A business's ability to take productive resources and manage them within its operations to produce subsequent returns. Asset performance is typically used to compare one company's performance over time or against its competition. Possessing strong asset performance is one of the criteria for determining whether a company is considered a good investment. Taobiz explains Asset Performance Analysts use metrics like the cash conversion cycle, the return on assets ratio and the fixed asset turnover ratio to compare and assess a company's annual asset performance. Typically, an improvement in asset performance means that a company can either earn a higher return using the same amount of assets or is efficient enough to create the same amount of return using less assets.
The classification of all assets within a fund or portfolio. Assets are assigned to one of the core asset classes: stocks (equities), bonds (fixed income), cash and real estate. Other categories that are sometimes considered asset classes are commodities, international investments, hedge funds and limited partnership interests. The asset mix is usually shown as the set of percentages every asset class contributes to the total market value of the portfolio. It is a key determinant of the risk/reward profile of the fund, which in turn is largely determinant of long-term performance results. Taobiz explains Asset Mix Investors can expect the asset mixes of funds within a given strategy – such as capital-appreciation funds, “balanced” funds, income funds and life-cycle funds – to be similar to each other. Portfolio managers use the historical averages for different asset classes’ returns to determine the right mix of asset classes for the fund, whether the right mix is to hold a very high percentage of bonds (income-seeking investors, retirees) or to invest primarily in small-cap equities (capital-appreciation/aggressive-growth funds). This applies to individual investors as well – the right asset mix will depend on the unique circumstances of the investor, including risk tolerance, desire for income, time horizon, tax liabilities and liquidity needs.
The underlying assets giving value to a company, investment or loan. The asset base is not fixed, it will appreciate or depreciate according to market forces. Lenders use physical assets as a guarantee that at least a portion of money lent can be recouped through the sale of the backed asset in the case that the loan itself cannot be repaid. Taobiz explains Asset base The value of a home might increase or decrease over time, affecting the underlying collateral in a mortgage. Similarly, the price of a commodity used as the asset base of derivative can also increase or decrease rapidly, changing the price that investors are willing to pay for it. Examples of asset bases include a home (for a mortgage) and factory equipment (business loan). A derivative would "derive" its value from an underlying asset.
A class of stock in which the issuing company is allowed to impose levies on stockholders for more funds. In the past, there was no restriction on how much additional money a company could demand or on how often a company could impose a levy on its stocks. These are the opposite of non-assessable stocks. Taobiz explains Assessable Stock Before the twentieth century, assessable stocks were the prevalent type of equity that companies would issue. In order to entice investors into buying this potentially expensive stock, issuers would initially sell the stock at a discount. For example, an assessable stock has an initial capitalization of $20, but the issuer would sell the stock with a 75% discount ($5). Naturally, seeing how the issuer only received a small fraction of the capitalization, companies would almost always come back to investors for more money. In some cases, companies would eventually take more money than the value of the stock. However, because all stocks issued today are non-assessable stocks, investors should not have to worry about a company making demands for more money.
The capital stock of any bank or financial institution that could be subject to assessment. Assessable capital stock makes shareholders liable for an amount greater than what they paid for their stock. However, the assessment of this stock only takes place in the event of bankruptcy or insolvency. Taobiz explains Assessable Capital Stock Any capital stock that can be called and is not fully paid for can technically be referred to as assessable capital stock. However, the term is generally reserved for stock of banks or other financial institutions. Obviously, assessment of this stock will usually lead to a loss for the shareholders.
An order specifying that a trade is to be executed at the opening of the market, otherwise it's canceled. Taobiz explains At-The-Opening-Order With this type of order you are not necessarily guaranteed the opening price.
An order specifying that a trade is to be executed at the close of the market, or as near to the closing price as possible. Taobiz explains At-The-Close Order It's essentially a market order that doesn't get entered until the last minute (or thereabouts) of trading. With this type of order you are not necessarily guaranteed the closing price but usually something very similar.
An order condition instructing a broker to only fill a transaction at a specific price or above it. Unlike a market order, an at-or-better order will expire if a specific price target is not met or exceeded. The percentage of at-or-better trades in the market compared to the overall number of trades depends on liquidity and the state of the economy. Taobiz explains At-Or-Better If the price of a share of stock is falling, an investor is unlikely to be able to execute an at-or-better trade because buyers are more likely to wait in order to obtain a lower price. For example, if a share is trading at $10, a trader can put in an at-or-better order to sell the security at $10.10. Any price greater than or equal to $10.10 will trigger a sale.
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