[This ETF Industry Perspective is sponsored by O’Shares in partnership with Cboe Global Markets.]
O’Shares founder Kevin O’Leary and the firm’s CEO and President Connor O’Brien discuss how the O’Shares funds can help investors achieve their goals in the current environment.
Definitions and Financial Terms:
Cash Flow: Cash flow is the net amount of cash and cash equivalents being transferred into and out of a business. Cash received represents inflows, while money spent represents outflows.
Duration: Duration is a measure of the sensitivity of the price of a bond or other debt instrument to a change in interest rates.
Russell 2000: Represented by the Russell 2000 Index. The Russell 2000 Index is comprised of the smallest 2000 companies in the Russell 3000 Index, representing approximately 8% of the Russell 3000 total market capitalization.
S&P 500: The S&P 500® is widely regarded as the best single gauge of large-cap U.S. equities and serves as the foundation for a wide range of investment products. The index includes 500 leading companies and captures approximately 80% coverage of available market capitalization.
Bond ratings are grades given to bonds that indicates their credit quality as determined by a private independent rating service such as [Standard & Poor’s or Moody’s, etc.]. The firm evaluates a bond issuer’s financial strength, or its ability to pay a bond’s principal and interest in a timely fashion. Ratings are expressed as letters ranging from ‘AAA’, which is the highest grade, to ‘D’, which is the lowest grade.
Dividends are payments that companies typically make to shareholders at regular intervals, usually quarterly. They signal the financial health of a company and are a strong force in generating investor returns and income. Dividends paid by the companies in the S&P...
The past year has undoubtedly been one of immense change, and this sentiment has proven to be especially true in the world of technology and finance. The field of technology, which was already growing at a rapid pace prior to the pandemic, was thrown into an...
Performance data quoted represents past performance and is no guarantee of future results. Current performance may be lower or higher than the performance data quoted. Investment return and principal value will fluctuate so that an investor’s shares, when redeemed,...
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O’Shares Livestreams are usually on Thursdays at 11AM ET. Topics include current market investment themes and internet and dividend related research.