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Portfolio
A Collection of investments all owned by the same individual or organization. These investments often include stocks, which are investments in individual businesses;
bonds, which are investments in Debt that are designed to earn interest;
and mutual Fund , which are essentially pools of Money from many investors that are invested by professionals or according to indices.
Semi Related Terms: 744 CLICK HERE TO VIEW
10-K ,
12b-1 funds ,
19c3 stock ,
Average collection period ,
Automatic Funds Transfer ,
Accrual bond ,
Accrual of discount ,
Accrued interest ,
Accumulation bond ,
Agency bond ,
American Municipal Bond Assurance Corporation ,
American Stock Exchange ,
Amortization of premium ,
Assumed bond ,
At par ,
Authority bond ,
All or any part ,
At best ,
At call ,
Active money ,
Adjustable rate preferred stock ,
All-risks coverage ,
At risk ,
Add-on service ,
Abstract of title ,
Action to quiet title ,
Assignment to creditors ,
Attorney in fact ,
Assignment of mortgage ,
Aggressive growth fund ,
A shares ,
Asset allocation fund ,
Automatic investment plan ,
At the money ,
Across the board ,
Additional paid-in capital ,
Against the box ,
At the bell ,
At the close ,
At the figure ,
At the full ,
At the market ,
At the opening order ,
Automated Pricing and Reporting System ,
Away from the market ,
Accredited investor ,
Angel investor ,
Below the line ,
Books of final entry ,
Books of original entry ,
Banking Act of 1933 ,
Barren money ,
Baby bond ,
Balanced fund ,
Bearer bond ,
Benchmark interest rate ,
Bid-to-cover ratio ,
Blanket bond ,
Blend fund ,
Bond anticipation note ,
Bond Buyer ,
Bond circular ,
Bond crowd ,
Bond equivalent yield ,
Bond fund ,
Bond indenture ,
Bond market ,
Bond ordinance ,
Bond quote ,
Bond resolution ,
Bond swap ,
Brady bond ,
Bullet bond ,
Bureau of Public Debt ,
Brought over the wall ,
Buying on margin ,
Buy on close ,
Buy on opening ,
Buy the book ,
Broad money ,
Balance of payments ,
Base interest rate ,
Board of Governors ,
Business cycle ,
Breaking the syndicate ,
Bill of exchange ,
Bill of sale ,
Breach of trust ,
By the book ,
Business credit ,
Business finance companies ,
B shares ,
Buy and write ,
Borrowed stock ,
Balanced investment strategy ,
Breadth-of-market theory ,
Beat the gun ,
Capital investment ,
Capitalized interest ,
Collection ,
Collection ratio ,
Cost Of Goods Sold ,
Cost of sales ,
Current debt ,
Clearinghouse funds ,
Collection float ,
Compound interest ,
Callable bond ,
Called bond ,
Catastrophe bond ,
CAT bond ,
Certificateless municipal bond ,
Certificate of Participation ,
Collateralized Bond Obligation ,
Combination bond ,
Committee on Uniform Securities Identification Procedures ,
Commodity-backed bond ,
Common stock equivalent ,
Companion bonds ,
Consolidated bond ,
Convertible debt ,
Corporate bond equivalent ,
Coupon bond ,
Current coupon bond ,
Call money rate ,
Code of procedure ,
Capitalization of income ,
Cost of Living Adjustment ,
Cost-of-living index ,
Council of Economic Advisers ,
Cyclical stock ,
Cash and carry trade ,
Certificated stock ,
Chasing the market ,
Cheapest to deliver ,
Chicago Board of Trade ,
Commodity pool ,
CLU ,
Cost-of-living rider ,
Callable stock ,
Certificate of stock ,
Consumer stock ,
Control stock ,
Cost of carry ,
Certificate of title ,
Cancellation of debt ,
Certificate of Claim ,
Consumer debt ,
Consumer interest ,
Cost of debt capital ,
Cost of funds ,
Capital appreciation fund ,
Clone fund ,
Closed-end fund ,
Closed-end investment company ,
Closed fund ,
Crossover fund ,
C shares ,
Class of options ,
Close to the money ,
Certificate of Occupancy ,
Cloud on title ,
Cash or Deferred Arrangement ,
Class A Shares ,
Class B Shares ,
Crash of 1929 ,
Crash of 1987 ,
Child and dependent care credit ,
Coefficient of determination ,
