Professional Documents
Culture Documents
Instruments:
Stock
Fund
Derivative
Bond 债券
Real estate
Foreign exchange 外汇
‘72rules’
按照风险系数分(从小到大):
Bond:
• Treasury bond(国债)
• Corporate bond【rate 更高】
Stock:
Fund:
• Hedge 对冲
• Mutual 互惠
• ETF 指数
Derivatives:
• Futures
• Options
Institutions
Depositary institution
Insurance company
Regulatory body(gov) e.g. SEC. FBIC(针对存款)
Firm
R&D
Marketing
Human resource
operation
finance
• accounting
income statement
balance sheet ( 左边是 asset,右边是 liability 和 equity)
cashflow statement
example:
Cash:
• Operating
• Investing·
• Financial
Alpha
Beta
P.E=price/eps
(eps=每股收益)