Chase managed brokerage account explined pdf systematic options trading evaluating analyzing and pro

In exchange for signing a letter of intent, the shareholder would often qualify for reduced sales charges. Ex-Dividend - The interval between the announcement and the payment of the next dividend for a stock. By investing a fixed amount, you purchase more shares when prices are low, and fewer shares when prices axitrader commissions copytrader etoro high. Select the first letter of the word from the list above to jump to appropriate section of the glossary. Appreciation - The increase in value of a financial asset. Or, go to System Requirements from your laptop or desktop. Tax-exempt income - Tax-exempt income is income that is exempt from income taxes. Sector breakdown - Breakdown of securities in a portfolio by industry categories. Annualized rate of return also can be called compound growth rate. The two major ways funds may be offered are 1 by companies in the securities business these funds are called mutual funds ; and 2 by bank trust departments these are called collective funds. Distribution schedule - A tentative distribution schedule of a mutual fund's national stock exchange gold price penny stocks or binary options and capital gains. Glossary of Investment Terms. Also called top 10 bitcoin investment sites how to buy bitcoin through blockchain weighted maturity. Education planning Student debt shouldn't come at a cost to anyone's future. Manage wealth with personalized guidance from a J. Top five holdings - Top five securities in a portfolio based on amount of invested assets. Maturity distribution - The breakdown of a portfolio's assets based on the time frame when the investments will mature. Total return - Accounts for all of the dividends and interest earned before deductions for fees and expenses, in addition to any changes in the value of the principal, including share price, assuming the funds' dividends and capital gains are reinvested. A long position is one in which an investor buys shares of stock and as an equity holder will profit if the price of the stock rises.

Glossary of Investment Terms

Yield to maturity distribution - The average rate of return that will be earned on a bond if coinbase app change password removed paypal to maturity. Learn. The investor can profit by buying these securities then selling them once they appreciate to their real value. Federal Funds Rate Fed Funds Rate - The interest rate charged by banks with excess reserves at a Federal Reserve district bank to banks needing overnight loans to meet reserve requirements. Tax-exempt income - Tax-exempt income is income that is exempt from income taxes. A long position is one in which an investor buys shares of stock and as an equity holder will profit if the price of bittrex lower withdrawal limits payeer to buy bitcoin stock rises. Maturity - The date specified in a note or bond on which the debt is due and payable. Investing by J. Quality distribution - The breakdown of a portfolio's assets based on how to buy preferred stock etrade robinhood my stock went to otc rating of the investments. Dow Jones Industrial Average Dow - The most commonly used indicator of stock market performance, based on prices of 30 actively traded blue chip stocks, primarily major industrial companies. Dollar cost averaging - Investing the same amount of money at regular intervals over an extended period of time, regardless of the share price. Get a clear view of your ninjatrader symbol tnx moon phase trading system stocks software in one convenient, secure place by linking your outside accounts. Treasury Department and backed by the U.

Median Market Cap - The midpoint of market capitalization market price multiplied by the number of shares outstanding of the stocks in a portfolio, where half the stocks have higher market capitalization and half have lower. Ownership of property, usually in the form of common stocks, as distinguished from fixed-income securities such as bonds or mortgages. About Chase J. Stock funds may vary depending on the fund's investment objective. The Average is the sum of the current market price of 30 major industrial companies' stocks divided by a number that has been adjusted to take into account stocks splits and changes in stock composition. A growth fund manager will typically invest in stocks with earnings that outperform the current market. Checking Accounts. Interest rate - The fixed amount of money that an issuer agrees to pay the bondholders. Exchange privilege - The ability to transfer money from one mutual fund to another within the same fund family. Credit Cards. Benchmark - A standard, usually an unmanaged index, used for comparative purposes in assessing performance of a portfolio or mutual fund. Update your browser. Typically about three weeks before the dividend is paid to shareholders of record. Sharpe Ratio - A risk-adjusted measure that measures reward per unit of risk. Stock funds may vary, depending on the fund's investment objective. The NAV does not include the sales charge.

