The difference between an asset's purchase price and selling price (when the difference is positive) that was earned in under one year.
The amount by which the proceeds from a sale of a security are less than its purchase price.
The market value (size) of a company, calculated by multiplying the number of shares outstanding by the price per share.
A short-term money-market instrument, such as a Treasury bill or repurchase agreement, of such high liquidity and safety that it is easily converted into cash.
Securities that represent ownership in a corporation; must be issued by a corporation.
A long-term bond issued by a corporation to raise outside debt capital.
A business’ commitment to their customers and employees to be conscious of the kind of impact they are having on all aspects of society, including economic, social, and environmental.
A market decline of 10-20% is considered a correction. Generally measured over 2 months or more. Less severe than a bear market.
Breakdown of securities in a portfolio by country.
blockchain technology that enables secure and traceable “coins”. These coins are used to transfer value and are highly speculative. They are not backed by any government or their fiat currency.
Failure of a debtor to make timely payments of interest and principal as they come due or to meet some other provision of a bond indenture.
The process of owning different investments that tend to perform well at different times. The goal being to reduce the effects of volatility in a portfolio, and increase the potential for positive returns.
At Leeward Financial Partners we are very proud of our institutional heritage working with some of the largest pension funds in the world. One of the “best practices” we continue here at Leeward is our original quarterly commentary. We work hard to keep the content as fresh and relevant as we can as market events evolve. Please let us know if you have any questions or we can be of help to you!
