What is Fundamental Analysis

What is Fundamental Analysis and Why Should You Use it?

What is Fundamental Analysis? Fundamental analysis is a type of analysis you could use to identify the companies or stocks you want to invest in. Fundamental analysis takes into account multiple factors and how they may influence the company’s future growth prospects, to see if the company is overvalued or undervalued. There is no way …

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What is Fundamental Analysis
Passively Managed Funds

What is a Passively Managed Fund?

Howdy Wall St. Willy! Sometime ago we talked about Actively Managed Fund, but what is Passively Managed Fund? Passively Managed Funds are funds in which the investment is made to mirror an index. That means that the securities in the passively managed fund are the same as in the index. The investment is also not …

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Passively Managed Funds
Portfolio Rebalancing

What is Portfolio Rebalancing?

Howdy Wall St. Willy! Sometime ago, we talked about asset classes, and when we talked about that, you said something about portfolio rebalancing. But what is portfolio rebalancing anyway? Portfolio rebalancing (or portfolio re-balancing) is buying and selling securities from different asset classes to maintain the asset allocation that’s right for you. Well, when should …

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Portfolio Rebalancing
Asset Allocation

What is Asset Allocation?

Howdy Wall St. Willy! Sometime ago, when you talked to me about asset classes, you mentioned asset allocation. But what is asset allocation anyway? Asset allocation is deciding how much of your money to invest in different asset classes. But why do I even need asset allocation? You need asset allocation to achieve diversification so …

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Asset Allocation
Inflation

What is Inflation? A Simple Explanation for Kids, Teens and Beginners

Introduction to Inflation for Kids and Teens This video explains the concept of inflation in a simple, concise way for kids and beginners. It could be used by kids & teens to learn about it, or used as a money & personal finance resource by parents and teachers as part of a Financial Literacy course …

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Inflation
Mortgage

What is a Mortgage? A Simple Explanation for Kids, Teens and Beginners

Introduction to Mortgage for Kids and Teens This video explains the concept of mortgage in a simple, concise way for kids and beginners. It could be used by kids & teens to learn about mortgage, or used as a money & personal finance resource by parents and teachers as part of a Financial Literacy course …

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Mortgage
Earnings Per Share or EPS

What is EPS (Earnings Per Share)?

Howdy Wall Street Willy. In the newspaper, I read something about EPS. But what is EPS anyway? EPS stands for Earnings Per Share. EPS is the profit, or earnings, of the company for one year, divided by the number of stocks that the company has. Earnings Per Share or EPS = Earnings of the Company …

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Earnings Per Share or EPS
Market Capitalization

What is Market Cap or Market Capitalization?

Howdy Wall Street Willy, I heard that Facebook had a really high market cap, but what is a market cap anyway? Well, market cap, also known as market capitalization, is the market value of a company. It is basically the number of stocks, or shares, in the company, times the stock price. Market Capitalization or …

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Market Capitalization
Dividend from Stocks

What is Dividend? A Simple Explanation for Kids, Teens and Beginners

Introduction to Dividend for Kids and Teens This video explains the concept of dividend in a simple, concise way for kids and beginners. It could be used by kids & teens to learn about dividend, or used as a money & personal finance resource by parents and teachers as part of a Financial Literacy course …

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Dividend from Stocks