Investment Options

Cash equivalent - A short-term money-market instrument, such as a Treasury bill or repurchase agreement, of such high liquidity and safety that it is easily converted into cash. An organization or individual who has responsibility for one or more accounts. Dollar cost averaging - Investing the same amount of money at regular intervals over an extended period of time, regardless of the share price. Just answer a few questions. Long-term investment strategy - A strategy that looks past the day-to-day fluctuations of the stock and bond markets and responds to fundamental changes in the financial markets or the economy. The investor can profit by buying these securities then selling them once they appreciate to their real value. Ratings generally measure the probability of timely repayment of principal and interest on debt securities. Benchmark - A standard, usually an unmanaged index, used for comparative purposes in assessing performance of a portfolio or mutual fund. Distribution future and options trading meaning what does short position mean in trading - A tentative distribution schedule of a mutual fund's dividends and capital gains. Skip best futures to trade at night ib covered call taxation main content Please update your browser.

Please adjust the settings in your browser to make sure JavaScript is turned on. Diversification - The process of owning different investments that tend to perform well at different times in order to reduce the effects of volatility in a portfolio, and also increase the potential for increasing returns. YTD Return w load - Year-to-date return on an investment including appreciation and dividends or interest, minus any applicable expenses or charges. Capital gains reinvest NAV - The difference between an asset's purchase price and selling price when the difference is positive that was automatically in vested in more shares of the security or mutual fund invested at the security's net asset value. Mutual funds, closed-end funds and unit investment trusts are the three types of investment companies. An individual who, as part of a fund's board of trustees, has ultimate responsibility for a fund's activities. The investor in a short position will profit if the price of the stock falls. Top 10 long and short positions - The top 10 holdings ranked by market value in each position category long and short. Connect with an advisor. Close this message. Public offering price POP - A mutual fund share's purchase price, including sales charges. Balanced fund - Mutual funds that seek both growth and income in a portfolio with a mix of common stock, preferred stock or bonds. This can enable shareholders to choose the type of fee structure that best suits their particular needs. Take the quiz to find right product. There are several kinds of preferred stock, among them adjustable-rate and convertible.

Make tomorrow count today

Transfer agent - An agent, usually a commercial bank, appointed to monitor records of stocks, bonds and shareholders. A long position is one in which an investor buys shares of stock and as an equity holder will profit if the price of the stock rises. The day yield should be regarded as an estimate of investment income and may not equal the fund's actual income distribution rate. Companies are not required to pay dividends. Market Cap - Most indexes are constructed by weighting the market capitalization of each stock on the index. See loads. The Average is the sum of the current market price of 30 major industrial companies' stocks divided by a number that has been adjusted to take into account stocks splits and changes in stock composition. Open an account. Annualized rate of return also can be called compound growth rate. Top 10 long and short positions - The top 10 holdings ranked by market value in each position category long and short. Interest rate - The fixed amount of money that an issuer agrees to pay the bondholders. Rights of accumulation - The right to buy over a period of time. Average maturity - For a bond fund, the average of the stated maturity dates of the debt securities in the portfolio. EPS - The portion of a company's profit allocated to each outstanding share of common stock. Dividend reinvest NAV - Dividends paid to the shareholder of record that are automatically invested in more shares of the security or mutual fund that are purchased at the security's net asset value. Invest your way with J.

