Questions tagged [terminology]

For questions about the meaning and usage of specific terms used in personal finance, alternative names for concepts, etc.

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1answer
19 views

Is book value in BVPS really just shareholders equity?

So shareholders equity is total assets - total liabilities while book value is tangible assets - total liabilities. But apparently book value in practice could also just be total assets - total ...
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1answer
104 views

What does it mean when an ETF has a negative turnover rate?

In the fact sheet of Vanguard FTSE All-World UCITS ETF (accumulating), I see that the fund has a negative turnover rate: The ETF has a turnover rate of -28%. How can the turnover rate be negative? ...
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1answer
81 views

What can I hold within a UK Stocks & Shares ISA?

I hold a S&S ISA and understand the principles of trading quite well, but beyond single stocks I don't really understand what can and cannot be held within this vehicle... funds, bonds, equities, ...
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3answers
109 views

What does Taylor Mason mean by predicting delta of a stock?

A stock is like a living organism. A sparrow, say. And we are able to create an emergent-based abstraction of that sparrow, which closely approximates the sparrow itself, accounting for migration ...
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1answer
50 views

What are “unit interests” in the context of a mutual fund?

I'm trying to understand how listed open-ended funds (LOFs) work in different geographies and I sometimes encounter the term "unit interests." The fact that it is never elaborated on ...
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0answers
29 views

Term for describing a stock listed multiple times in different currencies on a stock exchange

Suppose a stock has multiple tickers on a single stock exchange. All the tickers represent the same underlying instrument (i.e. same ISIN), but each ticker trades in a different currency (e.g. ticker ...
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2answers
125 views

What does “retirement” mean in (ira) account?

ira is abbreviation for (Individual Retirement Arrangement), what I don't understand: what is the relation between (retirement) word and a brokerage account? or does this word have different meaning ...
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2answers
109 views

Significance of the word iron in option strategies

Why is the word iron used in some of the option strategies, like iron butterfly or iron condor ?
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0answers
50 views

What are the correct terms for a fixed payment with variable rate mortgage vs variable payment with variable rate mortgage?

What are the correct terms for a fixed payment with variable rate mortgage and variable payment with variable rate mortgage? I've read on some articles that a variable rate mortgage and adjustable ...
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1answer
173 views

In a fixed mortgage, is the term the same as the amortization period?

From what I understand, the term is the length of time the mortgage agreement and interest rate will be in effect and the amortization period is the length of time it’d take to fully pay off the loan. ...
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1answer
89 views

What does “handelstype” mean?

I was looking at the trading information for some stocks listed on the Euronext Paris stock exchange, and I don't understand what "handelstype" means. Some stocks have a "handlestype&...
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2answers
69 views

What is GST revenue?

I know that Revenue means Income-Investment. However in the context what is meant by revenue here? I do not think there is any investment involved when you take a tax. I feel this is extremely ...
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1answer
64 views

What's the difference between a buy vs an acquisition, and a sale vs a disposition?

The image below shows the recent insider transactions in Chipotle Mexican Grill, Inc. stock (NYSE: CMG). What is the difference between a "buy" and an "acquisition"? What is the ...
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2answers
202 views

Trading strategy with high probability of small profits and low probability of complete loss

What are some trading strategies that have high probability of small profits and low probability of catastrophic loss? I believe there is an academic term to describe a trading system that shows small ...
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2answers
72 views

Backwardation or Contango?

I was looking for graphs of backwardation and contango but I've found seemingly contradictory image results: For instance this image and this one show contago on top, but this one shows it on the ...
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1answer
3k views

What does the letter “c” mean with a number in an annual report (UK)

I had a question when reviewing an annual report of a company Wood PLC. In their report they have used the letter "c" in lowercase after different types of numbers. E.g., basic EPS is ...
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12 views

In what case(s) is the end of the offering period (when one purchases the shares) considered the grant date?

