An evaluative data point in Morningstar's fund and stock reports that assesses the quality of a company's governance practices. Stewardship grades for both funds and stocks range from 'A' (excellent) to 'F' (very poor) based on criteria that measures the effectiveness of fund and corporate managers to consistently act with their shareholders' best interests in mind. Taobiz explains Stewardship Grade Morningstar initiated its stewardship grades for both the funds and stocks covered by its investment research services in 2004 in response to the mutual fund and corporate scandals prevalent at that time. Morningstar sees a high level of managerial stewardship as an important investment quality for investors to seek out in their selection of funds and stocks. For funds, five areas of stewardship are evaluated: corporate culture, board quality, manager incentives, fees and regulatory issues. For stocks, three broad areas are examined: transparency in financial reporting, shareholder friendliness, and incentives, ownership and overall stewardship.
The readjustment of the value of an appreciated asset for tax purposes upon inheritance. With a step-up in basis, the value of the asset is determined to be the higher market value of the asset at the time of inheritance, not the value at which the original party purchased the asset. Taobiz explains Step-Up In Basis In most cases, when an asset is passed on to a beneficiary, its value is more than what it was when the original owner acquired it. The asset therefore receives a step-up in basis so that the beneficiary's capital gains tax is minimized - because it is not based on the increase in value from the original purchase price. For example, say your uncle purchased some shares at $2 in 1968 and he left them to you upon his death, at which time the shares are $15. For tax purposes, the shares would receive a step-up in basis, meaning your cost basis for the shares would become the current market price of $15. So, any capital gains tax you pay in the future will be based on the $15, not on the original purchase price of $2.
The securities trading center in Thailand. Along with its regulator, Thailand's own Securities and Exchange Commission, the SET is designed to encourage public investment in local industries through information dissemination, investor education, securities listing and trading, and oversight of listed companies. Opened in 1975 as the Securities Exchange of Thailand under legislation passed in 1974, its name changed to the Stock Exchange of Thailand in 1991. Taobiz explains Stock Exchange of Thailand (SET) .BK Thailand's stated goals in establishing a securities market were to mobilize capital for national economic development and industrialization. The precursor to the Stock Exchange of Thailand was the privately owned Bangkok Stock Exchange. Established in 1962, it was the country's first official, regulated stock market. However, it saw little trading activity and eventually failed in the early 1970s because of limited investor understanding of the stock market and weak government support.
An identification code, consisting of seven alphanumeric characters, that is assigned to all securities trading on the London Stock Exchange and on other smaller exchanges in the U.K. Taobiz explains Stock Exchange Daily Official List - SEDOL U.K. stocks that do not trade in the U.S. can be identified by their SEDOL code.
A security that tracks a particular set of equities, similar to an index. A stock ETF is traded just as a normal share of stock is traded on an exchange, but unlike a mutual fund it will have its price adjusted throughout the day rather than at market close. This type of ETF is usually made up of stocks in a similar industry, such as energy, but can cover an index of equities as well. Watch: 4 Reasons To Invest In ETFs Taobiz explains Stock ETF A stock ETF allows an investor to gain exposure to a basket of equities without having to purchase individual shares. A stock ETF can be treated like a normal stock in that it can be shorted or purchased on margin. Like most ETFs, a stock ETF often carries a management fee or other type of expense, but this is typically lower than those found in a mutual fund.
A dividend payment made in the form of additional shares, rather than a cash payout. Also known as a "scrip dividend." Watch: Dividend Taobiz explains Stock Dividend Companies may decide to distribute stock to shareholders of record if the company's availability of liquid cash is in short supply. These distributions are generally acknowledged in the form of fractions paid per existing share. An example would be a company issuing a stock dividend of 0.05 shares for each single share held.
The evolution of a stock's price from an early uptrend to a price high and eventually to a downtrend. The stock cycle is a buy-and-sell cycle that occurs over several years and has four stages: 1. Accumulation 2. Markup 3. Distribution 4. Markdown Taobiz explains Stock Cycle The stock cycle has expansion and contraction periods, much like the economic cycle. It can be used for portfolio management allocation, allowing for more investment during the accumulation and markup phases and less investment during the distribution and markdown phases.
The physical piece of paper representing ownership in a company. Stock certificates will include information such as the number of shares owned, the date, an identification number, usually a corporate seal, and signatures. They are a bit bigger than normal piece of paper and most of them have intricate designs to discourage fraudulent replication. Taobiz explains Stock Certificate Stocks are the foundation of nearly every portfolio and they represent partial ownership in a company. Usually the records of ownership are kept in electronic form but you can request a paper version. Each certificate starts out as a standard design which might change throughout the years, then the date, identification number, and other information is added. Most signatures of executives are printed on the certificate but some will actually be signed with a pen.
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