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Investment Strategies

Breaking down Wall Street jargon into plain english explanations for retail investors

What’s a Stop Loss Order? and Why you Should Use it

What’s a Stop Loss Order? and Why you Should Use it

Defining a stop-loss order, it’s purpose, how it’s beneficial, and its drawbacks

Investing BasicsStocksStop Loss OrderPredetermined PriceBrokerage CompanyLoss PreventionProfit TargetSet PriceInvestment ReturnsInvestment StrategiesStock TradingStock PredictionPerformance ForecastFinancial StatementsPortfolio Investment
What are Directing Listings? and How Do They Work?

What are Directing Listings? and How Do They Work?

An introduction to direct listings, how it works, their benefits, and how it’s different from an IPO

Investing BasicsStocksDirect ListingStock TradingMarket LiquidityStock VolatilityInitial Public OfferingSecuritiesNYSENASDAQCapital RaisingInvestment StrategiesShare ValuePublic CorporationPortfolio Investment
Risk Management in Stock Market Investing

Risk Management in Stock Market Investing

Identifying risk management, the types of financial risks, how to strategize, and the reward of risks

Investing BasicsStocksRisk ManagementMinimized LossesPortfolio DiversificationRisk AssessmentRisk RewardVolatilityInvestment StrategiesStock TradingPerformance ForecastPortfolio ExposureCompany EvaluationFinancial StatementsReduced RiskInvestment RewardProjected ResultsStrategic Growth
What are Blue-Chip Stocks?

What are Blue-Chip Stocks?

Defining a blue-chip stock, its characteristics, features, and why they’re an important investment

Investing BasicsStocksBlue-chip StocksPublic CorporationMarket CapMarket ValueStock OwnershipPortfolio InvestmentIndex InvestmentFinancial StatementsInvestment StrategiesNASDAQNYSEIndustry RankingLarge-cap Companies
How to Invest During a Recession

How to Invest During a Recession

Understanding a recession, how investors must approach it, learning which assets to invest in, and which to avoid

Investing BasicsStocksRecessionInvestment StrategiesInvestment AdvisorInvestment RewardVolatilityMarket FluctuationBonds & DividendsEmergency FundHigh-yield Savings
What are the Rights of a Shareholder?

What are the Rights of a Shareholder?

Assessing the significance of shareholders, evaluating their role, and an understanding of their rights

Investing BasicsStocksShareholders RightsStock OwnershipCompany ControlInvestment RewardEquity ShareholdersPreference ShareholdersCompany Decision-makingInvestment StrategiesPublic CorporationCompany EvaluationFinancial AnalysisFinancial Statements
How to Compare Stocks to Peers

How to Compare Stocks to Peers

An understanding of peer comparison, how stocks are compared, and key ratios to remember

Investing BasicsStocksPeer ComparisonEquity AnalysisFinancial AnalysisTechnical AnalysisFinancial RatiosInvestment StrategiesPortfolio InvestmentQuantitative AnalysisQualitative AnalysisCompany EvaluationRisk Assessment
What is Insider Trading?

What is Insider Trading?

Defining insider trading, how it works, various examples, and an understanding of why it is considered illegal

Investing BasicsStocksInsider TradingStock TradingInsider InformationSEC FilingTrust BreachStock PredictionMarket FluctuationStock VolatilityForecasted ReportPerformance ForecastInvestment StrategiesMarket Impact
What is Short Selling?

What is Short Selling?

An introduction to short selling stock, how it’s done, why it’s done, and evaluating its impact in the market

Investing BasicsStocksShort SellingStock PredictionDownside RiskForecasted PerformanceHedge FundsCompany EvaluationBrokerage CompanyVolatilityInvestment StrategiesStock TradingPerformance ForecastInvestment Manager
How Do Stock Buybacks Work?

How Do Stock Buybacks Work?

Understanding stock buybacks, how it works, why companies choose to repurchase shares, and its benefits and drawbacks

Investing BasicsStocksStock BuybackRepurchasing SharesTender OfferOpen MarketCompany ReinventionCompany EvaluationInvestment ReturnsStock MarketCommon StockPreferred StockInvestment StrategiesPublic CorporationFinancial StatementsMarket Value
What is an Institutional Investor?

What is an Institutional Investor?

Understanding who institutional investors are, their role in the market, their benefits, and the various types

Investing BasicsStocksInvestment ManagerMutual FundIndex FundAsset ManagerStock TradingStock MarketStock InvestmentInvestment StrategiesCompany EvaluationPortfolio Investment
Active Investing vs Passive Investing - What's the Difference?

Active Investing vs Passive Investing - What's the Difference?

An introduction to active and passive investing, their differences, how to invest with both, and identifying the right investment choice for you

Investing BasicsStocksActive FundsPassive FundsPortfolio ManagerPortfolio DiversificationPortfolio InvestmentInvestment StrategiesMutual FundIndex FundIndex Investment
What are Hedge Funds? How do They Work?

