Year to Date (YTD)

A period of time that starts with the first day of the current calendar year and ends with today.

A period of time that starts with the first day of the current calendar year and ends with today.

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Fundamentals

The data or information that is likely to impact a company's stock price.
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Time-Weighted Rate of Return (TWRR)

A return calculated over the time period invested, that excludes extraneous elements, such as deposits to and withdrawals from the investment accounted.
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Hedge Fund

Investment funds that are often associated with riskier and shorter-term trading strategies.
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Venture Capital

A type of financing that investors provide to startups, who sometimes announce getting said financing in TechCrunch, to big fanfare.
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Professional Client

An investor that is able to meet several regulatory criteria.
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Real Estate Investment Trust (REIT)

An investment trust specialised in investing in commercial property such as parking garages or GP offices.
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Gross Margin

The difference between a company's revenue and the cost to produce its goods/services, divided by revenue.
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Equity ETF

An exchange-traded fund that is comprised of a set of stocks.
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American Depository Receipts (ADRs)

Tradeable assets that let Americans invest in overseas stocks using US laws and dollars.
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