A shareholder or association with beneficial ownership, whether direct or indirect, of enough voting stock to affect company decisions. Taobiz explains Interested Shareholder The actual percentage of stock that a beneficial shareholder must own is dependent upon the state or country that the company is headquartered in. The percentage may vary substantially. Typically, the range is around 20% of all outstanding shares.
Any stock with a price that is extremely sensitive to changes in interest rates. Taobiz explains Interest Sensitive Stock Usually companies with high debt loads, such as utilities, are more sensitive to interest rates because of the higher cost of borrowing.
An exchange-traded fund (ETF) that employs an active investment strategy based on a broad index, such as the S&P 500 or a sector-based index. The fund may choose to exclude some stocks within the index while increasing or decreasing the percentage weighting of other stocks. Most intelligent ETFs carry higher expense ratios than standard ETFs, as well as substantially higher turnover ratios. Also known as a "smart ETF". Watch: 4 Reasons To Invest In ETFs Taobiz explains Intelligent ETF Many of these "intelligent" or "smart" ETFs originated in the aftermath of the 2000-2002 bear market. Most intelligent ETFs look to avoid market capitalization-weighted portfolios, instead using internal metrics (or black box systems), such as company fundamentals or share performance. Any ETF or index fund that does not replicate a base index is not passive investing, meaning that the fund's returns could deviate markedly from the returns of the benchmark index. Some intelligent ETFs have internal or proprietary indexes that are merely replicated within the ETF, but this is still active investing, and many of the internal indexes cannot be readily examined.
An investor who is extremely knowledgeable about the markets and has a reputation of making successful investments. These investors are widely known to the investing public for generating double-digit returns. Taobiz explains Investing Sage This is not a term that is applied to just anyone - an investing sage must be worthy of such accolades. The most famous investing sage is Warren Buffett, who is sometimes referred to as the "Oracle of Omaha". His highly successful investment strategy has made his shareholders incredibly wealthy.
The total amount of money that was endowed into a company by the shareholders, bondholders and all other interested parties. Invested capital is often determined by adding the total debt and lease obligations to the amount of equity in the firm and then subtracting the non-operating cash and investments. Invested capital must be calculated, and there are multiple ways to calculate this figure. It will not be listed on the company's financial statement. Taobiz explains Invested Capital Companies must earn more than it costs them to use the invested capital provided by bondholders, shareholders and other financing sources, in order to earn an economic profit. Knowing a company's invested capital allows investors to use this metric to calculate measures of performance such as return on invested capital, economic value added and return on capital employed.
Another way of saying "within the day". Intraday price movements are particularly important to short-term traders looking to make many trades over the course of a single trading session. The term intraday is occasionally used to describe securities that trade on the markets during regular business hours, such as stocks and ETFs, as opposed to mutual funds, which must be bought from a dealer. Taobiz explains Intraday This term is often used to refer to the new highs and lows of a security. For example, "a new intraday high" means a security reached a new high relative to all other prices during a trading session. In some cases, an intraday high can be equal to the closing price. Traders pay close attention to intraday price movement by using real-time charts in an attempt to benefit from the short-term price fluctuations.
An electronic options exchange that was launched in 2000. The exchange provides investors with greater liquidity and the ability to execute transactions at a much faster rate than the open-cry trading floor that has historically been the basis for options trading. In addition to being an options exchange, the ISE is also a publicly traded company. Taobiz explains International Securities Exchange - ISE The advent of the electronic options exchange was considered revolutionary. Computerized trading has proved extremely efficient, and has added to the liquidity in the options markets. This added liquidity has helped to reduce pricing volatility. Prior to electronic trading, investors looking to purchase or sell options relied solely on floor brokers to execute their trades.
A grouping of investment assets that focuses on securities from foreign markets rather than domestic ones. An international portfolio is designed to give the investor exposure to growth in emerging and international markets and provide diversification. Taobiz explains International Portfolio International portfolios allow investors to further diversify their assets by moving away from a domestic-only portfolio. This type of portfolio can carry increased risk due to potential economic instability stemming from emerging markets, but can also bring increased stability through investments in industrialized and more stable markets. Due to the integration of global financial markets, many companies already have operations in more than one country.
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