by TheBusinessProfessor | Feb 23, 2025 | Investments, Trading, and Financial Markets
What is a Bull?A bull is a term that describes a situation in the market and investors that exhibit certain traits. In the stock market, a bull is an investor who buys a security or stock with the expectation that the stock will increase in price and they will make a...
by TheBusinessProfessor | Feb 23, 2025 | Investments, Trading, and Financial Markets
What is Attribution Analysis?Attribution analysis is a method of analyzing the performance of an investment portfolio or a fund manager. This method of analysis evaluates why a portfolio performs differently from the market benchmark. This form of analysis is also a...
by TheBusinessProfessor | Feb 23, 2025 | Investments, Trading, and Financial Markets
What is the Specific-Shares Method?The specific-shares method is a trading method used by investors for tax purposes and to reduce tax liability for a particular year to the barest minimum. Through this method, investors maximize their capital gains or capital losses...
by TheBusinessProfessor | Feb 23, 2025 | Investments, Trading, and Financial Markets
What is a Total Expense Ratio?The total expense ratio (TER) measures the total costs associated with managing or running an investment fund, it is also the cost of a fund incurred by an investor. Investment funds such as mutual funds are managed by fund managers or...
by TheBusinessProfessor | Feb 23, 2025 | Investments, Trading, and Financial Markets
What is Load in a Mutual Fund?A load is a sales fee paid by an investor when purchasing or redeeming shares in a mutual fund. This fee is divided into front end loads and back end loads, they are structured differently. Mutual fund company decides the fee to be...
by TheBusinessProfessor | Feb 23, 2025 | Investments, Trading, and Financial Markets
What is a Captive Fund?A captive fund is a type of investment created specifically for workers in a company. And this type of investment can also be created by companies as an investment to fund other investments or startup companies or small businesses that are...
