investments
Money at work
Investments are assets acquired with the expectation of future returns—stocks, bonds, real estate, or other holdings meant to grow in value or generate income: She diversified her investments across several sectors.
The term extends to anything you put resources into hoping for later benefit: Education is an investment in your future.
Time, money, and effort can all be investments when spent strategically rather than consumed.
Ownership stakes or inventory
- bondsTies that unite
- ETFsExchange-listed investment baskets
- securitiesTradeable financial assets
- equitiesOwnership stakes in corporations
commodities · derivatives · options · futures · annuities · CDs · REITs · money-market
Wealth used for investment
- ventureRisky new undertaking
- seedEmbryonic plant capsule
- angelDivine winged messenger
- backingAid or sponsorship
endowment · stake · infusion · allocation · outlay · commitment · crowdfunding · underwriting
Tax-advantaged retirement fund
- 401(k)Tax-advantaged retirement savings account
- brokerageTransaction-facilitating service
- pensionRetiree's ongoing benefit
- retirementLeaving the workforce permanently
tax-advantaged · custodian · trust · rollover · vesting · savings
Produce or relinquish
- dividendCorporate profit share
- appreciationRecognition of worth
- gainsIncreases in value
- profitGain exceeding expenditure
interest · income · payout · earnings · distribution · ROI · returns · growth
Collected works or assets
- rebalancingRestoring proper proportions
- diversificationExpanding into varied areas
- long-termLasting extended period
- short-termOf limited duration
stocks
Ownership stakes or inventory
- bondsTies that unite
- ETFsExchange-listed investment baskets
- securitiesTradeable financial assets
equities · commodities · derivatives · options · futures · annuities · CDs · REITs · money-market · crypto
capital
Wealth used for investment
backing · endowment · stake · infusion · allocation · outlay · commitment · crowdfunding · underwriting · IPO
IRA
Tax-advantaged retirement fund
- 401(k)Tax-advantaged retirement savings account
- brokerageTransaction-facilitating service
- pensionRetiree's ongoing benefit
retirement · tax-advantaged · custodian · trust · rollover · vesting · savings
yield
Produce or relinquish
- dividendCorporate profit share
- appreciationRecognition of worth
- gainsIncreases in value
profit · interest · income · payout · earnings · distribution · ROI · returns · growth · coupon
portfolio
Collected works or assets
- rebalancingRestoring proper proportions
- diversificationExpanding into varied areas
- long-termLasting extended period
volatility
Rapid, unpredictable changeability
- speculationUnproven theorizing or risky investment
- exposureState of being unprotected
- lossBeing without something
default · leverage · bubble · crash · downside · inflation · liquidity · hedging · diversification · drawdown
- family financeshousehold income, income, savings, expenses, monthly expenses
- income sourcessalary, wages, hourly pay, wage, commission
- affluent professionalsdoctors, lawyers, executives, consultants, architects
- accounting termsassets, cash, expenses, equity, retained earnings
- finance termsnet profit, gross profit, budget, credit, debt
- investingstocks, stock, bonds, shares, portfolio
investmentsexpenditures
Money paid out
expenses · spending · consumption · outlays · costs
investmentsconsumption
Using up of resources
instant gratification · splurging · impulse purchases · liquidations · cash-outs
investmentsliabilities
Amounts owed to others
debts · obligations · loans · mortgages · bills
- investment planningOrganizing long-term financial goals
- strategic investmentPlanned financial commitment for future gain
- return on investmentProfit relative to cost
- investment bankerAdviser on corporate transactions
- investment portfolioGrouped financial assets owned
- investment firmCompany managing financial portfolios