Investment Glossary

Key terms and concepts for informed investing

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Complete Investment Glossary

Browse all terms alphabetically

A

Alpha

A measure of investment performance on a risk-adjusted basis, representing the excess return of an investment relative to the return of a benchmark index.

Asset Allocation

The process of dividing investments among different kinds of assets (stocks, bonds, cash, etc.) to optimize the risk/reward tradeoff based on an individual's goals.

Portfolio Management Related: Performance

B

Beta

A measure of the volatility of an investment compared to the market as a whole. A beta of 1 indicates the investment moves with the market.

Risk Analysis Related: Risk Management

Blue Chip

Stock of a large, well-established, and financially sound company that has operated for many years.

X

No terms currently available for this letter.

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