Cup and handle ,
Certificate of delivery ,
Close a position ,
Cornering the market ,
Curbs in ,
Debt service coverage ,
Deposit in transit ,
Date of issue ,
Date of payment ,
Debt ,
Debt capital ,
Debt-equity swap ,
Debt financing ,
Debt limit ,
Debt market ,
Debt shelf ,
Deep-discount bond ,
Deferred interest bond ,
Discount bond ,
Discounted bond ,
Dollar bond ,
Dual currency bond ,
Dual listing ,
Division of Enforcement ,
Division of Investment Management ,
Division of Market Regulation ,
Date of record ,
Dividend in arrears ,
Desk (the) ,
Division of labor ,
Dual life insurance ,
Deal stock ,
Defensive stock ,
Distribution stock ,
Donated stock ,
De-escalation clause ,
De facto ,
Doing business as ,
Durable Power of Attorney ,
Date of maturity ,
Debt consolidation ,
Debtor in possession ,
Debtor-in-possession financing ,
Debt retirement ,
Debt service ,
Deed of Release ,
Deed of Trust ,
Discharge of bankruptcy ,
Discharge of lien ,
Due-on-sale clause ,
Dual-purpose fund ,
Deep in the money ,
Deep out of the money ,
Deed of Surrender ,
Department of Housing and Urban Development ,
Dirty stock ,
Defensive investment strategy ,
Dogs of the Dow ,
Depth of market ,
Effective debt ,
Effective annual interest rate ,
Electronic Funds Transfer ,
Eurodollar certificate of deposit ,
Exact interest ,
Escrowed to maturity ,
Eurodollar bond ,
Euroyen bond ,
External funds ,
Either-or order ,
Extended broad money ,
E-mini ,
Exchange of spot ,
Employee Stock Purchase Plan ,
Employee stock repurchase agreement ,
Ex-all ,
Explicit interest ,
Enhanced index fund ,
Environmental fund ,
Equity fund ,
Exchange fund ,
Employee Retirement Income Security Act of 1974 ,
First In First Out ,
Federal funds ,
Federal Savings and Loan Association ,
Fed funds ,
Fidelity bond ,
Flight to quality ,
Floating-rate bond ,
Flow of funds ,
Free bond ,
Fill or kill ,
Front-ending an order ,
Fund supermarket ,
Fiat money ,
Forward P/E ,
Factors of production ,
Favorable balance of trade ,
Foreign Debt ,
Foreign direct investment ,
First preferred stock ,
Form 8-K ,
Form S-1 ,
Full stock ,
Friends and family offering ,
Fund ,
Fair Debt Collection Practices Act ,
Forward interest rate ,
Full faith and credit ,
Funded debt ,
Family of funds ,
Focused fund ,
Fund family ,
Fund manager ,
Fund of funds ,
Free and clear ,
Fixed investment trust ,
Free right of exchange ,
Federal ID Number ,
General Obligation Bond ,
Global bond ,
Gold bond ,
Government Bond ,
Guaranteed bond ,
Guaranteed Investment Contract ,
Growth stock ,
G-7 ,
General Agreement on Tariffs and Trade ,
Gross National Debt ,
G-8 ,
Global fund ,
Growth and income fund ,
Growth fund ,
Gather in the stops ,
High-grade bond ,
Housing bond ,
Hart-Scott-Rodino Act of 1976 ,
Hit the bid ,
House of issue ,
Health Insurance Portability and Accountability Act ,
Health Maintenance Organization ,
High-tech stock ,
Holder in due course ,
Home equity debt ,
Home equity line of credit ,
Hedge fund ,
Head and shoulders ,
Hammering the market ,
Held at the opening ,
Holding the market ,
Investment flows ,
Interest-bearing ,
Income bond ,
Index bond ,
Index-linked bond ,
Industrial revenue bond ,
In escrow ,
Installment bond ,
Insured bond ,
Interchangeable bond ,
Interest rate collar ,
Interest rate risk ,
Interest rate swap ,
Invested capital ,
Investment bill ,
Investment-grade bond ,
Investment letter ,
Investment security ,
Investment value ,
Irredeemable bond ,
In-house ,
Investment Advisor Act of 1940 ,
Investment bank ,
Investment banker ,
Investment Bankers Association ,
Investment banking ,
Investment banking group ,
Investment Company Act of 1940 ,
Income stock ,
In line ,
International Monetary Fund ,
Investment multiplier ,
Interest rate futures ,
Individual policy pension trust ,
Insurable interest ,
Insider Trading sanctions Act of 1984 ,
