Amanda Stanhaus

Tag: invest

Rebalancing my Portfolio

image

Traditionally, January is when I reassess my portfolio and adjust it to match my needs for the upcoming year(s). But with so many factors up in the air, I decided to stay put until I had more clarity about what my year would look like financially.

I knew rent would be my biggest expense, and I didn’t know how much it would be until I found my new place and autographed the lease.

Now that’s out of the way…I ask myself even more questions about my $$ this year.

When I have answered these questions to the best of my abilities, I create my action plan, move my $$, and rebalancing accomplished.

image

(Originally published on Amanda Stanhaus’s financial literacy blog: XO, Bettie.)

Automatic Reinvestment

A program that automatically takes the money made from an investment, and places it toward more of that investment!

(Originally published on Amanda Stanhaus’s financial literacy vocab blog: XO, Bettie Vocab.)

Benchmark

Like the pretty girl in the room that everyone judges herself against, this standard can be applied to the performances of securitiesmutual funds and investment managers.

(Originally published on Amanda Stanhaus’s financial literacy vocab blog: XO, Bettie Vocab.)

Buy Side

The big boys (and girls) who research and buy large portions of securities for mutual funds, pension funds and insurance firms.

(Originally published on Amanda Stanhaus’s financial literacy vocab blog: XO, Bettie Vocab.)

Call

A contract that gives a person an option to buy at a specific price within a specific period of time.

(Originally published on Amanda Stanhaus’s financial literacy vocab blog: XO, Bettie Vocab.)

Callable Bond

bond that a company is allowed to repurchase before the maturity date. When this happens, the bondholder is usually paid a small fee. Wee!

(Originally published on Amanda Stanhaus’s financial literacy vocab blog: XO, Bettie Vocab.)

Capital

$$ that is an initial investment.

(Originally published on Amanda Stanhaus’s financial literacy vocab blog: XO, Bettie Vocab.)

Capital Gain Distribution

mutual fund  spreads the wealth by sharing the capital gains with shareholders. Another thing to report to the tax man!

(Originally published on Amanda Stanhaus’s financial literacy vocab blog: XO, Bettie Vocab.)

Capital Preservation

An investment strategy, which looks to not loose the initial $$ invested. But don’t expect high returns.

(Originally published on Amanda Stanhaus’s financial literacy vocab blog: XO, Bettie Vocab.)