Exchange fund - A exchange fund is a type of investment fund where investors having significant holdings in a single stock can exchange that stock and diversify meaning they can exchange the holdings in that stock for smaller units or assets in a portfolio. Because no sale has actually taken place and no capital gain has occurred the exchange of stock for other assets is not deemed taxable. Exchange funds are a great way to diversify holdings while deferring taxes on capital gains. There are public and private exchange funds. A private exchange fund will facilitate investors of private equity holdings to diversify their shares, which are not made public. An exchange fund is also known as a swap fund.
Buy Break - A buy break is an investment strategy that some investors use to gauge when to buy a stock. The investor believes that when a stock passes a certain resistance level, which is an inability for a stock to increase past a certain...
Don't Buy Stock in the Company You Work For
Buy Break