Equity funds VAS Bond funds
The primary focus of equity funds is to invest in common stock. Within equity funds, we find different objectives. Growth funds invest in companies l…
Showing posts from January, 2019Show all
Advantages of Mutual Funds
Advantages of investing through mutual funds vs. buying stocks and bonds directly include: Investment decisions made by a professional portfolio mana…
Pooled Investments
Types and Characteristics of Pooled Investments In the securities industry, there are many ways to refer to the same thing. What some call a "po…
ADRs
Americans who own shares of Toyota or Nissan own American Depository Receipts (ADRs) . ADRs allow American investors to diversify their portfolio wit…
Dividends
Not all shareholders are looking for dividends. An investment in Berkshire Hathaway today, for example, would be made without the issuer stating any …
Common Stock
Common stock, on the other hand, is all about the profits a company makes. Unlike with bonds, common stock does not give the investor a stated rate o…
Premium Bonds
What happens when interest rates fall? Bond prices rise. If you owned this 8% bond and saw that interest rates had just fallen to 6%, how would you …
Discount Bonds
Par value is what is returned to the bondholder at maturity and what the coupon rate is multiplied against. But, bonds are not bank deposits. Rather,…
Callable Bonds
A bond has a maturity date that represents the date the issuer will pay the last interest check and the principal. At that point, it's all over—t…
Municipal Securities
If there is an old brick industrial building that was supposed to be turned into a major condominium and townhouse development back before the bottom…
