Carry Learning Center

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Alternative investments (also referred to as alternative assets) are any asset classes that aren’t stocks, bonds, or cash. In this article, we’ll look at what alternative investments are, the different types of alternative assets, characteristics and how they differ from traditional investments, and the risks and rewards of investing in them. Want to learn more about this [...]

An “accredited investor” is a designation created in 1933, through the Securities Act of 1933, and is essentially a way to classify high income or high net worth individuals. It’s intended to indicate that an individual or organization has sufficient financial knowledge and resources to understand and assume the risks associated with investing in unregistered [...]

Overview When you sell equities in your cash account, the trade takes place immediately and you can use the funds to enter new positions, but it takes 2 business days for the funds from the sale to settle. A good faith violation occurs if you use unsettled funds to purchase equities in your account, and then [...]

Overview When you buy securities through your cash account, there are two separate dates involved in the transaction: the trading date and the settlement date. While the trade takes place immediately, the settlement date is when the trade becomes final – the buyer makes the payment to the seller and the seller transfers the equities to [...]

Overview A freeriding violation occurs when you buy a security using funds from the sale of the same security that hasn’t settled yet. In other words, it involves buying and selling securities without actually putting up your own money to cover the purchase. If you receive just one freeriding violation in a period of 12 months, your [...]

When you’re trading in your cash account, there are 3 different types of violations that you need to be aware of. Good faith violation Freeriding violation Cash liquidation violation With a cash trading account, you’re required to pay for all purchases in full by the settlement date, which is the day in which the trade becomes finalized. The settlement [...]

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Index funds, exchange-traded funds (also known as ETFs), and mutual funds are similar investment products. By doing one transaction, you’re able to own a small percentage of all its underlying assets. Instead of purchasing a single stock, or individually purchasing multiple different stocks, you can purchase one index that gives you access to a group of [...]