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Updated over a week ago
  • Earnings surprises: from time to time - usually every quarter - companies publish their financial results, the so-called "balance sheets". In these documents, companies report a series of data: profit or loss for the period, revenues, debt, equity and other indicators that measure the financial health of the business.

    We talk about revenue surprises precisely when there is a large difference between the projections and the company's results.

  • Emergency Fund: this refers to money that is set aside and can be used in times of economic hardship or to meet unforeseen personal expenses.

  • Equal weight or equal weight in the portfolio: is a measurement method that gives equal importance to each stock in a portfolio, whether it is an index or index fund.

  • Equity financing: is the process of raising capital through the sale of shares. When a company sells shares, it is selling a fraction of its ownership in exchange for cash.

  • Estimated exchange rate: is the actual value of the dollar (USD) in relation to the local currency. As this value goes up and down every second, the actual exchange rate may differ at the time of your transaction.

  • Estimated number of shares: the number of shares you expect to receive once your order is executed.

  • Estimated value to be collected: the exchange rate and the amount to be collected are estimates. You will know the final amount when the deposit/withdrawal is completed.

  • ETFs: ETFs stand for Exchange Traded Fund. ETFs are usually baskets filled with stocks, but may hold other assets, such as futures contracts or currencies.

  • Exchange Traded Fund (ETF): is an investment fund listed on the stock exchange, mainly these funds are linked to the performance of an asset, in many cases, an index.

  • Executed: this is when a buy or sell order has been successfully executed. That is, you have received or sold the number of shares you ordered.

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