
Portfolio,
Power of Attorney,
Past-due balance method,
Prepayment risk,
Previous balance method,
Principal risk,
Prioritization of debt,
Premium income,
Passive income,
Paid-in capital,
Paid-in surplus,
Pre-syndicate bid,
Private Investment in Public Equity,
Perfect capital market,
Portfolio insurance,
Portfolio theory,
Preservation of capital,
Point-and-figure chart,
Portfolio tracking,
Reports and Records,
Return of capital,
Return on Capital,
Return on Invested Capital,
Return on Total Assets,
Risk adjusted return,
Risk,
Regulation D,
Regulation G,
Regulation T,
Round of funding,
Rules of Fair Practice,
Rate of exchange,
Reciprocal of European terms,
Reinvestment risk,
Regulation A,
Right of first refusal,
Right of rescission,
Right to Know,
Revolving line of credit,
Right of recourse,
Rule of 78,
Right of redemption,
Retirement Equity Act of 1984,
Risk/return trade-off,
Risk arbitrage,
Risk-averse,
Risk management,
Risk neutral,
Risk premium,
Risk seeking,
Return on Capital Employed,
Rate of return,
Real rate of return,
Risk capital,
Selling, General and Administrative Expenses,
SG&A,
Savings and Loan,
Sight letter of credit,
S&L,
Securities and Exchange Commission,
Segregation of securities,
Standard of living,
Systemic risk,
Second-to-die insurance,
Statute of Limitations,
Sale and leaseback,
Satisfaction of debt,
Share appreciation mortgage,
Staggered board of directors,
Small cap,
Structured portfolio strategy,
S Corporation,
Short-term gain or loss,
Subchapter M,
Subchapter S Corporation,
Schedule C,
Securities Act of 1933,
Securities Acts Amendments of 1975,
Securities Exchange Act of 1934,
Seek a market,
S&P phenomenon,
Stop and reverse,
Seed capital,
T-Bill,
Term to maturity,
Take a position,
Trailing P/E,
Truth in Lending,
Tenancy at will,
Taxable income,
Taxpayer Relief Act of 1997,
Tax Reform Act of 1986,
Tax Reform Act of 1993,
Take a bath,
U.S. Government Agency Security,
U.S. Savings Bond,
U.S. Treasury,
U.S. Treasury Bill,
U.S. Treasury Bond,
U.S. Treasury Note,
U.S. Treasury Securities,
Unlimited risk,
Unsystematic risk,
Unit of trade,
Unit of trading,
Void,
Venture capital,
Venture capital limited partnership,
Working capital,
Waiver of premium,
Working capital loan,
Widow-and-orphan stock,
W-2 Form,
W formation,
When, as, and if issued,
X or XD,
Year-To-Date,
Yield to call,
Yield to maturity,
Yield to worst,
Zero-beta portfolio,
Zero-investment portfolio