A collection of assets such as stocks, bonds, and real estate that an individual or institution holds to achieve financial goals.
The strategy of spreading investments across different asset classes, sectors, or geographic regions to reduce risk.
A type of account that allows individuals to buy and sell securities like stocks, bonds, and mutual funds.
A type of mutual fund or ETF that aims to replicate the performance of a specific index, such as the S&P 500.
An investment vehicle that pools money from many investors to purchase a diversified portfolio of stocks, bonds, or other securities.
A type of investment fund that is traded on stock exchanges, much like individual stocks.
An index that measures the stock performance of 500 large companies listed on stock exchanges in the United States.
The interest on a loan or deposit calculated based on both the initial principal and the accumulated interest from previous periods.
The process of identifying, assessing, and controlling threats to an individual's or organization's capital and earnings.