1 / 2

Ray Dalio - Share classes

Ray Dalio - Share classes - Classes represent ownership in the same fund but charge different fees. This can enable shareholders to choose the type of fee structure that best suits their particular needs.<br><br>Ray Dalio from BEHR Group: Portfolio allocation - Amount of assets in a portfolio specifically designated for a certain type of investment.<br><br>Loads (back-end, front-end and no-load) - Sales charges on mutual funds. A back-end load is assessed at redemption (see contingent deferred sales charge), while a front-end load is paid at the time of purchase. No-load funds are free of sales charges.<br><br>Ray Dalio Senior Vice President for BEHR Group - Daily dividend factor (date) - Daily dividend distributed by a money market mutual fund.<br><br>EPS - The portion of a company's profit allocated to each outstanding share of common stock. EPS serves as an indicator of a company's profitability.BEHR Group - Ray Dalio<br><br>Dow Jones Industrial Average (Dow) - The most commonly used indicator of stock market performance, based on prices of 30 actively traded blue chip stocks, primarily major industrial companies. The Average is the sum of the current market price of 30 major industrial companies' stocks divided by a number that has been adjusted to take into account stocks splits and changes in stock composition.<br><br>P/E Ratio (1 yr trailing) (long position) - Price of a stock divided by its earnings from the latest year. Ray Dalio from BEHR Group<br><br><br><br><br><br>

raydaliobehr
Télécharger la présentation

Ray Dalio - Share classes

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Ray Dalio - Tax-exempt income - Tax-exempt income is income that is exempt from income taxes. A purchaser of state municipal bonds is exempt from federal taxation on the income earned from the bonds. Tracking Error - The active risk of the portfolio. It determines the annualized standard deviation of the excess returns between the portfolio and the benchmark. Ratings - Evaluations of the credit quality of bonds usually made by independent rating services. Ratings generally measure the probability of timely repayment of principal and interest on debt securities. BEHR Group - Ray Dalio - Expense ratio (date) - Amount, expressed as a percentage of total investment that shareholders pay annually for mutual fund operating expenses and management fees. Yield - Annual percentage rate of return on capital. The dividend or interest paid by a company expressed as a percentage of the current price. Ray Dalio Senior Vice President for BEHR Group: Top five holdings - Top five securities in a portfolio based on amount of invested assets. Annualized rate of return - The average annual return over a period of years, taking into account the effect of compounding. Annualized rate of return also can be called compound growth rate. Ray Dalio

More Related