Glossary
Financial Terms by:
- Abridged Prospectus
- Absolute Advantage
- Absolute Return
- Accelerated depreciation
- Acceleration clause
- Acceptance Credit
- Accounting Equation
- Accreted Value
- Accrual accounting
- Accrual basis
- Accrual strategy
- Accrued Expenses
- Accrued Interest
- Accumulated dividend
- Accumulation
- Accumulation Distribution Line
- Acid-test ratio
- Acquisition
- Active management
- Active Tranche
- Actively managed fund
- Actual market
- Additional bonds test
- Adequacy of coverage
- Adjustable-rate mortgage
- Adjusted distributed income
- Adjusted Futures Price
- Advance Decline Line
- Advance refunding
- Adverse Excursion
- Adverse selection
- Affinity fraud
- Ageing schedule
- Alpha and beta
- Alternative investments
- Amalgamation
- American Option
- Amortisation
- Analysis of variance
- Anaume pattern
- Annual percentage rate
- Annual report
- Annualised rate of return
- Annuity
- Applicable federal rate
- Arbitrage
- Arbitrage funds
- ARPU
- Ascending Triangle
- Ask Price
- Asset
- Asset allocation
- Asset class
- Asset management
- Asset stripper
- Assets under management
- Assets under management
- Auction markets
- Authorised shares
- Authority bond
- Automated teller machine
- Autoregressive
- Average accounting return
- Average maturity
- Average True Range (ATR)
- Averaging Down
- Back Months
- Backtesting
- Backup Withholding
- Backwardation
- Balance of trade (BOT)
- Balance Sheet
- Balanced funds
- Balanced Mutual Fund
- Balanced scorecard
- Balloon Interest
- Bankruptcy
- Base currency
- Basis point
- Basket Trade
- Bayes’ Theorem
- Bear Call Spread
- Bear market
- Bear Put Spread
- Bearish Divergence
- Being Bearish
- Being Bullish
- Benchmark
- Benchmark index
- Beneficial owner
- Beneficiary
- Bid price
- Bitcoin Mining
- Blockchain
- Blue Chip Stocks
- Bollinger Bands
- Bond swap
- Bond year
- Bondholder
- Book-to-Bill-Ratio
- Booked Orders
- Bookrunner
- Bourse
- Box Spread
- Bracket Order
- Breakdown
- Breakout
- Breakpoint
- Broker
- Budget Deficit
- Bull Market
- Bull Put Spread
- Bullet Bonds
- Bullion
- Bullish Divergence
- Business-to-Consumer
- Buy limit
- Buyback
- Buyout
- Call Option
- Candlestick
- Capital appreciation
- Capital expenditure (Capex)
- Capital Gains or Losses
- Capital Lease
- Capital Lease Obligations
- Capital preservation fund
- Capital Surplus
- Capitalisation
- Capitulation
- Carbon credits
- Carry Trade
- Cash Flow
- Cash Settlement
- Central limit theorem
- Certificate of deposit
- Charting
- Clean price
- Close-ended schemes
- Closing Price
- Coefficient of Variation (CV)
- Collateral
- Commingled funds
- Commodities trading
- Commodity
- Commodity Currencies
- Common Stock
- Companion tranche
- Compounding
- Concession bonds
- Conflict theory
- Consensus Estimate
- Consolidation
- Constant maturity treasury
- Constant prepayment rate
- Contingent deferred sales charge
- Contrarian Investor
- Contrarian Strategy
- Contribution Margin
- Convertible Bonds
- Convertible Securities
- Convexity
- Corporate bonds
- Correlation
- Correlation coefficient
- Counterparty
- Coupon payments
- Coupon yield
- Covenants
- Covered Call
- Covered Put
- Creative Destruction (CD)
- Credit risk
- Credit spreads
- Cryptocurrency
- Cumulative total return
- Cup & Handle
- Currency Crosses
- Currency Swap
- Cut-off-time
- Cyclical Stock
- Data Tagging
