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Momentum Investing: A Comprehensive Guide for Investors
Momentum investing is an investment strategyStock Investment StrategiesStock investment strategies pertain to the different types of stock investing. These strategies are namely value, growth and inde
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Understanding Momentum Indicators in Trading
Momentum indicators are tools utilized by traders to get a better understanding of the speed or rate at which the price of a securityPublic SecuritiesPublic securities, or marketable securities, are i
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Understanding Momentum in Finance: A Comprehensive Guide
Momentum is the observation that financial assets trending strongly in a certain direction will continue to move in that direction. The concept of momentum is based on similar theories in physics, whe
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Understanding Modified Duration: A Key Bond Valuation Metric
Modified duration, a formula commonly used in bond valuations, expresses the change in the value of a security due to a change in interest ratesFloating Interest RateA floating interest rate refers to
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Modified Dietz Return: Calculation & Investment Portfolio Analysis
The Modified Dietz Return is an algebraic method used to calculate the rate of returnRate of ReturnThe Rate of Return (ROR) is the gain or loss of an investment over a period of time copmared to the i
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Understanding the Modified Dietz Method (MDM) for Portfolio Returns
The Modified Dietz Method (MDM) is a method that is used to measure a portfolio’s historical returns based on a weighted calculation of its cash flows. MDM takes into account the timing of the c
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Modern Portfolio Theory (MPT): Maximize Returns, Minimize Risk
The Modern Portfolio Theory (MPT) refers to an investment theory that allows investors to assemble an asset portfolio that maximizes expected return for a given level of risk. The theory assumes that
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Understanding Mispricing: Market Prices vs. True Value
Mispricing causes a divergence between the market price of a security and the fundamental value of that security. The law of one price states that the market price of a security is equal to the presen
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Microcap Stocks: Definition, Characteristics & Investment Potential
The term “microcap,” also known as micro-cap, is generally used for companies with a low market capitalization, usually ranging between $50 million and $300 million. Market capitalization
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Micro-Investing Platforms: A Beginner's Guide to Small Investments
A micro-investing platform is an application that eases the process of investment by enabling users to save and invest small amounts of money periodically. Micro-investing platforms are different from
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Melt Up: Understanding Market Sentiment & Investor Behavior
Melt up is a financial term that refers to a sharp improvement in the performance of the stock market due to reasons other than fundamental improvements in the economy. The improvement in investment p
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Medium-Term Notes (MTNs): Definition, Features & How They Work
A medium-term note (MTN) usually refers to a note payable that comes with a maturity date that is within five to ten years. What is a Note?A note, or note payable, is a legal document that
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Medallion Signature Guarantee: What It Is & How It Works
A medallion signature guarantee is a certification stamp that lenders – such as banks and other financial institutions – provide to allow investors to transfer ownership of securities. It
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Mean-Variance Analysis: A Guide for Investors
Mean-Variance Analysis is a technique that investors use to make decisions about financial instruments to invest in, based on the amount of risk that they are willing to accept (risk tolerance). Ideal
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Mean Reversion Explained: Understanding Price Cycles & Investing
Mean reversion is a theory implying that asset prices and historical returns gradually move towards the long-term mean, which can be based on the economy, industry, or average return within a set of d
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McClellan Oscillator: A Comprehensive Guide for Traders
Every trader and analyst relies on, or studies, different technical indicatorsFinanceCFIs Finance Articles are designed as self-study guides to learn important finance concepts online at your own pace
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Understanding Maximum Drawdown (MDD): A Comprehensive Guide
A maximum drawdown (MDD) measures the maximum fall in the value of the investment, as given by the difference between the value of the lowest trough and that of the highest peak before the trough. MDD
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Understanding Max Pain in Options Trading: Risks and Strategies
Max pain is a situation in which the stock price locks in on an option strike price as it nears expiration, which would cause financial losses for the highest possible number of options traders. It at
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Matrix Pricing: Estimating Value for Illiquid Securities
Matrix pricing is an estimation technique used to estimate the market price of securities that are not actively traded. Matrix pricing is primarily used in fixed incomeFixed Income SecuritiesFixed inc
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Understanding Matching Orders: How They Facilitate Trading
Matching orders refers to the process of entering identical orders of buy and sell simultaneously to encourage trading in that particular security. When an investor wants to buy a certain q
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- Investing in Blue Chip Stocks: Stability & Growth Potential
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- Long Strangle Options Strategy: Definition & How It Works
- Investing in International Markets: A Guide to Global ETFs
- Market Update: Trump & Fed News Impacting Equity Markets
- Secure Online Investing: A Beginner's Guide to Smart Investments
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Balance Transfer vs. Student Loan Refinancing: Which is Right for You?div.cust...
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Calculate Stock Growth Rate: A Simple GuideHigher annual growth rates means better investment performance. Investors measure a stock's performance by how much the price the stock increases over time: The higher the compound annual...
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Understanding the Overnight Interest Rate: A Comprehensive GuideThe overnight rate refers to the interest rate that depository institutions (e.g., banks or credit unionsCredit UnionA credit union is a type of financial organization that is owned and governed by it...
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Budget Tracker: Monitor Your Financial Goals EasilyFinancial goals? Oh you’ve got ’em. You’re saving for your next laptop, a sweet summer vacation, and a bathroom remodel all at the same time. Wouldn’t it be just dandy to glance at ...