I read on https://fairmark.com/compensation-stock-options/employee-stock-purchase-plans/dispositions-of-espp-stock/ in the context of employee stock purchase plans (ESPP) in the United States: For ...
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1answer
44 views

How is “Turnover” in HKEX different from “Volume”?

On page 26 of this PDF provided by HKEX, it describes turnover as: each trade concluded in the derivatives market will increase the turnover for that day Isn't it the definition for volume? When ...
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2answers
1k views

What is the difference between SEPA and a wire transfer

I am currently reading stellar documentation and I wondered about this part: Deposits and withdrawals should be processed through local domestic payment rails (ACH, SEPA, SPEI, etc.), not via wire ...
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7answers
3k views

Better terms to use to understand Puts and Calls for options trading

I've been trying to learn a little about options trading, specially puts and calls. The term options works well for my brain because someone is buying or selling the option to buy or sell something. ...
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1answer
59 views

How to name (BTC/AUD) / USD rate? [closed]

I am buying the BTC in Australian Dollars (AUD): BTC/AUD I want to convert this rate (BTC/AUD) to American Dollars (USD). So, I have the following rate: (BTC/AUD) / BUSD What's the name for rates like ...
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1answer
133 views

What's the difference between “gross profit”, “operating income” and “net income”?

I received an email boasting about a company doing the following in their 4th quarter Revenues up 94% to $978m USD Operating Income up 600% to $200m Net profit of $123.9m What is the difference ...
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1answer
80 views

What do all these mean? [closed]

Can someone explain what all these mean? (Apple's financials taken from google finance)
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2answers
144 views

Options trading: buy/sell to open/close terminology

I want to buy put options as I believe the price of the underlying asset is going down. In the linked video here at around 1:10 there is a bit saying that for short positions, you 'sell to open' to ...
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2answers
90 views

invested value + profit (-loss) =?

What is the financial name which a broker would give to the following returns: invested capital = 1000 profit = 2% currentValue1 = 1000*1.02 = 1020 $ currentValue2 = 100%+2% = 102% MarketValue is ...
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1answer
84 views

Why are Short Put option strategy losses said to be unlimited when they are limited by fact that stocks don't fall below zero?

This is really more a question about terminology. In many articles describing synthetic long stock options strategy, losses (on the Short Put leg of the trade) are noted as being "unlimited"....
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2answers
275 views

In the context of corporate profits, what does “back-half” mean?

Today, the following was reported: Clorox shares are trading lower after the company reported Q2 results. While the company beat estimates, it said it expects back-half sales to be about flat. What ...
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1answer
137 views

What is the “Cal 22” contract?

As far as I understood so far, it's a contract traded on the stock exchange. Is this correct and what does Cal 22 stand for? GERMAN – Cal 22 gains in line with carbon [EDIT] context: text on energy ...
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1answer
42 views

“Gross Margin” vs “Gross Profit Margin” in English

This is a question about financial terms and definitions in English. Gross Margin = Revenue - COGS Gross Profit Margin = (Revenue - COGS) / COGS In the first equation we also mean Profit (Gross Profit ...
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3answers
140 views

What is “negative liquid assets” called?

I technically have $3000 on my bank account. However, I have -$2000 in "liquid assets", as determined by my little software system which I've made. Basically, it takes the money I have and ...
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2answers
104 views

“margin” vs “profit” in English

What does the term margin mean in finance. Looking up the word margin in a dictionary gives: a sum deposited with a broker to cover the risk of loss on a transaction or account the profit made on a ...
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3answers
124 views

What are “bond marks”?

I've been Googling this term all day and can't find a straight answer. I know that it has something to do with the pricing of a bond and understand what "mark-to-market" is. But I'm unclear ...
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3answers
1k views

What is the difference between “wire” and “bank” transfer?