- Day trader
- DCF
- Deal Stock
- Death-Backed Bonds
- Debenture
- Debt to Asset Ratio
- Debtor Risk
- Decoupling
- Dedicated Capital
- Defeasance
- Deferred compensation
- Delta
- Demand elasticity
- Demat account
- Depreciation
- Derivatives
- Derivatives market
- Descending Triangle
- Digital Assets
- Diluted Earnings Per Share
- Disbursement
- Distribution
- Distribution schedule
- Dividend investing
- Dividend Yield
- Dollar-Cost Averaging (DCA)
- Double Bottom
- Double Bottom/ Double Top
- Double Taxation Agreement
- Double Taxation Relief
- Double Top
- Dow Theory
- Downtrend
- Downtrend
- Drawdown
- Due Diligence
- Dynamic bond funds
- Earnest Money
- Earnings Per Share (EPS)
- EBITA
- Economic Bubble
- Efficient Frontier
- Emerging Market Bonds
- Emerging Markets
- Employee stock option
- Encumbrance
- Endowment
- Endowment Fund
- Equities
- Equity Clawback
- Equity fund
- Equity Hedging
- Equity options
- Equity Trading
- Equity Volume
- Equivalent Bond Yield
- Equivalent Taxable Yield
- Escrow
- ESG
- ESG investing
- Eurobonds
- European Option
- Ex-dividend date
- Excess spread
- Exchange Control
- Exchange privilege
- Exchange rate
- Exercise
- Expected maturity date
- Expense ratio
- Expiration date
- Externality
- FAANG stocks
- Face-amount certificate
- Federal funds rate
- Federal Open Market Committee
- Feeder funds
- Fiduciary responsibility
- Final Maturity Date
- Financial independence
- Financial management
- Financial plan
- FIRE
- Fiscal policy
- Fixed annuity
- Fixed income
- Fixed-rate bond
- Flag
- Floating Rate Notes
- Focused Fund
- Folio number
- Foreign exchange markets
- Forward Contracts
- Forward Pricing
- Forward Swap
- Fringe benefits
- Fund Domicile
- Futures contracts
- Futures trading
- GAAP
- Gamma
- Garbatrage
- GATT
- GDPR
- General and administrative expenses
- Giffen Goods
- Gilt funds
- Global fund
- Global indices
- Going Long
- Gold bond
- Gordon growth model
- Green bonds
- Green Shoe Options
- Grey market
- Gross Income
- Gross margin
- Growth options
- Growth Plan
- Growth-style funds
- Half stock
- Harmonic mean
- Head-fake trade
- Heads & Shoulders
- Heat maps
- Hedge Funds
- Hedged Tender.
- Hedging
- Holding company
- Holding period
- Homemade leverage
- Homestead exemption
- Hope Credit
- Horizontal Integration
- Hostile takeover
- Human capital
- Hurdle rate
- Hybrid annuity
- Hybrid Stocks
- Hyperdeflation
- Hyperinflation
- Hyperledger composer
- Hypothecation
- Hysteresis
- Illiquidity
- Impact investing
- Implied volatility
- In the money
- In-house Funds
- Inactive stock
- Inception date
- Income protection insurance
- Independent financial adviser
- Index Fund
- Indexation
- Individual retirement account (IRA)
- Individual Savings Account
- Inflation
- Information-less trades
- Initial Public Offering
- Insider trading
- Insurable Interest
- Insurance
- Interest rate risk
- Interest rates
- Intermediated market
- International fund
- International securities exchanges
- Interpolation
- Intraday trading
- Intrapreneur
- Intrinsic Value
- Intrinsic Value
- Inventory turnover
- Inverse floater
- Inverse Heads & Shoulders
- Investment advisory
- Investment grade bonds
- Investment Horizon
- Investment objective
- Investment Policy
- Investment stewardship
- Investments
- Investor fallout
- Irrevocable Trust
- Joint bond
- Joint tenancy
- Joint-stock company
- Jumbo pools
