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Convertible Securities

Wall Street Mojo

Investors aiming to have a diversified portfolio are recommended to convert their security forms as and when they get an opportunity. The critical feature of convertible securities is the option it provides to the holder to convert their securities into a predetermined number of shares of the underlying issuer’s common stock.

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2022 Fourth Quarter Review & Commentary

FineMark

The two-front assault faced by traditional 60% equity and 40% fixed income (60/40) portfolios in 2022 was one of the most severe on record, and the worst seen in many years. As a result, this normally stabilizing counterbalance, instead contributed to additional portfolio losses.

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Bullish Engulfing Pattern

Wall Street Mojo

A trader’s response after spotting a bullish engulfing candlestick pattern depends on their position in a financial asset. In other words, traders must buy the security and hold it in their portfolio until they can sell it at a higher price to make financial gains. Hence, he purchased 500 shares of DBC at $10 per unit.

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Top Reasons to Buy a Tech Company

Lake Country Advisors

Buyers seeking to enter high-demand sectors or expand their portfolios are drawn to the promise of sustained profitability and market leadership. Enhancing Product Portfolios Integrating advanced tech solutions into your existing business can elevate your product offerings and improve customer satisfaction.

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Collateralized Debt Obligation (CDO)

Wall Street Mojo

CDOs are considered highly astute financial instruments Financial Instruments Financial instruments are certain contracts or documents that act as financial assets such as debentures and bonds, receivables, cash deposits, bank balances, swaps, cap, futures, shares, bills of exchange, forwards, FRA or forward rate agreement, etc.

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