Types of securities and Investment process
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| Savings instruments with lives of 1 year or less. Used to warehouse idle funds and to provide liquidity. | Short term investments Examples: Deposit accounts;Series EE savings bonds;US. Treasury bills (T-bills);CDs;Commercial paper;Banker's acceptances money market mutual funds They also provide liquidity with little or no loss in value.
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| Equity investments that represent ownership in a corporation | Common stock
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| Investments that make fixed cash payments at regular intervals. | Fixed-income Securities Bonds Convertible securities Preferred stock
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| Companies that pool money from many different investors and invest funds in a diversified portfolio of securities. | Mutual Funds
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| Securities that are neither debt nor equity but are structured to exhibit the characteristics of the underlying assets from which they derive their value. | Derivatives Options Futures
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| Various other investment vehicles that are widely used by investors. | Miscellaneous Tax-advantaged investments Real estate Tangibles
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| An investment in which an investor directly acquires a claim on a security or property. | Direct investment
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| An investment in a collection of securities or properties managed by a professional investor. | Indirect investment
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| What are the two types of investments? | Securities or Financial Real Estate or property
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| Result from selling the stock (or any asset) at a price that exceeds its original purchase price. | Capital gains
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| Quarterly payments the corporation makes to its shareholders. | Dividends
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| Dividend Yield formula | Dividend/Stock Price
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