The remaining outstanding principal balance of a Mortgage-Backed Security (MBS) after some of the principal has been paid off.
A comprehensive exploration of current refunding, the financial strategy of refinancing old bonds shortly before their call date.
Current-Asset Investment involves the allocation of funds into assets that are expected to be liquidated or turned into cash within one year. This strategy is integral to effective financial management and investment planning.
A 9-character alphanumeric code used primarily in the United States for the identification of securities. Example: '17275R102' for Cisco Systems Inc.
Custodial Accounts (UGMA/UTMA) are financial accounts that facilitate the transfer of assets to minors without restrictions typically found in other specialized plans, although they do not provide specific tax benefits like those of a 529 plan.
A custodian fee is a charge levied by financial institutions for holding and safeguarding an investor's securities and assets.
A detailed article about custody fees, including their importance, types, calculations, historical context, examples, related terms, and FAQs.
Dark Pools are financial trading platforms allowing transactions to occur anonymously and in large volumes without public price disclosure until after trade completion, with advantages like improved pricing and drawbacks including increased volatility.
The DAX Index is a stock market index that serves as the primary performance indicator of the German equity market, comprising 30 major German companies trading on the Frankfurt Stock Exchange.
Day trading involves buying and selling financial instruments within the same trading day based on short-term trends, requiring rapid decision-making and thorough analysis.
A comprehensive article on Debentures - their types, historical context, key events, mathematical models, applicability, examples, and more.
A comprehensive look at debentures as a financial instrument, including their historical context, types, key events, explanations, mathematical models, charts, importance, applicability, examples, considerations, and related terms.
Debenture bonds are debt securities not backed by physical assets but rather by the general creditworthiness and reputation of the issuer. This article delves into their definition, classifications, key considerations, historical context, applicability, comparisons, and related terms.
A Debenture Redemption Reserve (DRR) is a capital reserve allocated from a company's profit and loss account, aimed at safeguarding the future repayment of debentures. While this reserve limits profits available for distribution, it requires a matching investment to ensure actual funds are available for redemption.
An agreement specifying the rights of debenture holders, such as the power to appoint a receiver in specified circumstances of default by a company.
A comprehensive guide to debentures, a type of debt instrument that is not secured by physical assets or collateral, including historical context, types, key events, and more.
Debit Spread: An in-depth look into this net premium option strategy used by traders to capitalize on market movements with limited risk.
An in-depth exploration of Debt Capital, its types, historical context, and significance in finance and investments.
A comprehensive guide to understanding debt instruments, their types, key events, explanations, mathematical models, and real-world applications.
Comprehensive guide to Debt Instruments, financial assets including bonds and loans representing money owed by borrowers to investors. Learn about types, examples, and historical context.
A comprehensive guide to understanding the debt market, where bonds and other debt instruments are traded.
Explore Debt Securities, encompassing bonds, debentures, and notes. Discover historical context, types, key events, and detailed explanations.
The Debt Service Coverage (DSC) or Debt Coverage Ratio is an important financial metric used to determine the financial health of an entity by comparing its operating income to its debt obligations.
Debt swaps are financial strategies that involve exchanging debt for another type of asset or commitment, such as equity. This comprehensive article explores the historical context, types, key events, and importance of debt swaps, alongside examples, related terms, and considerations.
A comprehensive overview of the Debt to Equity (D/E) Ratio, its historical context, significance, mathematical formula, examples, related terms, and much more.
An in-depth look at the Debt-to-Equity Ratio (D/E), a key financial metric indicating a company's financial leverage. This metric is calculated by dividing a company's total liabilities by its stockholders' equity.
The Debt-to-Income Ratio (DTI) is a key financial metric that measures a borrower's monthly debt payments relative to their gross monthly income, used to assess their ability to manage and repay debts.
A detailed exploration of the declaration of dividend, its significance, historical context, processes, and implications for both companies and shareholders.
A comprehensive examination of declared dividends, detailing their types, significance, historical context, key events, mathematical models, related terms, and more.
A comprehensive guide on deeply discounted securities, their significance, historical context, types, key events, formulas, and more.
An in-depth explanation of Default Spread, a specific type of credit spread that focuses on default risk differences, including types, examples, and significance in finance.
