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By Dr. David Edward Marcinko; MBA MEd
SPONSOR: http://www.MarcinkoAssociates.com
http://www.DavidEdwardMarcinko.com
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Key Terms and Definitions
Portfolio Insights: A feature that connects your portfolio to what’s happening in the market by reviewing your holdings and surfacing relevant market news and activity.
Portfolio: For the purposes of insights, a portfolio includes all accounts selected for inclusion in the total value displayed.
As-of-now: A time stamp.
Included accounts: Accounts shown in your Summary that contribute to your (for example, brokerage, retirement, linked external accounts, bank accounts, and assets such as real estate shown in Summary).
Total value: The combined value of accounts included in your summary. Total Value is not a measure of investment performance. Accounts included may vary based on your total value settings
Total Day Change: The overall dollar change in your total value for the day. This can include changes from accounts that don’t hold tradable securities.
Account Day Change: Account day change indicates the change in account value from the previous trading day’s close. This includes your trading activity, as well as deposits and withdrawals.
Top Movers: Securities with the largest impact on your portfolio’s daily movement, based on a combination of price change and portfolio weighting.
Benchmark: A standard reference (such as the S&P 500) used for performance comparisons.
S&P 500: An index of 500 large U.S. companies that may be used as the standard benchmark for comparisons.
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Current market conditions: Market activity relevant to today’s trading, such as same‑day market movement and recent news and events affecting today’s trading activity.
CFR (Center for Financial Research): A research organization that provides general market commentary and research updates used to identify notable market events, trends, and news.
Market news: Selected news and information that may be relevant to your investments.
Summary view: A summary page is where your accounts and total value are shown.
SPEAKING: Dr. Marcinko will be speaking and lecturing, signing and opining, teaching and preaching, storming and performing at many locations throughout the USA this year! His tour of witty and serious pontifications may be scheduled on a planned or ad-hoc basis; for public or private meetings and gatherings; formally, informally, or over lunch or dinner. All medical societies, financial advisory firms or Broker-Dealers are encouraged to submit an RFP for speaking engagements: CONTACT: Ann Miller RN MHA at MarcinkoAdvisors1738@outlook.com -OR- http://www.MarcinkoAssociates.com
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