- Junior Market
- Junk bonds
- Keynesian economics
- Kiddie tax
- Large Cap Stocks
- Late-stage funding
- Leaseback
- Letter of credits (LC)
- Letter of Intent
- Leverage
- Leverage ratio
- Leveraged Loan
- Liability
- Liberty bonds
- Lifecycle funds
- Line of credit
- Lipper ratings
- Liquid Assets to Net Worth Ratio
- Liquid funds
- Liquidity
- Liquidity coverage ratio
- Liquidity Ratio
- Liquidity risk
- Listing Rules
- Lock-in period
- Long Call
- Long Put
- Long-term investment strategy
- Lot
- Lumpsum
- Margin Requirement
- Margin stock
- Mark-to-market
- Market capitalisation
- Market capitalisation rate
- Market cycle
- Market Indexes
- Market Order
- Maturity distribution
- Mean Reversion
- Microcap stock
- Mid Cap Stocks
- Minority Interest
- Money market
- Money Market Instruments
- Moving Average (MA)
- Moving Average Convergence Divergence (MACD)
- Moving Average Indicator
- Multi-bagger Stocks
- Multi-level marketing
- Municipal bonds
- Mutual fund
- Mutual Funds Distributor
- Negative convexity
- Net asset value per share
- Net Fund Assets
- Net present value
- Net profit margin
- New fund offer
- NFT
- Noncyclical Stocks
- Notional amount
- Notional Value
- NPL
- Obligation bond
- On Balance Volume (OBV)
- One-decision stock
- Online trading
- Open Interest
- Open-ended funds
- Open-ended investment company
- Opening price
- Operating assets
- Operating expenses
- Operating Margin
- OPEX
- Optimal portfolio
- Option Chain
- Option contract
- Options
- Ordinary Shares
- Orphan stock
- Out of the money
- Over-the-counter stocks
- Overbought
- Overcollateralization
- Overhanging bonds
- Oversold
- Parallel bonds
- Passive funds
- Passive Investing
- PATMI
- Payment Date
- Payroll deduction plan
- Pegging
- Penny stock
- Performance appraisal
- Performance bond
- Perpetual bonds
- Perpetuity
- Personal financial ratios
- Physical ETF
- Pink sheet stocks
- Pip
- Plan participant
- Pledged Asset
- Portfolio
- Position Sizing
- Preference Shares
- Preferred Stock
- Premium
- Premium bond
- Prepayment risk
- Price Action
- Price priority
- Price-to-earnings (P/E) ratio
- Primary market
- Prime bank investments
- Private equity
- Probate Court
- Procurement
- Profit and Loss Statement
- Progressive tax
- Proportionate basis
- Prospectus
- Public Float
- Pump and dump
- Purchasing power
- Put Option
- Qualifying Annuity
- Quantitative easing
- Quantitative tightening
- Quantitative trading
- Quarter stock
- Quartile rank
- Queueing Theory
- Quick asset
- Quick Ratio
- Quiet period
- Quote-Driven Market
- Racketeering
- Rand cost averaging
- Real Estate Investment Trusts
- Rebalancing
- Recession
- Recovering funds
- Redemption
- Redemption Price
- Redemption yield
- Refunded bond
- Regional Fund
- Regression analysis
- Reinvestment option
- Reinvestment risk
- REITS
- Relative Strength Index (RSI)
- Relevant Cost
- Replenishment
- Repurchase of stock
- Reset bonds
- Residual maturity
- Resistance
- Restricted strict unit
- Retail price index (RPI)
- Retirement Planning
- Retracement
- Return on Assets (ROA)
- Return on Equity (ROE)
- Return on Invested Capital (ROIC)
- Return on investment
- Revenue bonds
- Reversal
- Reverse stock splits
- RevPAR
- Rho
- Rights of accumulation (ROA)
- Risk Tolerance
- Risk-Reward Ratio
- Riskometer
- Safe-Haven Currencies
- Savings bond calculator
- Savings Ratios
- Screen stocks
