Price returnThe price return is the rate of return on an investment portfolio, where the return measure takes into account only the capital appreciation of the portfolio, while the income generated by the assets in the portfolio, in the form of interest and dividends, is ignored. This contrasts with the total return, which does take into account the income generated in the portfolio.
Index (economics)In economics, statistics, and finance, an index is a number that measures how a group of related data points—like prices, company performance, productivity, or employment—changes over time to track different aspects of economic health from various sources.
Stock market indexIn finance, a stock market index or stock index is an index that measures the performance of a stock market, or of a subset of a stock market. It helps investors compare current stockprice levels with past prices to calculate market performance. Two of the primary criteria of an index are that it is investable and transparent: The methods of its construction are specified.
S&P 500The S&P 500 (Standard and Poor's 500) is a stock market index tracking the stock performance of 500 companies listed on stock exchanges in the United States that are considered to have large market capitalizations. The S&P 500 is a subset of the S&P 1500. It is maintained by S&P Dow Jones Indices and its components are selected by a committee. For a list of the criteria for addition to the index, see S&P 1500 § Selection criteria.
Modern portfolio theoryMathematical framework for investment riskModern portfolio theory suggests a diversified portfolio of shares and other asset classes (such as debt in corporate bonds, treasury bonds, or money market funds) will realise more predictable returns if there is prudent market regulation.
DAXThe DAX (Deutscher Aktienindex (German stock index); German pronunciation: [daks] ) is a stock market index consisting of the 40 major German blue chip companies trading on the Frankfurt Stock Exchange. It is a total return index. Prices are taken from the Xetra trading venue. According to Deutsche Börse, the operator of Xetra, DAX measures the performance of the Prime Standard's 40 largest German companies in terms of order book volume and market capitalization.
Capital gains taxTax on investment profits This article has multiple issues. Please help improve it or discuss these issues on the talk page. (Learn how and when to remove these messages) This article needs to be updated. Please help update this article to reflect recent events or newly available information. (February 2016) This article needs more citations. Please help improve this article by adding citations to reliable sources.
Dividend taxTax levied on stock earnings A dividend tax is a tax imposed by a jurisdiction on dividends paid by a corporation to its shareholders (stockholders). The primary tax liability is that of the shareholder, though a tax obligation may also be imposed on the corporation in the form of a withholding tax. In some cases the withholding tax may be the extent of the tax liability in relation to the dividend.
Bond (finance)In finance, a bond is a type of security under which the issuer (debtor) owes the holder (creditor) a debt, and is obliged – depending on the terms – to provide cash flow to the creditor; which usually consists of repaying the principal (the amount borrowed) of the bond at the maturity date, as well as interest (called the coupon) over a specified amount of time.
CommodityYerba mate (left), coffee bean (middle) and tea (right), all used for caffeinated infusions, are commodity cash crops.In economics, a commodity is an economic good, usually a resource, that specifically has full or substantial fungibility: that is, the market treats instances of the good as equivalent or nearly so with no regard to who produced them.*As an Amazon Associate I earn from qualifying purchases.