Interest ,
Interest expense ,
Internal Rate of Return ,
Investor relations ,
Indication of interest ,
Inc. ,
In intestacy ,
Inter vivos trust ,
Imputed interest ,
Interest deduction ,
Interest-only loan ,
Interest rate ,
Interest rate cap ,
Interest rate ceiling ,
Interest rate floor ,
In play ,
In-process research and development ,
Income fund ,
Index fund ,
Institutional fund ,
International fund ,
Investment company ,
Investment fund ,
Investment objective ,
Investment policy ,
Investment trust ,
Interest rate option ,
I/O strip ,
Inchoate interest ,
Interest-only strip ,
Investment property ,
In-service withdrawal ,
Investment philosophy ,
Individual tax return ,
Imbalance of orders ,
In and out ,
Individual investor ,
Institutional investor ,
In sympathy ,
In the tank ,
Junk bond ,
Jointly and severally ,
Jumping the gun ,
Joint and several liability ,
Junior debt ,
Joint and survivor annuity ,
Joint Stock Company ,
Last In First Out ,
Lender of last resort ,
Law of one price ,
Long Bond ,
Lending at a rate ,
Limit-on-close order ,
Lawful money ,
Law of demand ,
Law of supply ,
London International Financial Futures and Options Exchange ,
London Inter-Bank Offer Rate ,
Loan stock ,
Long-term debt ,
Letter of comment ,
Line of credit ,
Loan-to-cost ,
Loan-to-value ,
Lock-in ,
Lifecycle fund ,
Load fund ,
Leading the market ,
Locked in ,
Long-term gain or loss ,
Level I quotes ,
Money center bank ,
Money order ,
Mutual association ,
Mutual company ,
Mutual Savings Bank ,
Maintenance bond ,
Medium-term bond ,
Mezzanine debt ,
Moral obligation bond ,
Mortgage bond ,
Mortgage pool ,
Municipal bond ,
Municipal bond fund ,
Municipal bond insurance ,
Municipal Bond Insurance Association ,
Municipal investment trust ,
Municipal revenue bond ,
Muni fund ,
Make a market ,
Market on close order ,
Mark-to-market ,
Money management ,
Medium of exchange ,
Money ,
Marginal propensity to consume ,
Monetizing debt ,
Marginable stock ,
Money at call ,
Money factor ,
Mortgage debt ,
Mortgage interest deduction ,
Mutual fund ,
Mutual fund custodian ,
Mutual fund symbol ,
Matching funds ,
Mutual exclusion doctrine ,
Mutual improvement certificate ,
Money flow ,
Net interest margin ,
Net investment ,
Near money ,
Negotiable certificate of deposit ,
Negotiable Order of Withdrawal ,
New York Stock Exchange ,
Nine-Bond Rule ,
Non-callable bond ,
Non-interest-bearing note ,
Notice of Sale ,
National Association of Securities Dealers ,
National Association of Securities Dealers Automated Quotations system ,
National Debt ,
Nonvoting stock ,
Null and void ,
Nonrecourse debt ,
Notice of Default ,
Non-qualified stock option ,
Non-statutory stock option ,
National Association of Real Estate Investment Trusts ,
Non-investment property ,
No-load stock ,
Nonaccredited investor ,
Off the books ,
One time charge ,
Office of Thrift Supervision ,
Ordinary interest ,
Obligation bond ,
Out-of-favor ,
Over-the-Counter ,
On-floor order ,
On margin ,
Or better ,
Open interest ,
One-share one-vote rule ,
Optionable stock ,
Original issue stock ,
Opinion of title ,
On account ,
On-the-spot loan ,
Open-end fund ,
Option income fund ,
Option pool ,
Out of the money ,
Own ,
Old age, survivors, and disability insurance ,
Overlapping debt ,
On-balance volume ,
On close ,
One man picture ,
On open ,
On the opening ,
Pooling of interests ,
Profit and loss statement ,
Pro forma ,
Par bond ,
Payment-in-kind security ,
Performance bond ,
Pickup bond ,
Pool ,
Preferred debt ,
Premium bond ,
Premium over bond value ,
Price Value of a Basis Point ,
Prior lien bond ,
Privileged bond ,
Public bond ,
Public purpose bond ,
Put bond ,
Preferred stock ,
Prior preferred stock ,
P&L ,
Private debt ,
Preferred Provider Organization ,
Power of Attorney ,
Personal interest ,
Pool factor ,
Prepaid interest ,
Prioritization of debt ,
