Naked Investing: Episode 2 Securities Made Simple


You may have heard family members or friends say I own stock, I own bonds, mutual funds or ETFs.  If you are an individual with little to no investing experience or knowledge you maybe one wonder what the hell are these people talking about.  No worries this episode is designed to help you understand the basics of these securities.  I will go through the more common types of securities and address the more complicated ones in a later episode.  No need to scare you now, I like to build up the suspense and scare the shit of out you later.  
Now that you went to a full service broker or online discount broker and opened an account now it is time to invest your hard earn cash and purchase securities.  The first such securities and perhaps the most well-known is stock (also known as equity).  Stock provides an investor ownership and voting rights at shareholder meetings in a corporation.  Stock also entitles the investor a claim on the corporation's assets and earnings.  Companies’ issues stock to the public in an effort to raise money.  These events are called Initial Public Offerings or Secondary Public Offerings.  I will address those in later episodes.  Also investors buy and sell stock in the market.   There are two main forms of stock, common and preferred. 
Common Stock typically provides a shareholder (investor) voting rights and receive dividends.  Common stockholders are at the bottom of any claim on the company’s assets in a bankruptcy and liquidation (click the stock link for details).  Preferred Stock is similar to common stock except usually preferred stock does not have voting rights.  Generally preferred stock pays a dividend which must be paid before common stock dividend.  You may have guessed preferred stock has a higher claim on a company’s assets than common stock during a bankruptcy and liquidation. Another type of stock which is less common is called Convertible Preferred Stock. 
Convertible preferred stock contains an option to buy a fixed number of common stock. 
Another type of securities which companies’ issue and investors trade in the market is bonds.  Bonds (also known as fixed income) are a form of loan or IOU to the creditor or simply are debt instruments (securities) which a company borrows money from investors.  These debts securities which the issuer promises the holder (bondholder) to pay in full at a specific date (maturity date) all the proceeds (principal) that was borrowed from the bondholder.  Depending on the terms, the issuer usually provides a fixed rate of interest (coupon) at a predetermined frequency, typically semiannual which is known as a coupon payment.  The creditor earns a yield on the debt investment.  Assuming the creditor purchase a bond at par, the yield the investor earns is equal to the coupon, also assuming the creditor holds the bond to maturity. Bonds have a higher claim on a company’s asset than preferred and common stockholders in a bankruptcy and liquidation.  Depending on the issuer some bonds maybe tax exempt and have different levels of risk.
There are many forms of bonds issued by many entities such as governments and corporations but I will stick with the most common types.  The U.S. Federal Government issued bonds to fund programs, departments, courts and its daily operational needs.  These government bonds come in different forms and maturities, but the most common forms are Treasuries and Treasury Inflation Protected Securities (TIPS).  Treasuries and TIPS are backed by the full faith and credit of the U.S. Government. Treasuries and TIPS instruments can be issued as T-Bills which are short term fixed income typically less than 1 year in maturity (90 day T-Bills are the most common) and Treasury Bonds which have maturities of greater than 1 year, the most common at 10 and 30 year maturities. 
State and local governments such as cities also issue bonds which are typically called Municipal Bonds.  These bonds are typically called General Obligation Bonds (GO) and Revenue Bonds.  GO bonds are very similar to Treasuries which are back by the full faith and credit of issuer which are states and cities in the U.S.  Revenue Bonds are back by revenue generated from projects which are typically stadiums, toll bridges and mass transit systems.
Foreign governments also issued bonds some are similar to U.S. Treasuries and U.S. TIPS.  Foreign government bonds also known as sovereign debt. These types of bonds are so broad with different structures, taxations and rules I will not attempt to address them.  In the U.S. market place foreign government bonds are associated with terms like global fixed income and emerging market fixed income.  Don’t worry about these terms they are just Wall Street marketing to classify bonds from certain regions and risks.  I will address them later episode of how Wall Street classifies investments. 
Besides governments, private corporations issue bonds they are known as corporate bonds.  These bonds are similar to their governmental cousins, they are debt instruments backed by the full faith and credit and revenue streams of a corporation.  Just like their governmental cousins they contain maturities and coupon rates.  Corporate bonds have the highest level of claim on a company’s assets during a bankruptcy or liquidation.  However unlike their governmental cousins all interest earned are subject to taxes.  Also corporation will issue convertible bonds which convert the bonds into a fixed number of common or preferred stock.  Wall Street markets corporate bonds under several names such as investment grade and high yield (also known as Junk Bonds).  Once again don’t worry I will address Wall Street Marketing on a later episode. 
Another common form or securities are Mutual Funds.   Mutual Funds are pools of money collected from many investors to purchase securities by professionals called portfolio managers or money managers who charge a fee for their services.  These investors are given shares of the mutual fund but do not have direct claim of the securities held within the mutual fund but only on the assets of the mutual fund.  There are two types of mutual funds called open end and closed end.  Closed end funds are publically traded investment companies that have very little in common with their open end cousins.  The fund is structured similar to stock with a fixed number of shares and trades on a stock exchange.  Open end mutual funds don’t trade on exchanges and can issue an unlimited amount of shares.  Open end mutual funds are the most common type of portfolio investment.  Typically they are found in one’s 401k plan or IRA.  Typically investors who own mutual funds have very little investment experience or have very little time to manage their but prefer to have a professional actively managed their assets.  These active mutual funds are measured against a benchmark to determine success of the portfolio manager.  I will address benchmarks and how to measure the success of active managers in a later episode.  However there are non-active mutual funds called index funds.  These funds replicate an index such as S&P 500.  Since these funds are not actively managed their fees are much lower than their actively managed cousins. 
Another form of portfolio investment is called Exchange Traded Fund (ETF) and Exchange Traded Note (ETN).  ETFs are investments funds like closed end fund.  ETFs trade on a exchange like stock and usually hold assets such as stocks, bonds and commodities.  Similar to index mutual funds ETFs are based on a specific index and just like index funds the management fees are dirt cheap.  In some cases the cheaper relative to most mutual funds.  ETN are similar to ETF their assets are based by an underlying index.  Unlike ETFs, ETN are unsecured debt instruments issued by banks. Unsecured debt just means the ETN is not backed by any collateral or asset besides the underlying investments.  If the bank goes bankrupted it is possible the ETN could lose value. 
Hedge Funds are very similar to mutual funds however they can invest in a broader range of assets that goes beyond the Investment Company Act of 1940.  Hedge Funds employ many investment strategies that most mutual funds cannot use due regulations and their investment mandate.  Typically hedge funds carry a much higher management fee relative to mutual funds and may require higher minimum investments.  Hedge Funds can be complicated investment vehicles which go beyond the scope of this episode.  You can talk to you investment professional to learn more about hedge funds. 
There are other types of investment securities such as private equity funds, real estate investment trusts (REIT), Master Limited Partnerships (MLP), variable annuities, fixed annuities, life insurance, options, futures contracts and currencies.  If you want to learn more about any of the securities I mention and their implications with taxes and risk please discuss them with an investment professional. 









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