A comprehensive definition and explanation of Defensive Industry, an industry known for its relative stability across economic cycles.
Defensive stocks are investments that provide consistent dividends and stable earnings, largely unaffected by overall market fluctuations.
Defensive stocks are shares of companies that provide stable returns regardless of the overall state of the economy. These stocks are characterized by their resistance to economic cycles and provide consistent dividends and performance.
Explore the intricacies of Deferred Annuities, their historical context, types, key events, detailed explanations, formulas, charts, importance, examples, related terms, comparisons, and interesting facts.
An in-depth look into deferred interest, its workings, types, considerations, examples, and historical context.
A detailed examination of deferred ordinary shares, a type of equity where dividends are paid after all other ordinary shares, often used for founder members or issued with initial dividend restrictions.
Learn about Deferred Sales Charge, a fee incurred when assets are sold, commonly known as a back-end load. Understand its structure, implications for investors, and examples.
A detailed exploration of deferred shares, including definitions, historical context, types, key events, and more.
A comprehensive guide to Defined Benefit (DB) plans, including historical context, types, key events, explanations, formulas, importance, applicability, examples, related terms, comparisons, facts, and more.
Defined Benefit Pension Plans promise a specified monthly benefit upon retirement, providing financial security to retirees.
A detailed examination of Defined Benefit Schemes, covering historical context, types, key events, mathematical models, importance, examples, considerations, and related terms.
A comprehensive look into Defined Contribution Schemes, including historical context, types, key events, explanations, mathematical models, and real-world applicability.
A Defined-Contribution (DC) Plan is a retirement plan in which the employer, employee, or both make contributions on a regular basis, but the future benefits fluctuate based on investment performance.
A Defined-Contribution Plan is a type of retirement plan where contributions are predefined, but the eventual benefits depend on the investment performance of the plan.
'Delta' measures the rate of change of the option's price with respect to changes in the underlying asset's price. It is a key metric in options trading, reflecting the sensitivity of the option's price to movements in the underlying asset's price.
Delta, represented by the Greek letter Δ, is a measure of the sensitivity of an option's price to changes in the price of the underlying asset. It is a crucial parameter in options trading and financial derivatives.
Delta measures the rate of change of an option's price with respect to changes in the underlying asset's price, indicating its sensitivity to such variations.
Delta Hedging is a financial strategy used to manage the risk of an options position by adjusting the quantity of the underlying asset.
An options trading strategy designed to make the portfolio's price change insensitive to the price movements of the underlying asset, thus maintaining a neutral delta.
Delta-neutral is a portfolio strategy where the overall delta exposure of the portfolio is adjusted to zero. It aims to minimize the directional risk that arises from price movements in the underlying assets.
A detailed exploration of Depositary Receipts, including their types, historical context, key events, and their importance in global financial markets.
A comprehensive overview of depository receipts, including historical context, types, key events, mathematical models, charts, importance, applicability, and more.
A depository receipt (DR) is a negotiable financial instrument issued by a bank representing a company's publicly traded securities, facilitating global trading.
A detailed exploration of financial derivatives, including types, historical context, key events, formulas, and their impact on financial markets.
An in-depth exploration of derivatives, their types, importance, applications, and key events in financial markets.
A financial security whose value is dependent upon or derived from an underlying asset or group of assets. Detailed explanation, types, uses, and examples.
Comprehensive coverage of derivative instruments, their historical context, types, key events, mathematical models, and applicability in finance and trading.
Comprehensive analysis of the derivative market, covering its historical context, types, key events, explanations, mathematical models, importance, applicability, and more.
An exhaustive exploration of the derivatives market, focusing on financial contracts and their dependency on underlying assets.
An in-depth exploration of Developed Markets, their characteristics, historical context, and significance in the global economy.
An in-depth guide to the DIA ETF which tracks the Dow Jones Industrial Average, composed of 30 prominent companies across various sectors.
Diamond Hands refers to investors who hold onto their assets despite severe market declines and volatility, believing in the long-term potential of their investments.
Digital Options: A financial derivative that pays a fixed amount if the barrier is breached and no payout if it isn’t.
Diluted Earnings Per Share (Diluted EPS) is a metric used in financial analysis to determine the earnings per share (EPS) of a company if all convertible securities such as options, warrants, and convertible bonds were exercised.
