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Investment Terminologies You Must Know in 2024

Jay K.
Asset
Anything of value that can be owned or controlled with the expectation of generating income or appreciating in value, such as stocks, bonds, or real estate.

Portfolio
A collection of different investments held by an individual or institution to diversify risk and achieve financial goals.

Risk Tolerance
The level of risk an investor is willing to take based on their financial situation, goals, and comfort with potential losses.

Return on Investment (ROI)
A measure of the profitability of an investment, calculated by dividing the net profit by the initial cost of the investment.

Diversification
A strategy of spreading investments across different asset classes or sectors to reduce risk and improve potential returns.

Liquidity
The ease with which an asset can be quickly converted into cash without affecting its market price; for example, stocks are more liquid than real estate.

Dividend
A portion of a company's profits distributed to its shareholders, typically paid on a regular basis, usually quarterly.

Capital Gain
The profit earned from the sale of an investment or asset when its selling price exceeds its purchase price.

Bear Market
A market condition where the prices of securities are falling, leading to widespread pessimism and selling.

Bull Market
A market condition where the prices of securities are rising, encouraging optimism and buying.

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