- Secondary Market
- Secondary Sharing
- Secondary stocks
- Sector funds
- Secured bonds
- Securitization
- Serial bonds
- Settlement currency
- Shadow Stock
- Share Market
- Shareholder service fees
- Shares
- Sharpe ratio
- Shopped stock
- Short Call
- Short Put
- Short Selling
- Short-term fund
- Small Cap Stocks
- Soft Dollar Broker
- Sovereign Wealth Fund
- SPAC
- Speculation
- Stagnation
- Standard deviation
- Statement of additional information
- Stochastic Oscillator
- Stock Keeping Unit
- Stock Market
- Stock market crash
- Stock options
- Stock quotes
- Stock split
- Stock symbol
- Stockholder
- Stop-limit sell order
- Straddle
- Strangle
- Strategic Alliance
- Stress test
- Strike Price
- Stub
- Style Box
- Subordinated Debt
- Subrogation
- Support
- Sustainability
- Sustainable investing
- Sustainable investment
- Swing trading
- Synthetic ETF
- Synthetic replication
- T-bills
- Taft-Hartley funds
- Tangible assets
- Target Leverage Ratio
- Target-date fund
- Term Fed funds
- The barbell strategy
- Thematic funds
- Theta
- Threshold securities
- Ticker
- Time Decay
- Time Value
- Top-down Investing
- Total Debt Servicing Ratio
- Tracker fund
- Trade sizing
- Trading Indicators
- Trading Volume
- Trail commission
- Trailing Stops
- Tranches
- Transfer of Shares
- Transferring assets
- Travel insurance
- Treasury Stock Method
- Trendline
- Trigger Option
- Trust deed
- Trust fund
- Turnover
- Turnover Ratio
- Umbrella Funds
- Unborrowable stock
- Underlying
- Underlying asset
- Underwriting risk
- Unearned Income
- Unit holder
- Unit investment trust (UIT)
- Uptrend
- Value at Risk
- Value chain
- Value investing
- Value of Land
- Value stock fund
- Value-style funds
- Variable annuity
- Variable-Interest Bonds
- Vega
- Venture Capital
- Vertical Financial Analysis
- Vesting
- Volatility
- Volume
- Voting Stock
- WACC
- Warrant Bonds
- Watered stock
- Wealth management
- Wealth manager
- Weighted average maturity
- Whisper stock
- Widow and Orphan stock
- Witching Hour
- Withholding Tax
- Working capital
- Xenocurrency
- Year to date
- Yen bond
- Yield curve
- Yield on Distribution
- Yield Pickup
- Yield to maturity
- Zero-coupon bond
- Zero-dividend preferred stock
- Zeta model
Subscribe to our newsletter
Category
Read the Latest Market Journal
Navigating the vast world of unit trusts can be daunting. With nearly 2000 funds available...
Predicting Trend Reversals with Candlestick Patterns for Beginners
Candlestick patterns are used to predict the future direction of price movements as they contain...
In the diverse and complex world of investing, unit trusts stand out as a popular...
Back in Business: The Return of IPOs & Top Traded Counters in March 2024
Start trading on POEMS! Open a free account here! At a glance: Major indices continue...
Weekly Updates 15/4/24 – 19/4/24
This weekly update is designed to help you stay informed and relate economic and company...
From $50 to $100: Unveiling the Impact of Inflation
In recent years, inflation has become a hot topic, evoking strong emotions as the cost...
Japan’s Economic Resurgence: Unveiling the Tailwinds Behind Nikkei 225’s Record Leap
Source: eSignal, Intercontinental Exchange, Inc. In the heart of Japan’s economic landscape, the Nikkei 225...
Weekly Updates 8/4/24 – 12/4/24
This weekly update is designed to help you stay informed and relate economic and...