A comprehensive look at Diluted Earnings Per Share (EPS), its significance, calculation, and impact on shareholder value.
An in-depth look at the concept of dilution, which refers to the reduction in ownership percentage of existing shareholders due to the issuance of new shares.
An in-depth examination of dilution, its causes, implications, and key considerations for investors and companies.
Dilutive securities are financial instruments that can be converted to common stock, leading to an increase in the total number of shares outstanding. Understanding dilutive securities is crucial for analyzing potential impacts on shareholder value.
Detailed overview of Dim Sum Bonds: their history, types, key events, mathematical models, charts, importance, examples, and related terms.
Understanding Direct Investment Abroad, its types, significance, key events, mathematical models, and much more.
A comprehensive guide to Direct Listing, a method through which a company goes public without issuing new shares or using underwriters, by selling existing shares directly to the public.
Direct ownership involves holding stock directly in one’s name, providing shareholders with direct control and benefits.
The Direct Registration System (DRS) is an electronic method of recording securities ownership without physical certificates, often used alongside Deposit/Withdrawal At Custodian (DWAC).
An individual or entity whose name is directly registered on the share register.
Direct Stock Purchase Plans (DSPPs) are programs established by companies that allow individual investors to purchase shares directly from the company, bypassing brokers and other intermediaries.
An in-depth exploration of Directional Trading, a type of trading strategy that focuses on predicting and capitalizing on the upward or downward movement of asset prices.
An in-depth exploration of why closed-end fund shares trade below their Net Asset Value (NAV).
Comprehensive guide on Discounted Cash Flow Analysis, a method to estimate the value of an investment based on expected future cash flows.
A comprehensive analysis of the Discounted Payback Method, a capital budgeting approach that incorporates the time value of money to determine the payback period of investments.
An in-depth look into discounting, covering its principles, applications in finance, historical context, key models, examples, and more.
A comprehensive exploration of distressed assets, their financial challenges, types, and investment potential.
Distressed debt refers to securities of companies or governments that are experiencing financial or operational difficulties and are either in default or on the brink of default. This article provides an in-depth look into the types, key events, models, applicability, and more.
A distressed sale occurs when assets are sold at a significantly lower price than their market value due to urgency or financial duress. This comprehensive article covers its historical context, types, key events, and much more.
The Distribution Phase is the period when an investor starts withdrawing money from their annuity, typically for retirement income. This phase signifies the transition from accumulating wealth to receiving regular income payments.
A comprehensive guide to Divided Account agreements in underwriting, detailing its historical context, types, importance, applicability, and more.
An overview of dividends, their calculation, significance, and historical context in both the UK and the USA.
Detailed overview of Dividends including their historical context, types, key events, mathematical formulas, and real-world examples.
Companies that have consistently increased their dividend each year for at least 25 years.
Dividend Cover measures a company's ability to sustain dividend payments out of its net profits after tax, signaling its financial health and commitment to growth.
Dividend cover is the ratio of a company’s total earnings for equity to the dividends it pays out. This metric helps assess the sustainability of a company’s dividend payouts.
A comprehensive exploration of the Dividend Coverage Ratio, including its definition, significance in financial analysis, calculations, examples, historical context, and related terms.
Comprehensive coverage of dividend distribution, including its historical context, categories, key events, formulas, charts, importance, examples, considerations, related terms, comparisons, interesting facts, and more.
A comprehensive exploration of Dividend in Specie, a type of dividend paid other than in cash, including its historical context, importance, applicability, and more.
A comprehensive overview of dividend income, including its types, historical context, importance, examples, and related terms.
A comprehensive analysis of dividend policy, encompassing its historical context, types, key events, models, and practical applications.
A comprehensive guide to Dividend Reinvestment Plans (DRIP) that allows shareholders to reinvest cash dividends into additional shares of the company's stock, facilitating long-term growth by automatically reinvesting dividends.
A dividend stock refers to shares of a company that regularly pays dividends to its shareholders, often seen in stable, cash-generating firms.
Comprehensive guide on Dividend Stocks, their significance in finance, types, examples, historical context, and tips for investors.
An in-depth look at dividend waivers, including their historical context, significance, types, and implications for companies and shareholders.