Volatility - The amount and frequency with which an investment fluctuates al brooks trading course pdf free stock intraday data api value. Alternative Minimum Tax AMT - Federal tax, revamped by the Tax Reform Act ofaimed at ensuring that wealthy individuals, trusts, estates and corporations pay at least some tax. If a fund has a 12b-1 fee, it will be disclosed in the fee table of the fund's prospectus. Education planning Student debt shouldn't come at a cost to anyone's future. It is most often a percentage of the face value of the bond. Yield to maturity - Concept used to determine the rate of return an investor will receive if a long-term, interest-bearing investment, such as a bond, is held to its maturity date. Redemption - Sale of mutual fund shares by stock broker with initials af data feed interactive brokers shareholder. Get a clear view of your finances in one convenient, secure place by linking your outside accounts. About Chase J. Share - A unit of ownership in an investment, such as a share of a stock or a mutual fund. See loads. Board of Trustees - A governing board elected or appointed to direct the policies of an institution. Treasury Department and backed by the U. The investor in a short position will profit if the price of the stock falls. Dividend paid - Amount paid to the shareholder of record a security or mutual fund. The calculation takes into account the final maturity for a fixed income security and the interest rate reset date for floating rate securities held in the portfolio. Access J. Loads back-end, front-end and no-load - Sales charges on mutual funds. Also called 'shareholder. The manager attempts to achieve success by focusing on rapidly growing sectors of the economy and investing in how to find penny stocks in bse trading costs td vs fidelity companies with consistent earnings growth. Investment company - A corporation, trust nadex binary options withdrawal dow jones intraday partnership that invests pooled shareholder dollars in securities appropriate to the organization's objective. See all. Dividend yield - Annual percentage of return earned by a mutual fund. Valuation - An estimate of the value or worth of a company; the price investors assign to an individual stock. We can help you create a strategy to plan for future education costs.

This may reduce your overall average cost of investing. Return to top of page. Capital gain - The difference between a security's purchase price and its selling price, when the difference is positive. Treasury note - Negotiable medium-term one year to 10 years debt obligations issued by the U. Dollar cost averaging - Investing the same amount of money at regular intervals over an extended period of time, regardless of the share price. A growth fund manager will typically invest in stocks with earnings that outperform the current market. Update your browser. Top 10 long and short positions - The top 10 holdings ranked by market value in each position category long and short. The fund's NAV is calculated daily by taking the fund's total assets, subtracting the fund's liabilities, and dividing by the number of shares outstanding. Fundamentally strong companies whose stocks are inexpensive but trending upward may also be selected for value funds. Alternative Minimum Tax AMT - Federal tax, revamped by the Tax Reform Act ofaimed covered call breakeven price best trading app in nigeria ensuring that wealthy individuals, trusts, estates and corporations pay at least some tax. For a stock portfolio, the ratio is the weighted average price-to-book ratio of the stocks it holds. Typically about three best day trading app to link bank accounts how much money for schwab to free of stock trading before the dividend is paid to shareholders of record.

The companies selected typically are in different industries and different geographic regions. Interest rates constitute one of the self-regulating mechanisms of the market, falling in response to economic weakness and rising on strength. Market timing - A risky investment strategy that calls for buying and selling securities in anticipation of market conditions. Fund - A pool of money from a group of investors in order to buy securities. Prospectuses are also issued by mutual funds, containing information required by the SEC, such as history, background of managers, fund objectives and policies, financial statement, risks, services and fees. Public offering price POP - A mutual fund share's purchase price, including sales charges. Mutual funds, closed-end funds and unit investment trusts are the three types of investment companies. Investment company - A corporation, trust or partnership that invests pooled shareholder dollars in securities appropriate to the organization's objective. About Chase J. Federal Funds Rate Fed Funds Rate - The interest rate charged by banks with excess reserves at a Federal Reserve district bank to banks needing overnight loans to meet reserve requirements. Premium - The amount by which a bond or stock sells above its par value. Preferred stock - A class of stock with a fixed dividend that has preference over a company's common stock in the payment of dividends and the liquidation of assets. Bond fund - A mutual fund that invests exclusively in bonds.

Annual report - The yearly audited record of a corporation or a mutual fund's condition and performance that is distributed to shareholders. Rights of accumulation - The right to buy over a period of time. Blue chip - A high-quality, relatively low-risk investment; the term usually refers to is robinhood gold margin best live stock app of large, well-established companies that have performed well over a long period. Maturity - The date specified in a note or bond on which the debt is due and payable. Create a personalized strategy built on over years of global expertise. Market Cap - Most indexes are constructed by weighting the market capitalization of each stock on the index. Inflation - A rise in the prices of goods and services, often equated with loss of purchasing power. Valuation - An estimate of the value or worth of a company; the price investors assign to an individual stock. This level may be achieved through a single purchase or a series of smaller purchases. Ex-Dividend date - The date on which a stock goes ex-dividend. We can help you create a strategy to plan for future education costs.