This question comes after reading a sentence https://money.stackexchange.com/a/69731/88420 Wire transfer is the only way I know that is not reversible. Bank transfers are reversible; From what I ...
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4answers
1k views

what's the trader term for return of 3x, 4x, 5x etc

There's a trader term for returns that are multiples of the original amount. I forget what the stem word is. Suppose it were "ball", tripling your money would be known as a three-ball, ...
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0answers
39 views

Difference between depth of market and the limit order book

In trading terminology, is there a difference between "depth of market" (DOM) and the limit order book? I suspect that they are the same because a limit order book shows the "depth"...
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0answers
54 views

Technical/academic term for frothy

I can appreciate the visceral clarity of the term "frothy," it's a pretty easy to understand phrase and is suitable for most audiences. However, for extremely formal situations/publications, ...
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1answer
52 views

Coupon payment intervals in bond names

Consider the name of a bond: "American Telephone & Telegraph Co. Convertible 4½s, due 1933"†. I have some questions about the coupon payment interval information contained in the name: ...
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0answers
78 views

How are remisiers in Malaysia and Singapore different from stock brokers in other countries?

In Singapore and Malaysia, some (most?) investors buy stocks through a "remisier". Remisiers are apparently special enough to get their own Wikipedia page: A remisier (also known as a ...
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1answer
50 views

Can one say “institutional ownership” for fixed income products?

I understand the bonds don't entail ownership of a company/country -- they just a pay a coupon at a later date. However, I want to verify the financial correctness of the term: Institutional ...
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1answer
79 views

Meaning of “Markets seldom are [wrong]”?

In the book How to Make Money in Stocks, the author says, Investors' personal opinions are generally wrong; markets seldom are. (p. 21) What does "markets" mean in this context?
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2answers
109 views

Bonds: Is “principal” a synonym of “face value”?

Consider a bond that has a face value (or par value, or nominal value) of $1000. Suppose I buy this bond at a price of $950. Is this $950 the principal, or is the principal $1000? From my perspective, ...
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1answer
455 views

What's the difference between a “market” and a “venue”?

I've seen the two terms used interchangeably. I've also seen ECNs referred to as "markets" but then seen ATSes referred to as "venues". I've seen "regulated markets" ...
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3answers
94 views

Is it correct to say that any “Basis of accounting” is a database that can be used to create a Trial balance? [closed]

I try to learn about some fundamental terms in account management and I have a trouble understanding the difference between the following two terms: In English Wikipedia, a Basis of accounting is ...
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1answer
1k views

What does an L mean at the end of the salary in India?

In the following job ad in India, what does the L mean at the end of the number? Expert level Data Engineer Bengaluru ₹15L – ₹20L
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2answers
852 views

What is a loan origination date?

From Investopedia we have the definition of a loan origination: Origination is the multi-step process that every individual must go through to obtain a mortgage or home loan. The term also ...
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1answer
61 views

What is the CRA definition of income? Why not any payment counts as income?

Official acts and guides shed light on what kinds of income there can be and distinguish between taxable and non-taxable income. However, I could not find any definition or even a hint of what is ...
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0answers
40 views

What to look for in a company's annual report?

For a beginner in stock investing, looking at a company's annual report can be an overwhelming experience. You can typically expect to see 50-100 pages of accounting lingo that may sound natural to ...
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2answers
185 views

What's the difference between mutual fund, index fund, etf, index mutual etf, etc.?

Originally, this was more of a conceptual question that I tried to Google, but after looking through many sources, I keep seeing different definitions and terminologies and a combination of them that ...
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1answer
67 views

Understanding the term “open position”

The investopedia page on open position states that: The recommendation for investors is to limit risk by only holding open positions that equate to 2% or less of their total portfolio value I am ...
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1answer
787 views

What does it mean in a stock when the Bid volume is 100x higher than the Ask volume?

I'm trying to understand how a certain stock fluctuates, I noticed periods recently when the Bid/Ask volume looks like 50,000/500 give or take. What does this mean in human language in terms of ...

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