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Table of Contents
Help Center
Introduction
Investment Portfolios
Investment Terminology and Instruments
Technical Analysis and Trading
Cryptocurrencies and Blockchain
Retirement
Retirement Accounts
Personal Finance
Corporate Basics
What should I know about IPOs?

What should I know about IPOs?

IPOs are initial public offerings of a private company ready to turn public and trade on an exchange
When should I sell my IPO shares?

When should I sell my IPO shares?

If there is a lot of hype surrounding the IPO, it may be a good strategy to immediately sell them while the frenzy is on
How do I get IPO shares?

How do I get IPO shares?

Another way to participate in IPOs is to pick up shares of mutual funds and ETFs that invest in them for you
Should I buy IPOs for my portfolio?

Should I buy IPOs for my portfolio?

You may find it difficult to find IPO shares to buy if you are not already a very active and wealthy investor
What has been the historical performance of IPOs?

What has been the historical performance of IPOs?

Many studies have investigated the benefits of purchasing IPOs, and the results might surprise you
Should I buy physical gold instead of gold ETFs?

Should I buy physical gold instead of gold ETFs?

Gold ETFs work by holding some amount of gold in trust and then selling shares of the fund that owns it
Should I buy gold coins?

Should I buy gold coins?

The value of gold coins is twofold: the price of the gold in the coin, and the numismatic value of the coin
Should I invest in gold?

Should I invest in gold?

Conventional wisdom says that investing in gold might be a good hedge against inflation or market cataclysms
What is “contango?”

What is “contango?”

Contango is when the price of a futures contract is higher than the current spot price of a commodity
What's important to know about real estate investments?

What's important to know about real estate investments?

Real estate investments fall into a wide spectrum of subsets. You can invest in residential property, commercial, etc.
Should I have real estate investments?

Should I have real estate investments?

Conventional wisdom is that real estate investments are a good hedge against inflation, and they often have tax advantages
What are REITs?

What are REITs?

REITs are similar to mutual funds, except that they only invest in real estate properties, related companies, and assets
What is a hedge fund?

What is a hedge fund?

Hedge funds are private investment groups that attract high net worth individuals and use riskier investment strategies
What can I find out about hedge funds?

What can I find out about hedge funds?

Hedge funds have historically been very secretive. Now, they are a little more transparent, but not fully
How can I invest in hedge funds?

How can I invest in hedge funds?

Some hedge funds will require investors to fit the Qualified Purchaser criteria, which requires a portfolio of $5 million
Where can I find information about hedge funds and their performance?

Where can I find information about hedge funds and their performance?

About half of all hedge funds are obligated to disclose their performance, and it can be found online through Morningstar
What are the pros and cons of hedge fund investing?

What are the pros and cons of hedge fund investing?

Hedge funds are sometimes the highest-earning investment vehicles, and sometimes they do that much worse than everything else
What is the minimum investment in a typical hedge fund?

What is the minimum investment in a typical hedge fund?

Hedge funds can require initial investments that are quite large. This may be somewhere between $250,000 to $10,000,000
What kind of hedge funds exist?

What kind of hedge funds exist?

Hedge funds can employ many strategies and focus on virtually any kind of investing style. As of 2016, the are over 12,000
What can I learn about venture capital?

What can I learn about venture capital?

In reality, only a small portion of venture capital is directed at seed money for startups. The rest is directed at...
What kind of venture capital funds exist?

What kind of venture capital funds exist?

There are large venture capital firms, which might invest in any start-up company if they think the company has potential
What is the minimum investment in a typical venture capital fund?

What is the minimum investment in a typical venture capital fund?

Minimum investments into venture capital funds tend to be vast sums of money. They tend to be for $1 million or more
Who are venture capitalists?

Who are venture capitalists?

Venture capitalists are now helping newer companies achieve success in return for large equity positions in the business
What should I know about private placements?

What should I know about private placements?

Private placements may be for non-public companies, or it may be a private offering of a publicly traded company
Should I invest in private placements?

Should I invest in private placements?

Different opportunities to invest in private placements may present themselves to wealthy individuals over time
Where can I get information about private placements?

Where can I get information about private placements?

Private Placements — How To Get Information The answer is, you can’t. Private placements have no reporting or registration requirements with the SEC or other entities
What are Collateralized Debt Obligations (CDOs)?

What are Collateralized Debt Obligations (CDOs)?

Collateralized Debt Obligations (CDOs) are bond-like investments backed by debts such as mortgages
What is a credit default swap?

What is a credit default swap?

A Credit Default Swap is a contract that provides a hedge against credit default risk
What are credit derivatives?

What are credit derivatives?

In essence, the risk associated is separated from the actual asset and is passed on to a counter-party for a premium
What is a derivative?

What is a derivative?

A derivative is a security which monetizes the risk or volatility associated with a reference asset
What are futures markets?

What are futures markets?

Futures markets are the formal exchanges on which futures contracts are bought and sold for financial products
What are futures contracts?

What are futures contracts?

Futures contracts constitute a binding agreement to trade a commodity or share at a future date at an agreed-upon price
What are index futures?

What are index futures?

Index futures are futures contracts written on an index in which a large position can be held with a small margin
What are forward contracts?

What are forward contracts?

Forward contracts are agreements to exchange specific assets on a specific date, at a price determined at the outset
What is naked shorting?

What is naked shorting?

Naked shorting means that the seller has not located or secured the security being short sold, and is in many cases illegal
What are 'non-marginable' securities?

What are 'non-marginable' securities?

Some securities, such as IPOs, are prohibited from being purchased on margin or for serving as margin for other purchases
What is an OTC Stock?

What is an OTC Stock?

Meaning: OTC (over-the-counter) stocks are bought and sold outside an official stock exchange, via a dealer network.
What is a penny stock?

What is a penny stock?

A penny Stock is a term for equity shares valued below $5, many of which are not registered with the SEC and trade OTC
What are pink sheets?

What are pink sheets?

The Pink Sheets used to be printed on pink paper and contained the bid and ask prices of penny stocks
What is secondary market?

What is secondary market?

The secondary markets are where most trading goes on today, where the trades are made investor-to-investor using shares
What is a short position?

What is a short position?

A short position is a sale made by an investor for a security which he or she will deliver to the buyer in the near future
What is short interest?

What is short interest?

Short interest is a term used to describe how many short positions are open for a given security or market at a given time
What is a short sale?

What is a short sale?

A short sale is the sale of a security not owned by an investor, which the investor has borrowed from the broker to sell
What is a short squeeze?

What is a short squeeze?

A short squeeze occurs when many short-sellers attempt to cover their positions at the same time, and it drives prices up
What is triple witching?

What is triple witching?

Triple witching hour is when three types of derivatives expire at once, which happens once every quarter in the US
What is an Accelerated Return Note (ARN)?

What is an Accelerated Return Note (ARN)?

An accelerated return note (ARN) is an unsecured debt instrument that uses derivatives to offer leveraged return