Stocks & ETFs
HOW STOCKS FIT WITHIN AN OVERALL INVESTMENT PORTFOLIO.
Stocks are an important part of any portfolio because of their potential for growth and higher returns versus other investment products. In order to determine how much you should allocate to stocks, you should first develop a comprehensive financial plan that reflects your investment horizon and the level of risk you're willing to accept in exchange for the potential upside stocks can offer.
Fast Facts
Stop and conditional orders may help protect your portfolio.
The price-to-earning (P/E) ratio can help you identify value stocks.
Market capitalization (market cap) is the dollar value of a company.
Stock performance can fluctuate depending on market conditions.
STOCKS & ETFs INVESTMENT?
An exchange-traded fund is a type of investment fund and exchange-traded product that is traded on stock exchanges. ETFs are similar in many ways to mutual funds, except that ETFs are bought and sold throughout the day on stock exchanges. ETFs are created by large money managers which bundle the underlying instruments of the fund together. After a series of regulatory steps, an ETF can be offered for sale to the public and can be purchased through Quadivest.
” Stocks let you own a piece of a company’s future. They’re available for a wide variety of industries—so you can tap into your knowledge of specific businesses, or help you to diversify your portfolio. “
Asset classes perform differently, and it's nearly impossible to predict which asset class will perform best in a given year. If you had invested $100,000 in just U.S. Stocks in 1997, it would have almost quadrupled to $400,000 by 2017, but there would have been many ups and downs due to volatility. A more diversified investment portfolio would have had a lower return, but reduced volatility.
TOP FIVE DIVIDEND YIELDING STOCKS
With a robust infrastructure and talented investment professionals, Quadivest offers clients the scale of a large asset management firm, with the benefits of a versatile investment platform – flexibility and customization.
What is Dividend?
A dividend is a payment made by a corporation to its stockholders, usually out of its profits. Dividends are typically paid regularly (e.g. quarterly) and made as a fixed amount per share of stock.
The Basics of Stock Selection
Selecting stocks for investing and trading should not be a guessing game in today's market. Join us as we review the basics of technical analysis and other stock selection techniques you should know before buying a stock.
What To Know Before You Buy Stocks
Placing a stock trade is about a lot more than pushing a button and entering your order. This brief video can help you prepare before you open a position and develop a plan for managing it.