What are Hedge Funds? How do They Work?

An introduction to hedge funds, their strategies, benefits, and how they operate

Investing BasicsStocksHedge FundsFund ManagersCapital ManagementAsset ClassesAsset ManagerPortfolio InvestmentSustainable InvestingInvestment AdvisorInvestment StrategiesCompany EvaluationStrategic Growth
What is Fractional Investing?

What is Fractional Investing?

An introduction to fractional shares, how they’re traded, evaluating their benefits, and how to invest in them

Investing BasicsStocksFractional SharesStock SplitBrokerage CompanyShare PortionsPortfolio DiversificationInvestment StrategiesInvestment ReturnsInvestment BudgetStrategic GrowthCompany Evaluation
Put Options Explained

Put Options Explained

An introduction to put options, how it works, and its benefits to investors

Investing BasicsStocksPut OptionsUnderlying StockBuying Underlying StockPortfolio DiversificationInvestment StrategiesStock TradingStock InvestmentSelling Underlying Stock
Call Options Explained

Call Options Explained

An introduction to call options, how it works, the various types, how it’s calculated, and its benefits to investors

Investing BasicsStocksCall OptionsUnderlying StockBuying Underlying StockPortfolio DiversificationInvestment StrategiesStock TradingStock InvestmentSelling Underlying Stock
What is a Stock Brokerage?

What is a Stock Brokerage?

An introduction to stock brokers, the various types and their roles, and how to enter the job market

Investing BasicsStocksStockbrokerStock TradingInvestment StrategiesPortfolio DiversificationStock MarketFinancial ExpertInvestment AdvisorEquity Funding
What is Dollar Cost Averaging? and How Does it Work?

What is Dollar Cost Averaging? and How Does it Work?

An introduction to dollar-cost averaging, how it works, who invests with them, and why its beneficial

Investing BasicsStocksDollar-cost averagingInvestment StrategiesStock MarketLong-term ReturnsStock InvestmentPortfolio InvestmentReduced RiskInstallment-basis
How Do Stock Splits Work?

How Do Stock Splits Work?

Understanding a stock split, it’s impact on the market, and why companies split their stock

Investing BasicsStock MarketStock TradingStock SplitMarket ValueMarket CapInvestment StrategiesCompany EvaluationStrategic GrowthFinancial Analysis
The Basics of Fundamental Analysis - How Is It Useful?

The Basics of Fundamental Analysis - How Is It Useful?

An introduction to the uses of fundamental analysis, its various assumptions, and the right way to approach it

Investing BasicsStocksFundamental AnalysisMarket ValueP/E & PEG RatiosEarnings CalculationsPerformance OverviewInvestment StrategiesFinancial AnalysisForecasted ReportStock InvestmentStock TradingFinancial Statements
The Fundamentals of Technical Analysis - How Is It Useful?

The Fundamentals of Technical Analysis - How Is It Useful?

An introduction to the uses of technical analysis, its various assumptions, and the right way to approach it

Investing BasicsStocksTechnical AnalysisMarket ValueP/E & PEG RatiosEarnings CalculationsPerformance OverviewInvestment StrategiesFinancial AnalysisForecasted ReportStock InvestmentStock Trading
How To Create An Investing Budget

How To Create An Investing Budget

Learning where to invest, how to invest, and which strategies to incorporate when creating a budget

Investing BasicsMarket CapFinancial AnalysisStock TradingStock MarketStrategic GrowthPortfolio DiversificationStocksInvestment BudgetInvestment Strategies
Guide To Investing In Stocks

Guide To Investing In Stocks

A guideline to stock investments, why it’s useful, what strategies to adapt, and factors to consider

Investing BasicsStocksMarket ValueEarnings CalculationsInvestment StrategiesStock DifferentiationStock TradingStock MarketPortfolio DiversificationCompany EvaluationStock Investment
Portfolio Diversification

Portfolio Diversification

Why diversification is important, how to diversify, the risks involved, the strategies to incorporate and their benefits

Investing BasicsStocksStock TradingInvestment StrategiesStrategic GrowthShare ValuePortfolio InvestmentPortfolio DiversificationReduced Risk
How Does The Stock Market Work?

How Does The Stock Market Work?

Understanding the stock market and its investors, regulations to follow, markets to consider, and potential risks

Investing BasicsNASDAQMarket CapPerformance OverviewInvestment StrategiesPublic CorporationStock TradingStock MarketStocksNYSENegotiation
What is a Stock?

What is a Stock?

Defining company stock, the different types, risks to consider, and why they’re useful today

Investing BasicsPublic CorporationPortfolio InvestmentStock TradingPreferred StockCommon StockInvestment StrategiesStock MarketStocksBusiness Ownership