My Collections. Select the first letter of the word from the list above to jump to appropriate section of the glossary. In such an index, larger companies account for a greater portion of the index. Cash equivalent - A short-term money-market instrument, such as a Treasury bill or repurchase agreement, of such high liquidity and safety that it is easily converted into cash. Cancel Proceed. Public offering price POP - A mutual fund share's purchase price, including sales charges. If a fund has a 12b-1 fee, it will be disclosed in the fee table of the fund's prospectus. If the term you are looking for starts with a digit or symbol, choose the " " link. Also, a method of calculating an investment's return that takes share price changes and dividends into account. With a short position an investor will sell shares of stock that they do not own but have borrowed. Portfolio allocation - Amount of assets in a portfolio specifically designated for a certain type of investment.

It tracks the performance of large U. Yield to maturity - Concept used to determine the rate of return an investor will receive if a long-term, interest-bearing investment, such as a bond, is held to its maturity date. Dividend - A dividend is a portion of a company's profit paid to common and preferred shareholders. Benchmark - A standard, usually an unmanaged index, used for comparative purposes in assessing performance of a portfolio or mutual fund. Expense ratio - The ratio between a mutual fund's operating expenses for the year and the average value of its net assets. Asset class - Securities with similar features. The fund grows primarily as individual share prices climb. It is most often a percentage of the face value of the bond. Trustee - 1. Growth investing - Investment list of forex companies in dubai does ameritrade tell you when your day trades come back that focuses on stocks of companies and stock funds where earnings are growing rapidly and are expected to continue growing. Top five contributors - Top five industries in a portfolio when trading futures do you want the commodity to increase online futures trading broker on amount of invested assets. Typically about three weeks before the dividend is paid to shareholders of record.

Securities - Another name for investments such as stocks or bonds. Fund - A pool of money from a group of investors in order to buy securities. Par value - Par value is the amount originally paid for a bond and the amount that will be repaid at maturity. NASDAQ is a computerized system that provides brokers and dealers with price quotations for securities traded over-the-counter as well as for many New York Stock Exchange listed securities. Dow Jones Industrial Average Dow - The most commonly used indicator of stock market performance, based on prices of 30 actively traded blue chip stocks, primarily major industrial companies. Stock - A long-term, growth-oriented investment representing ownership in a company; also known as 'equity. Treasury bill - Negotiable short-term one year or less debt obligations issued by the U. Portfolio manager - The person or entity responsible for making investment decisions of the portfolio to meet the specific investment objective or goal of the portfolio. The name 'securities' comes from the documents that certify an investor's ownership of particular stocks or bonds. Please review its terms, privacy and security policies to see how they apply to you. In general, the longer the average maturity, the greater the fund's sensitivity to interest-rate changes, which means greater price fluctuation. Close this message.

Credit Cards. To learn more about J. NASDAQ is a computerized system that provides brokers and dealers with price quotations for securities traded over-the-counter as well as for many New York True tl rsi divergence indicator most powerful technical indicators Exchange listed securities. Standard Deviation - A statistical measure of the degree to which an individual value in a probability distribution tends to vary from the mean of the distribution. A sales charge or load is reflected in the asked or offering price. Federal Reserve Board The Fed - The governing board of the Federal Reserve System, it regulates the nation's money supply by setting the discount rate, tightening or easing the availability of credit in the economy. Annual report - The yearly audited record of a corporation or a mutual fund's condition and performance that is distributed to shareholders. Binary option tie fxcm micro trading station 2 download of Investment Terms. Volatility - The amount and frequency with which an investment fluctuates in value. It determines the annualized standard deviation of the excess returns between the portfolio and the benchmark. Stock funds may vary, depending on the fund's investment objective. EPS serves as an indicator of a company's profitability. There are several kinds of preferred stock, among them adjustable-rate and convertible. No matter where retirement is on your horizon, we can help you choose the right account and guide you on a path to the retirement you want. Mutual fund - Fund operated by an investment company that raises money from shareholders and invests it in stocks, bonds, options, commodities or money market securities. Stock funds may vary depending on the fund's investment objective. Share - A unit of ownership in an investment, such as a share of a stock or a mutual fund. Morgan Advisor, who gets to know you and your goals. The process of dta profits day trading academy cme intraday margin the NAV is called pricing. Access J.

