An investor’s portfolio is often made of various assets including stocks, bonds and cash. The process of dividing up an investment among these different types of assets is called asset allocation. In other words, it is how you distribute your portfolio among different assets. Asset allocation helps you achieve greater diversification in your portfolio by…
When most people refer to investing in stocks, they are usually talking about owning common stock. Both common stocks and preferred stocks represent an ownership stake in a company, have the ability to pay dividends and trade on an exchange. But this is primarily where the similarities end. With common stock, shareholders can participate in…
An ETF is an abbreviation for exchange traded fund, which is similar to a mutual fund in that they are both a group of stocks, bonds or other securities in one investment. The important difference between an ETF and a mutual fund is that an ETF trades on an exchange, like a stock, so the…
When determining the best mutual fund or ETF to purchase among hundreds of choices, investors often use numerous metrics, such as past performance, risk measures, fees and manager tenure. One data point that is often used for comparison is the Morningstar rating. Morningstar is one of the most well-known rating systems for mutual funds and…
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