What is a 10 Bagger A 10 bagger is a stock that increases in value by at least 10 times its purchase price, or by at least 900%.  The term 10 bagger was coined by legendary fund manager Peter Lynch.....
What is a 10-K The objective of the 10-K and other SEC-required forms is to provide shareholders and prospective shareholders with accurate, relevant, and timely information about the financial and...
What is a 10-Q A 10-Q is a report of a company's performance that must be submitted quarterly by all public companies to the Securities and Exchange Commission (SEC) When do Companies Issue 10-Qs A...
What is a 100-Day Moving Average The 100-day moving average is a popular technical indicator which investors use to analyze price trends. It is simply a security's average closing price over the last....
What is a 1031 Exchange? A 1031 exchange is a real estate transaction in which the buyer and seller effectively swap properties in order to avoid paying capital gains tax on the sale. 1031 Exchange...
What is a 12b-1 Fee A 12b-1 fee is a fee assessed by a mutual fund to its shareholders. The fees cover the fund's marketing expenses and are named after the section of the Investment Company Act of...
What is a Form 13-F The Form 13-F must be filed by institutional investors who exercise discretion over at least $100 million in investments. Data reported on this form include the names of...
What is a 150-Day Moving Average The 150-day moving average is a popular technical indicator which investors use to analyze price trends. It is simply a security's average closing price over the last....
What is a 200-Day Moving Average The 200-day moving average is a popular technical indicator which investors use to analyze price trends. It is simply a security's average closing price over the last....
What is a 30-Day Annualized Yield The 30-day annualized yield is a measure of the yearly rate paid to investors of an interest-bearing account, based on the returns earned in a 30-day period.   How.....
What is a 401(k) Plan A 401(k) plan is a tax-deferred salary savings plan that companies can offer their employees as a retirement account. A 401(k) plan meets the tax-deferral requirements of...
What is a 403b Retirement Plan? A 403(b), commonly referred to as a Tax-Deferred Annuity (TDA) or Tax-Sheltered Annuity (TSA) plan, is a retirement savings plan available to employees of certain...
What is a 50-Day Moving Average The 50-day moving average is a popular technical indicator which investors use to analyze price trends. It is simply a security's average closing price over the last...
What is a 52-Week High The 52-week high refers to the highest market price of a given security over a 52-week (one year) period. How to Identify a Stock's 52-Week High If you observe the market...
What is a 52-Week High/Low The 52-week high and low refers to the highest and lowest market prices of a given security over a 52-week (one year) period. If you observe the market prices for a given.....
What is a 52-Week Low The 52-week low refers to the lowest market price of a security over a 52-week (one year) time span. How to Identify a Stock's 52 Week Low If you observe the market prices for a....
What is a 7-Day Annualized Yield The 7-day annualized yield is a measure of the yearly rate paid to investors of an interest-bearing account, based on the returns earned in a 7-day period. Formula:...
What Is the 80-20 Rule? The 80-20 rule, also known as the Pareto Principle, states that 80% of outcomes arise from 20% of inputs. The idea is applied in business and economics to identify and...