Investment
dictionary
Explore investment terms you want to learn more about and read our simple explanations
Utility Classes
A
A
A
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50/30/20 Rule
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APY (Annual Percentage Yield)
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ATM (Automated Teller Machine)
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Account Balance
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Account History
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Active funds
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Active vs passive funds
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Alpha
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Alternative Assets
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Annual Percentage Rate (APR)
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Annual Report
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Annuities
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Art Investing
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Ask Price
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Asset Allocation
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Asset Class
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Asset Management
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Asset classes
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Automatic Payments
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Automatic Savings
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Balance Sheet
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Balance Transfer
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Balance Transfer Fee
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Bank Fees
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Bank Statement
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Bankruptcy
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Bear market
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Bear market rally
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Bearish
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Benchmark
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Beneficiary
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Beta
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Bid Price
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Blue-Chip Stocks
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Blue-Sky Investing
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Bonds
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Bovespa Index
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Budget
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Budgeting
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Bull market
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Bullish
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Business Tax
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Buy Limit Order
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Buy and Hold Strategy
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CAC 40
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CAPM (Capital Asset Pricing Model)
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Candlestick Chart
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Capital Gains
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Capital Gains Tax
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Capital Market
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Capital Preservation
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Capitalisation Rate
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Car Insurance
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Carbon Neutrality
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Cash
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Cash Flow
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Cash Flow Statement
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Cash ISA
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Certificate of Deposit (CD)
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Charitable Giving
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Checking Account
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Clean Technology
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Climate Risk
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Commodity
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Commodity Trading
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Compound interest
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Compound interest
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Consensus Mechanism
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Consumer Price Index (CPI)
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Contract for Difference (CFD)
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Corporate Bond
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Cost of Living
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Council Tax
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Credit
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Credit Card
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Credit Card Debt
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Credit Card Issuer
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Credit Card Rewards
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Credit Card Statement
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Credit Freeze
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Credit Limit
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Credit Report
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Credit Score
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Credit Utilization
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Cryptocurrency
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Currencies
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Cyclical stocks
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DAX
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Day trading
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Debit Card
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Debt
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Debt Consolidation
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Debt Snowball Method
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Debt-to-Equity Ratio
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Deductible
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Defined Benefit Plan
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Defined Contribution Pension Plan
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Depreciation
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Derivatives
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Direct Deposit
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Disability Insurance
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Disposable Income
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Diversification
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Dividend
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Dividend Payout Ratio
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Dividend Yield
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Dollar Index
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Dollar-cost averaging (DCA)
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Dow Jones Industrial Average
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Down Payment
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Drawdown
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Due Diligence
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ESG (Environmental, Social, and Governance) Criteria
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ESG Integration
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ETF
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Early Retirement
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Earnings Per Share
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Efficient Frontier
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Emergency Fund
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Employer Match
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Enterprise Value (EV)
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Equity
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Escrow
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Estate Planning
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Estate Taxes
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Ethical Investing
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Euro Stoxx 50
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Exchange Rate
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Executor
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Expense Ratio
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FAANG Stocks
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FICO Score
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FINRA
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FTSE 100
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FTSE MIB
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FTSE MIB
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Federal Reserve
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Fees
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Filing Status
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Financial Advisor
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Financial Goal
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Financial Independence
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Financial Independence Retire Early (FIRE)
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Financial Literacy
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Financial Planning
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Financial Risk
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Flexible Spending Account (FSA)
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Foreign Exchange Market
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Fossil Fuel Divestment
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Frugal Living
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Fundamental Analysis
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Fundamental Analysis
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Gearing
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Gold
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Government Bonds
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Grace Period
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Grants
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Green Bonds
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Green Investing
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Gross Domestic Product (GDP)
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Gross Income
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Gross Margin
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Gross Pay
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Gross Profit
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Growth Investing
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Growth Stocks
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Health Insurance
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Health Savings Account
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Hedge
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Hedge Funds
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Held-to-Maturity
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High-Yield Savings Account
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Home Appraisal
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Home Equity
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Home Equity Loan
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Homeowners Insurance
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Hyperinflation
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IPO: Initial public offering
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Ibex 50
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Identity Theft
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Identity Theft Protection
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Impact Investing
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Impulse Buying
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Income
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Income Statement
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Income Stock
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Index
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Individual Retirement Account (IRA)
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Inflation
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Inheritance
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Initial Public Offering (IPO)
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Innovative Finance Individual Savings Accounts (IF ISAs)
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Insider Trading
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Insurance
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Interest
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Introductory APR
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Itemized Deductions
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JISA (Junior ISA)
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January Effect
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Joint Venture
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