Securities issued by the U.S. Treasury Department and backed by the U.S. government.
An estimate of the value or worth of a company; the price investors assign to an individual stock.
A strategy whereby investors purchase equity securities that they believe are selling below estimated true value. The investor can profit by buying these securities then selling them once they appreciate to their real value. Value companies generally pay dividends as they are a mature business that doesn’t have other, better investments for their retained earnings/cash.
Typically an overlooked or underpriced company that is growing at slower rates.
The amount and frequency with which an investment fluctuates in value.
Annual percentage rate of return on capital. The dividend or interest paid by a company expressed as a percentage of the current price.
Concept used to determine the rate of return an investor will receive if a long-term, interest-bearing investment, such as a bond, is held to its maturity date.
Year-to-date return on an investment including appreciation and dividends or interest.
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