Exchange Traded Funds (ETF)

An investment fund traded based on stock exchanges.

DuPont Analysis

A method of performance measurement that was started by the DuPont Corporation in the 1920s. With this method, assets are measured at their gross book value rather than at net book value in order to produce a higher return on equity (ROE). It is also known as "DuPont identity".

Long Term Growth (LTG)

An investing strategy or concept where a security will appreciate in value for a relatively long period of time, whether or not the growth is initiated immediately or later on. Long-term growth is a relative term, as the investing horizon differs between investing styles, but the perceived appreciation in the security remains the same.

P/E Ratio

A valuation ratio of a company's current share price compared to its per-share earnings.

Q/V/M Matrix

Our Q/V/M Matrix is a proprietary tool that we use to look at the Quality, Value, and Momentum of a company as we evaluate an appropriate position size in our portfolio.

Valuation/PE Compression Risk

P/E Compression Risk is the risk that a company trading at a high P/E ratio may grow its earnings yet not trade for a higher price due to a declining P/E ratio.