“Public Equity”

860 Search Results

860 Search Results

Putting Your House in a Trust

Putting Your House in a Trust

https://www.sofi.com/learn/content/putting-house-in-trust/

…it to become the property of loved ones or a charity upon your death. For many households, home equity represents their largest financial asset, and it has burgeoned. U.S. homeowners…


Implied Volatility: What It Is & What It's Used for

Implied Volatility: What It Is & What It’s Used for

https://www.sofi.com/learn/content/what-is-implied-volatility/

…downward-trending or bearish markets, when they expect equity prices to go down. During bull markets on the other hand, investors implied volatility tends to go down as more investors believe…


What Is Portfolio Margin?

What Is Portfolio Margin?

https://www.sofi.com/learn/content/what-is-portfolio-margin/

…by offsetting positions against one another Margin equity = stock + (+/- cash balance) Buying power (maintenance excess) = net liquidation value – margin requirements Less flexibility on margin requirements…


Guide to Glide Paths for 401(k)

Guide to Glide Paths for 401(k)

https://www.sofi.com/learn/content/what-is-glide-path/

…approach used. It involves a higher equity risk allocation that steadily declines as retirement approaches. Static Glide Path Some target-date funds may have a static glide path during some years….


Understanding Leverage Trading

Understanding Leverage Trading

https://www.sofi.com/learn/content/leverage-trading/

…Industry rules dictate that equities known as penny stocks and Initial Public Offering (IPO) stocks are not marginable. Generally, stocks and exchange-traded funds (ETFs) that are worth more than $3…


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