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Definition of Buy-and-hold strategy
A passive investment strategy with no active buying and selling of stocks from the
A strategy that uses available information and forecasting techniques to seek a
The annual rate of return that when compounded t times, would have
A strategy in which the maturities of the securities included in the portfolio are concentrated
Products that have been sold with an explicit agreement that delivery
A mortgage loan on newly developed property that the builder subsidizes during the
A strategy in which a portfolio is constructed so that the maturities of its securities are highly
To purchase an asset; taking a long position.
Another term for a repo.
To cover, offset or close out a short position. Related: evening up, liquidation.
A conditional trading order that indicates a security may be purchased only at the designated
To buy at the end of the trading session at a price within the closing range.
A transaction in which an investor borrows to buy additional shares, using the shares
To buy at the beginning of a trading session at a price within the opening range.
This is an agreement entered into by the owners of a business to define the conditions under which the interests of each shareholder will be bought and sold. The agreement sets the value of each shareholders interest and stipulates what happens when one of the owners wishes to dispose of his/her interest during his/her lifetime as well as disposal of interest upon death or disability. Life insurance, critical illness coverage and disability insurance are major considerations to help fund this type of agreement.
A financial analyst employed by a non-brokerage firm, typically one of the larger money
Mortgages in which monthly payments consist of principal and interest, with portions of these
Buying the index
Purchasing the stocks in the S&P 500 in the same proportion as the index to achieve the
Purchase of a controlling interest (or percent of shares) of a company's stock. A leveraged buy-out is
A strategy in which a put and with the same strike price and expiration are either both
a foundation for the compensation plan that addresses the role compensation should play in the organization
One of two parties to a conditional sale agreement, the other being the conditional seller.
Conflict between bondholders and stockholders
These two groups may have interests in a corporation that
an organizational strategy in which company management decides to confront, rather than avoid, competition; an organizational strategy in which company management still attempts to differentiate company
cost leadership strategy
a plan to achieve the position in a
Covered call writing strategy
A strategy that involves writing a call option on securities that the investor
One corporation holds shares in another firm.
Refers to multi-period cash flow matching.
a technique for avoiding competition by distinguishing a product or service from that of competitors through adding sufficient value (including quality and/or features) that customers are willing to pay
Refers to the investors percentage ownership of a company that can be re-acquired by the company, usually at a pre-determined amount.
Those holding shares of the firm's equity.
The purchase of items exceeding the quantity levels indicated
a mission that attempts to protect the business
The date on which holders of record in a firm's stock ledger are designated as the
A corporation that owns enough voting stock in another firm to control management and
Length of time that an individual holds a security.
Holding period return
The rate of return over a given period.
A bond portfolio strategy whose goal is to eliminate the portfolio's risk against a
Import-substitution development strategy
A development strategy followed by many Latin American
A bond portfolio strategy in which the portfolio is constructed to have approximately equal
This is any upgrade to leased property by a lessee that will be
The cost of improvements made to property that the company leases.
The purchase of one business entity by another, largely using borrowed
Leveraged buyout (LBO)
A transaction used for taking a public corporation private financed through the use
leveraged buyout (LBO)
Acquisition of the firm by a private group using substantial borrowed funds.
a decision that compares the cost of
Management buyout (MBO)
Leveraged buyout whereby the acquiring group is led by the firm's management.
management buyout (MBO)
Acquisition of the firm by its own management in a leveraged buyout.
A strategy of using futures for asset allocation by pension sponsors to avoid disrupting the
Passive investment strategy
See: passive management.
Passive portfolio strategy
A strategy that involves minimal expectational input, and instead relies on
This is the person who owns a life insurance policy. This is usually the insured person, but it may also be a relative of the insured, a partnership or a corporation. There are instances in marriage breakup (or relationship breakup with dependent children) where appropriate life insurance on the support provider, owned and paid for by the ex-spouse receiving the support is an acceptable method of ensuring future security.
Protective put buying strategy
A strategy that involves buying a put option on the underlying security that is
A strategy of introducing into the decision-making process a random element that is
RATE OF RETURN ON STOCKHOLDERS’ EQUITY
The percentage return or profit that management made on each dollar stockholders invested in a company. Here’s how you figure it:
RATIO OF DEBT TO STOCKHOLDERS’ EQUITY
A ratio that shows which group—creditors or stockholders—has the biggest stake in or the most control of a company:
Owner of one or more shares of stock in a corporation.
Represents the total assets of a corporation less liabilities.
Increasing the value of the business to its shareholders, achieved through a combination of
This is a company's total assets minus total liabilities. A company's net worth is the
The total amount of contributed capital and retained earnings; synonymous with stockholders' equity.
The residual interest or owners' claims on the assets of a corporation
The capital invested in a business by the shareholders, including retained profits.
A section of an annual report where one can find jargon-free discussions by
A strategy that involves a position in one or more options so that the cost of buying an
Anyone with a financial interest in the firm.
All parties that have an interest, financial or otherwise, in a firm - stockholders, creditors,
Stock replacement strategy
A strategy for enhancing a portfolio's return, employed when the futures
holder of equity shares in a firm.
A person or entity that owns shares in a corporation.
Balance sheet item that includes the book value of ownership in the corporation. It
Set of books kept by firm management for its annual report that follows Financial
The residual claims that stockholders have against a firm's assets, calculated by
The total amount of contributed capital and retained earnings; synonymous with shareholders’ equity.
stockholders' equity, statement of changes in
Although often considered
STOCKHOLDERS’ (OR OWNERS’) EQUITY
The value of the owners’ interests in a company.
the link between an organization’s goals and objectives
Structured portfolio strategy
A strategy in which a portfolio is designed to achieve the performance of some
The sale of an interest rate swap by one counterparty to the other, effectively ending the swap.
T-period holding-period return
The percentage return over the T-year period an investment lasts.
Threshold for refinancing
The point when the WAC of an MBS is at a level to induce homeowners to
A tax levied by a country of source on income paid, usually on dividends remitted to the
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