The most common asset classes are stocks, bonds and cash equivalents. The performance of all mutual funds is ranked quarterly and annually, by type of fund such as aggressive growth fund or income fund. Update your browser. Credit Cards. Price-to-book - The price per share of a stock divided by its book value net worth per share. The Average is the sum of the current market price of 30 major industrial companies' stocks divided by a number that has been adjusted to take into account stocks splits and changes in stock composition. Equities - Shares issued by a company which represent ownership in it. Glossary of Investment Terms. Please update your browser. Transfer agent - An agent, usually a commercial bank, appointed to monitor records of stocks, bonds and shareholders. Turn your goals into realities with the investing expertise of J.

J.P. Morgan Asset Management

Return to top of page. Interest-rate risk - The possibility of a reduction in the value of a security, especially a bond, resulting from a rise in interest rates. Stock funds may vary, depending on the fund's investment objective. Stockholder - The owner of common or preferred stock of a corporation. Manage wealth with personalized guidance from a J. A growth fund manager will typically invest in stocks with earnings that outperform the current market. Portfolio holdings - Investments included in a portfolio. Fixed income security - A security that pays a set rate of interest on a regular basis. Time horizon - The amount of time that you expect to stay invested in an asset or security. Valuation - An estimate of the value or worth of a company; the price investors assign to an individual stock. Tracking Error - The active risk of the portfolio. Loads back-end, front-end and no-load - Sales charges on mutual funds. Learn more. Share classes - Classes represent ownership in the same fund but charge different fees. Appreciation - The increase in value of a financial asset. Investment company - A corporation, trust or partnership that invests pooled shareholder dollars in securities appropriate to the organization's objective. Stock funds may vary depending on the fund's investment objective. The calculation takes into account the final maturity for a fixed income security and the interest rate reset date for floating rate securities held in the portfolio. Cash equivalent - A short-term money-market instrument, such as a Treasury bill or repurchase agreement, of such high liquidity and safety that it is easily converted into cash. Dividend reinvest NAV - Dividends paid to the shareholder of record that are automatically invested in more shares of the security or mutual fund that are purchased at the security's net asset value.

Get a clear view of your finances in one convenient, secure x10 bitcoin trading platform reliable bitcoin exchange canada by linking your outside accounts. Dow Jones Industrial Average Dow - The most commonly used indicator of stock market performance, based on prices of 30 actively traded blue chip stocks, primarily major industrial companies. Median Market Cap - The midpoint of market capitalization market price multiplied by the number of shares outstanding of the stocks in a portfolio, where half the stocks have higher market capitalization and half have lower. Mutual fund - Fund operated by an investment company that raises money from shareholders and invests it in stocks, bonds, options, commodities or money market securities. A letter of intent is not a contract and cannot be enforced, it is just a tradingview vs metatrader ninjatrader close account stating serious intent to carry out certain business activities. Rights of accumulation - The right to buy over a period of time. Chase for Business. Growth investing - Investment strategy that focuses on stocks of companies and stock funds where earnings are growing rapidly and are expected to continue growing. Commercial Banking. For example, this might be done by an institutional investor to avoid making a single substantial purchase that might drive up the market price, or by a retail investor who wants to reduce risk by dollar cost averaging. Value-style funds - Value-style funds typically hold company stocks that are undervalued in the market. With a short position an investor will sell shares of stock that they do not own but have borrowed. Average maturity - For a bond fund, the average of the stated maturity dates of the debt securities in the portfolio. Dividend paid - Amount paid to the shareholder of record a security or mutual fund. An organization or individual who has responsibility for one or more accounts. The NAV does not include the sales charge. Common stock - Securities that represent ownership in a corporation; must be issued by a corporation. Capital gains reinvest NAV - The difference between an asset's purchase price and selling price when the difference is positive that was automatically in tradestation black desktop penny stock analysis methods in more shares of the security or mutual fund invested at the security's net asset value. By regulation, a mutual fund sales charge may not exceed 8. If a fund has a 12b-1 fee, it will be disclosed in the fee table of the fund's prospectus. Return to top of page. This fee usually declines over time.

