stockholdings
Owned company shares
Stockholdings are shares of stock that a person or institution owns.
The term emphasizes the portfolio aspect—the collection of equity positions someone holds across one or more companies: Her stockholdings include positions in several tech companies.
Also spelled as two words: stock holdings.
Units of company ownership
- equityImpartial treatment or ownership value
- stakeSharpened post or share
- interestAttention, stake, or fee
- ownershipLegal right of possession
securities · voting shares · majority stake · shareholder · outstanding shares
Profits paid to shareholders
- yieldProduce or relinquish
- payoutMoney distributed to recipient
- capital gainsProfit from asset sales
- appreciationRecognition of worth
total return · distribution · quarterly dividend · reinvestment · ex-dividend · earnings · profit sharing · income
Expanding into varied areas
- allocationDistribution of shares
- rebalancingRestoring proper proportions
- brokerageTransaction-facilitating service
- risk toleranceAcceptable level of uncertainty
investment strategy · wealth management · capital allocation · tax efficiency · liquidity · active management · custodian · statement
Mutual giving and receiving
- tradingExchanging for value
- NYSELargest equities market
- NASDAQElectronic securities exchange
- IPOFirst public stock offering
bull market · bear market · capitalization · volume · liquidity · price · valuation · ticker
Asset minus accumulated depreciation
- par valueSecurity's nominal worth
- market valueCurrent trading price
- fair valueReasonable exchange price
- intrinsic valueWorth independent of circumstance
price-to-earnings · earnings per share · dilution · capitalization · net asset value · premium · discount · overvalued
shares
Units of company ownership
- equityImpartial treatment or ownership value
- stakeSharpened post or share
- interestAttention, stake, or fee
ownership · securities · voting shares · majority stake · shareholder · outstanding shares
dividends
Profits paid to shareholders
- yieldProduce or relinquish
- payoutMoney distributed to recipient
- capital gainsProfit from asset sales
appreciation · total return · distribution · quarterly dividend · reinvestment · ex-dividend · earnings · profit sharing · income · growth
diversification
Expanding into varied areas
- allocationDistribution of shares
- rebalancingRestoring proper proportions
- brokerageTransaction-facilitating service
risk tolerance · investment strategy · wealth management · capital allocation · tax efficiency · liquidity · active management · custodian · statement
exchange
Mutual giving and receiving
IPO · bull market · bear market · capitalization · volume · liquidity · price · valuation · ticker · bid
book value
Asset minus accumulated depreciation
- par valueSecurity's nominal worth
- market valueCurrent trading price
- fair valueReasonable exchange price
intrinsic value · price-to-earnings · earnings per share · dilution · capitalization · net asset value · premium · discount · overvalued · undervalued
stockholdingsbonds
Ties that unite
cash · treasury bonds · certificates of deposit · savings accounts · real estate holdings
stockholdingsliabilities
Amounts owed to others
debts · debt · indebtedness · borrowings · financial obligations
stockholdingsbonds
Ties that unite
treasury securities · cash reserves · money market funds · certificates of deposit · government bonds