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الأسواق العامة

الأسهم، والسندات، والصناديق، والأساليب المؤسسية — من الفهرسة المباشرة إلى الأطواق وصناديق التبادل.

مرجع تعليمي — شروح وموازنات بين الخيارات، لا توصيات. المختصون المؤهلون هم من يحددون ما يناسب كل عائلة.

Start here Public Markets: A Field Guide

Public markets — stocks, bonds, mutual funds, ETFs, and the institutional wrappers built around them — form the liquid core of most substantial family portfolios. What changes at scale is not which markets a family can access but…

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الركيزة Direct Indexing

Direct indexing is a strategy in which a taxable investor owns the individual stocks that make up a market index…

الركيزة Tax-Loss Harvesting

Tax-loss harvesting is the practice of selling an investment that has declined in value to realize a capital loss…

فئات الأصول

7 مداخل

Equities Equities — shares of ownership in publicly traded companies — have historically served as the primary engine of long-term portfolio growth for wealthy… 5د

Fixed Income Fixed income is the broad category of investments — primarily bonds — in which an investor lends money to a government or corporation in exchange for… 6د

Treasury Securities Treasury securities are debt obligations issued by the U.S. federal government, available in several forms—bills, notes, bonds, TIPS, and STRIPS—each… 6د

Municipal Bonds Municipal bonds are debt securities issued by state and local governments to finance public projects, and their defining feature is that the interest they… 6د

Corporate Bonds and Credit Corporate bonds are debt securities issued by companies to raise capital; investors who buy them are lending money to the issuer in exchange for periodic… 5د

Preferred Securities Preferred securities are hybrid instruments that combine features of both bonds and common stock, sitting between debt and equity in a company's capital… 5د

Commodities and Currencies Commodities and currencies are two distinct but often intertwined exposures that arise in sophisticated portfolios: commodities (energy, metals… 7د

الصناديق وأوعية الاستثمار

3 مداخل

Closed-End Funds Closed-end funds are publicly traded investment vehicles that raise a fixed pool of capital through an initial offering, then list their shares on an… 6د

Exchange-Traded Funds An exchange-traded fund (ETF) is a pooled investment vehicle that holds a basket of securities and trades on a stock exchange throughout the day, much… 5د

Separately Managed Accounts A separately managed account (SMA) is a professionally managed portfolio of individual securities held directly in an investor's own name at a custodian… 6د

الأدوات

1 مداخل

Structured Products Structured products are securities — typically issued by a bank or financial institution — that combine a bond-like component with one or more derivatives… 6د

التقنيات

3 مداخل

Concentrated Stock Positions A concentrated stock position — when a single equity holding represents a dominant share of a family's net worth — is one of the most common financial… 8د

Hedging and Collars Hedging and collars are option-based strategies families with concentrated stock positions sometimes use to limit downside risk without immediately… 6د

Exchange Funds An exchange fund is a private partnership that allows an investor holding a large, appreciated stock position to contribute those shares and receive, in… 6د

الأسواق العامة

فئات الأصول

الصناديق وأوعية الاستثمار

الأدوات

التقنيات

سُلَّم الثروة

استثمر

خطّط

العائلة

المرجع