Monday, March 11, 2013

Book Value - Mark Berch

Book Value: The amount of net assets belonging to the owners of a business (or shareholders of a company) based on balance sheet values.

Ian Berch: Asset: Any item of value. Examples are cash, securities, accounts receivable, inventory, office equipment, a house, a car and other property.

Risk: The probability of losing capital. The more risk associated with an asset, the greater the potential for a capital loss. Increased risk can also be understood as a greater range in price or increased volatility. Mark Berch

Eric Berch: Unitholder: Refers to an individual or organization that owns one or more units of a mutual fund. The unitholder has certain ownership rights, such as the right to vote on key issues affecting the fund.

Growth Managers: Fund Managers whose style is to select stocks for growth or perceived growth potential with valuation typically being a secondary consideration.

Ian Berch


Asset allocation: An investing strategy that strives to minimize risk and maximize returns by dividing money into different investment instruments such as stocks, bonds and cash. The allocation decisions are based on the investor's goals, risk tolerance and time horizon.

Value fund: A mutual fund that invests mainly in value stocks or stocks that are underpriced according to fundamental analysis. Such metrics as the price-to-earnings ratio are used to gauge value.

Mark Berch Eric Berch
Return: The amount of money gained or lost on an investment in relation to the amount invested. It's usually stated as a percentage; for example a $25 gain on a $100 investment would have a 25 percent return.

Risk: The probability that the return will be less than expected.





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