Equity Investor
Stocks & Equity
-
Reliable Income & Growth - Historical evidence shows dividends as a reliable source of income and additional portfolio growth over time.
-
Mitigate Market Volatility - Dividends can act as a cushion during market turbulence, offering comfort to equity investors and encouraging them to stay invested.
-
Potential for Share-Price Gains - Companies increasing dividend payouts to reward investors may lead to share-price appreciation, offering additional benefits for shareholders.
Exchange Traded Funds (ETFs)
ETFs, or Exchange-Traded Funds, are like a hybrid of stocks and mutual funds. They're open-ended mutual funds that trade like stocks throughout the trading day. Unlike traditional mutual funds, ETFs can be bought or sold at any time when the market is open, just like shares of a company. This offers investors flexibility and liquidity. ETFs are bought and sold at market prices, which can sometimes differ from their net asset value.Exchange Traded Funds (ETF) Terminology
Non-Principal Protected Structured Notes (NPPN)
NPPNs: Tailored Investment Solutions
Non-Principal Protected Notes (NPPNs) offer a personalized approach to investment returns. Unlike traditional equity investments, NPPNs provide flexibility. They can yield enhanced returns when markets rise and varying levels of principal protection in market downturns.
Key Features:
-
Customizable to match your investment preferences.
-
Linked to various underlying assets like indices, stocks, and more.
-
Provides a balance between potential returns and capital protection.
-
Discover NPPNs: Explore investment alternatives that align with your unique financial goals.
Closed Ended Funds
Closed-Ended Funds: A Unique Investment Approach
Explore the world of Closed-Ended Funds (CEFs), where traditional mutual fund principles meet a distinctive twist. Managed by investment experts, CEFs house diverse portfolios of securities, just like mutual funds. However, CEFs stand apart in their structure: once the initial public offering (IPO) concludes, capital no longer flows in or out through purchases or sales of shares. Instead, shares are traded on an exchange, with other market participants stepping in as buyers or sellers. This distinctive setup adds a layer of market dynamics to CEFs, offering an intriguing investment avenue.
Benefits:
-
Exchange Trading: CEF shares are traded on exchanges, enhancing flexibility and accessibility.
-
Diversification: CEFs pool resources to invest in various securities, spreading risk.
-
Unique Market Dynamics: Unlike traditional mutual funds, CEF prices can differ from their net asset value.
