Diamond Chart
Investing Trends
Why Diversify?
Investment Strategies
Gurus & Platforms
100

Bonds issued by the local government which are used to finance public projects such as road and infrastructure.

Municipal Bonds.

100

 In the United States, 33 states have legalized this product for medical use and 10 states have legalized its recreational use, though it remains illegal at the federal level.

Cannabis

100

A type of risk that affects the overall market that is unpredictable and impossible to avoid. It is also known as market risk.

Systematic Risk

100

An investor may invest in certain stocks that are consistent with the value of a company's outstanding shares. There are three categories a stock fits into.

Small, Mid-sized, Large Capitalization

100

The custodian that Regatta Capital Group uses to manage your investments.


Fidelity Investments

200

Any short term investment that has a maturity of 90 days or less.

Cash & Cash Equivalents

200

The new generation of wireless networks that is a major competitor to internet service providers that provide a high-speed broadband internet service to residential and commercial locations.

5G

200

The risk of being unable to sell your investments at a fair price when you want.

Liquidity Risk

200

When an investor purchases an equal amount shares  over time regardless of market circumstances.

Dollar Cost Averaging

200

The renown CEO and investor who encourages new investors to invest in Exchange Traded Funds.

Warren Buffet

300

Investment companies that invest in a wide range off properties which offer dividend-based income without purchasing, managing or financing a property.


REIT

300

Investing that focuses on making a positive social and financial impact.

ESG

300

A type of risk that can be eliminated with a diversified portfolio.

Unsystematic Risk

300

An investment style where an investor invests in securities that focus on capital appreciation.  These securities may be priced higher and more volatile than the market but earning records are high.

Growth Investing

300

This guru promotes the concept of a cash flow quadrant in the book Rich Dad, Poor Dad which explains the four ways to make income.

Robert Kiyosaki

400

Companies with a steady stream of income are more willing to pay their shareholders in the form of this payment, which can be seen as an indicator of the company's financial strength.

Dividends

400

Alibaba Group Holding Company is the largest international market for this trend that is rapidly gaining momentum and transforming e-commerce.

Mobile Payments

400

When a government entity or company that issues a bond and has difficulty with paying interest or repaying the principal of an investment. This type of risk is...

Credit Risk

400

A strategy used by an investor that seeks to outperform the market by actively trading securities.

Technical Investing or Market Timing

400

A trading platform that offers low cost and no minimum discount investing options.

Ally Invest or Robinhood

500

Google, Tesla and Amazon are examples of this type of security that does not necessarily pay a dividend but has more emphasis on appreciation.

Growth Securities

500

Google uses this deep learning software to automate many parts of its business in order to return relevant search results to consumers. Some products include virtual assistant software, digital ad-pricing, speech-recognition software and image-recognition software.

Artificial Intelligence


500

The risk that your investment may be shortened due to an unforeseen event which forces you to sell your investments that you were expecting to hold for long term.

Horizon Risk

500

An investment style where the investor invests in securities that appear to be undervalued in the market. These securities tend to perform best in an economic recovery period.

Value Investing

500

A wealth management and trading platform division of Bank of America that offers full financial planning services.

Merrill Lynch

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