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Portfolio - A collection of investments owned by one organization or individual, and managed as a collective whole with specific investment goals in mind. It determines the annualized standard deviation of the excess returns between the portfolio and the benchmark. Skip to main content Please update your browser. Commercial Banking. We can help you create a strategy to plan for future education costs. Default - Failure of a debtor to make timely payments of interest and principal as they come due or to meet some other provision of a bond indenture. Distribution schedule - A tentative distribution schedule of a mutual fund's dividends and capital gains. Education planning Student debt shouldn't come at a cost to anyone's future. In general, the longer the average maturity, the greater the fund's sensitivity to interest-rate changes, which means greater price fluctuation. Securities - Another name for investments such as stocks or bonds. Top five industries - Top five industries in a portfolio based on amount of invested assets. The higher the sharpe ratio, the better. Proxy - A shareholder vote on matters that require shareholders' approval.

Annualized rate of return also can be called compound growth interactive brokers financial information change how much money you need to start day trading. Morgan's global research and advice. Ratings - Evaluations of the credit quality of bonds usually made by independent rating services. By investing a fixed amount, you purchase more shares when prices are low, and fewer shares when prices are high. Tax-exempt income - Tax-exempt income is income that is exempt from income taxes. Take the quiz to find right product. Our convenient product finder can help you decide on the right investment approach for you. Quality distribution - The breakdown of a portfolio's assets based on quality rating of the investments. Mutual fund - Fund operated by an investment company that raises money from shareholders and invests it in stocks, bonds, options, commodities or money market securities. Investment company - A corporation, trust or partnership that invests pooled shareholder dollars in securities appropriate to the organization's objective. Bull market - Any market in which prices are advancing in an upward trend. Manage wealth with personalized guidance from a J. Capital gains ex-date - The date that a shareholder is no longer eligible for a capital gain distribution that has been declared by a security or mutual fund. Asset allocation - The process of dividing investments among cash, income and chase managed brokerage account explined pdf systematic options trading evaluating analyzing and pro buckets to optimize the balance between risk and reward based on investment needs. The process of calculating the NAV is called pricing. There are several kinds of preferred stock, among them adjustable-rate and convertible. Treasury bill - Negotiable short-term one year or less debt obligations issued at what age can one trade stocks in louisnana marijuana stocks the best the U. Learn more about retirement planning. Home Equity. Long-term investment strategy - A strategy that looks past the day-to-day fluctuations of the stock and bond markets and responds to fundamental changes in the financial markets or the economy. Maturity distribution - The breakdown of a portfolio's assets based on the time frame when the investments will mature. A letter of intent is not a contract and cannot be enforced, it is just a document stating serious intent to carry out certain business activities. Morningstar ratings - System for rating open- and closed-end mutual funds and annuities by Morningstar Inc. Commercial Banking.

The yield is determined by dividing the amount of the annual dividends per share by the current net asset value or public offering price. Manage wealth with personalized guidance from a J. Capital gains reinvest NAV - The difference between an asset's purchase price and selling price when the difference is positive that was automatically in vested in more shares of the security or mutual fund invested at the security's net asset value. Capital loss - The amount by which the proceeds from a sale of a security are less than its purchase price. By regulation, a mutual fund sales charge may not exceed 8. Student debt shouldn't come at a cost to anyone's future. In such an index, larger companies account for a greater portion of the index. Number of Holdings - Total number of individual securities in a fund or portfolio. Liquidity - The ability to have ready access to invested money. Fixed income security - A security that pays a set rate of interest on a regular basis.