Purchase-money mortgage ,
Pooled fund ,
Prime rate fund ,
Publicly-traded fund ,
Pure index fund ,
Pension fund ,
Paid-in capital ,
Paid-in surplus ,
Passive investor ,
Percent held by institutions ,
Private Investment in Public Equity ,
Preservation of capital ,
Point-and-figure chart ,
Painting the tape ,
Qualified institutional investor ,
Reports and Records ,
Return of capital ,
Return on Capital ,
Return on Invested Capital ,
Return on Total Assets ,
Real interest rate ,
Real Estate Mortgage Investment Conduit ,
Redeemable bond ,
Registered coupon bond ,
Revenue bond ,
Reading the tape ,
Regulation D ,
Regulation G ,
Regulation T ,
Regulation U ,
Round of funding ,
Rules of Fair Practice ,
Rate of exchange ,
Reciprocal of European terms ,
Regulated investment company ,
Regional fund ,
Restricted stock ,
Regulation A ,
Right of first refusal ,
Right of rescission ,
Right to Know ,
Real estate owned ,
Regulation Z ,
Revolving line of credit ,
Right of recourse ,
Rule of 78 ,
Right of redemption ,
Retirement Equity Act of 1984 ,
Return on Capital Employed ,
Rate of return ,
Real rate of return ,
Retail investor ,
Selling, General and Administrative Expenses ,
SG&A ,
Savings and Loan ,
Savings Association Insurance Fund ,
Sight letter of credit ,
Simple interest ,
S&L ,
Stock association ,
Savings Bond ,
Secured bond ,
Securities and Exchange Commission ,
Self-supporting bond ,
Serial bond ,
Series bond ,
Series EE bond ,
Series HH bond ,
Short bond ,
Sinking fund ,
Sovereign debt ,
Split coupon bond ,
Step-up bond ,
Stock buyback ,
Straight bond ,
Super sinker bond ,
Surety bond ,
Securities Investor Protection Corporation ,
Segregation of securities ,
Sell the book ,
Stock loan ,
Second preferred stock ,
Stock dividend ,
Same-store sales ,
Standard of living ,
Single stock futures ,
Second-to-die insurance ,
Stock life insurance company ,
Secondary stock ,
Short interest ,
Short interest ratio ,
Stock bonus plan ,
Stock certificate ,
Stock Clearing Corporation ,
Stock consolidation ,
Stock exchange ,
Stock index ,
Stock market ,
Stock option ,
Stock option plan ,
Stock power ,
Stock screening ,
Stock swap ,
Stock symbol ,
Stock ticker ,
Statute of Limitations ,
Statutory investment ,
Sale and leaseback ,
Satisfaction of debt ,
Security interest ,
Senior debt ,
Subordinated debt ,
Staggered board of directors ,
Sector fund ,
Series fund ,
Socially responsible fund ,
Specialized fund ,
Specialty fund ,
Stock fund ,
Systematic investment plan ,
Selling the spread ,
Synthetic stock ,
Stock list ,
Story stock ,
Selling short against the box ,
Shorting against the box ,
S Corporation ,
Short-term gain or loss ,
Sin tax ,
Subchapter M ,
Subchapter S Corporation ,
Same Day Funds Settlement ,
Schedule C ,
Securities Act of 1933 ,
Securities Acts Amendments of 1975 ,
Securities Exchange Act of 1934 ,
Seek a market ,
Small investor ,
Smart money ,
Sophisticated investor ,
S&P phenomenon ,
Stop and reverse ,
Times interest earned ,
Tax-exempt bond ,
T-Bill ,
Term bond ,
Term to maturity ,
Treasury Bond ,
Take a position ,
Trailing P/E ,
Tight money ,
Treasury Stock ,
Tenancy by the entirety ,
Trust fund ,
TED spread ,
Truth in Lending ,
Tax-free bond fund ,
Tax-managed fund ,
Tenancy at will ,
Top hat plan ,
Ten-bagger ,
The Street ,
Timing the market ,
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 ,
Underlying debt ,
Unlimited tax bond ,
Unearned interest ,
Unit Investment Trust ,
Unit of trade ,
Unit of trading ,
Value stock ,
Vetoing stock ,
Voting stock ,
With interest ,
World Trade Organization ,
World fund ,
Waiver of premium ,
Watered stock ,
Widow-and-orphan stock ,
W-2 Form ,
W formation ,
When, as, and if issued ,
X or XD ,
Year-To-Date ,
Yankee bond market ,
Yield to call ,
Yield to maturity ,
Yield to worst ,
Y shares ,
Zero-coupon bond ,
Z shares ,
Zero-investment portfolio