Term
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Definition
| Factual data on the past behavior of the economy, the market, the industry, the company, or a given investment vehicle. |
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Term
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Definition
| Available current data in conjunction with projections and recommendations about potential investments |
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Term
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Definition
- Economic and Current Event
- Industry and Company
- Information on alternative investment vehicles
- Price information
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Term
| Economic and Current Event Information |
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Definition
Economic and Current Event -- such info provides a basis for assessing the environment in which decisions are made.
Finance Journals General newspapers
Institutional News Business Periodicals
Government Publications
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Term
| Industry and Company Information |
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Definition
Of special interest to investors is information on particular industries. Investors use such information to assess the outlook in a given industry or a specific company.
General business periodicals
Trade publications industry
Company Web sites
Stockholders’ Reports
Comparative Data Sources
Subscription Services
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Term
| Information on alternative Investment Vehicles |
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Definition
Provides background and predictive data for various forms or real estate and other tangible investments as well as for securities other than stocks, bonds, and options-such as futures.
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Term
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Definition
Contains current price quotations, commonly
accompanied by statistics on the recent price behavior.
Quotations
TV sources
Financial Portals
Bond sites
Mutual fund sites
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Term
| Stock Market Averages and Indexes |
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Definition
Stock market averages and indexes are used to measure the general behavior of stock prices over time.
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Term
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Definition
Averages reflect the arithmetic average price behavior of a
representative group of stocks at a given point in time.
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Term
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Definition
Indexes measure the current price behavior of a representative group of stocks in relation to a base value set at an earlier point in time.
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Term
| Reasons to Use Market Averages and Indexes |
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Definition
- Guage general market coditions
- Compare your portfolio performance to large, diversified portfolio
- Study market cycles, trends and behaviors to forecast future market behavior |
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Term
| Down Jones Industrial Average (DJIA) |
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Definition
The sum of the closing share prices of the 30 stocks included in it, divided by a "divisor." |
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Term
| Calculate the Change in The Index over a period of time |
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Definition
Sum of initial value of index: (x + x1 + ...)/#of stocks
Sum of final value of index: (x + x1 +...)/# of stocks
% change in index = difference between initial value and final value (divided) by the sum of initial value of index. |
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Term
| Calculate the Change in The Portfolio over a period of time |
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Definition
Sum of initial value of index: (x + x1 + ...)
Sum of final value of index: (x + x1 +...)
% change in index = difference $ between initial value and final value (divided) by the sum of initial$ value of index.
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Term
| The eight major common stock indexes published by S&P’s |
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Definition
- Industrials index
- Transportation index
- Utilities index
- Financial index
- Composite index
- Midcap index
- SmallCap index
- 1500 SuperComp index
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