Tag: stocks

Payable On Death – POD definition explanation

What is Payable On Death – POD?
An arrangement between a bank or credit union and a client that designates beneficiaries to receive all the client’s assets. The immediate transfer of assets is triggered by the death of the client.

Also referred to as a “”totten trust.”” Read more for examples and further explanation including related video clips and also comments
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Timeliness definition explanation

What is Timeliness?
A proprietary rating system used to rate stocks while taking into account earnings changes and price performance in order to assess potential price performance over the short term. Common market factors are not measured in this stock rating system. The rating of “”A”” is the highest rating and a rating of “”E”” is the lowest. These ratings are updated daily. Although “”A”” and “”B”” stocks may yield higher returns compared to “”C”” and “”D”” stocks, these higher rated stocks tend to be much more volatile. Read more for examples and further explanation including related video clips and also comments
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Russell Small Cap Completeness Index definition explanation

What is Russell Small Cap Completeness Index?
A capitalization weighted index composed of all of the Russell 3000 stocks that are not represented in the Standard & Poor’s 500 Index. The index is designed to allow investors to access the broad market for small- and mid-cap stocks without overlapping with commonly held stocks found in the S&P 500.

The Small Cap Completeness Index is recalculated annually to account for both changes in the S&P 500 membership and in the Russell 3000. The average market cap for a member of the index is slightly less than $1 billion. Read more for examples and further explanation including related video clips and also comments
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Over-The-Counter – OTC definition explanation

What is Over-The-Counter – OTC?
A security traded in some context other than on a formal exchange such as the NYSE, TSX, AMEX, etc. The phrase “”over-the-counter”” can be used to refer to stocks that trade via a dealer network as opposed to on a centralized exchange. It also refers to debt securities and other financial instruments such as derivatives, which are traded through a dealer network. Read more for examples and further explanation including related video clips and also comments
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Market Average definition explanation

What is Market Average?
A measure of the overall price level of a given market, as defined by a specified group of stocks or other securities. A market average equals the sum of all current values of stocks in the group divided by the total number of shares in the group. Read more for examples and further explanation including related video clips and also comments
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Defensive Investment Strategy definition explanation

What is Defensive Investment Strategy?
A method of portfolio allocation and management aimed at minimizing the risk of losing principal. Defensive investors place a high percentage of their investable assets in bonds, cash equivalents, and stocks that are less volatile than average. Read more for examples and further explanation including related video clips and also comments
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Balanced Fund definition explanation

What is Balanced Fund?
A fund that combines a stock component, a bond component and, sometimes, a money market component, in a single portfolio. Generally, these hybrid funds stick to a relatively fixed mix of stocks and bonds that reflects either a moderate (higher equity component) or conservative (higher fixed-income component) orientation. Read more for examples and further explanation including related video clips and also comments
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