Investment Vehicle Attributes

by Charles Rotblut, CFA

Investment Vehicle Attributes Splash image

Applying portfolio concepts to the actual selection of investments requires not only understanding the characteristics of each asset class, but also the vehicles that comprise the actual investment. In this month’s column, I discuss the characteristics of five types of investment vehicles you may consider using: individual securities, mutual funds, exchange-traded funds (ETFs), closed-end funds and annuities.

To be clear, an asset class and an investment vehicle are not the same thing. An asset class is a broad category of investments and securities with similar characteristics. An investment vehicle is a means for investing in a particular asset class. For example,

...To continue reading this article you must be registered with AAII.

Gain exclusive access to this article and all of the member benefits and investment education AAII offers.
JOIN TODAY for just $29.
Log in
Already registered with AAII? Login to read the rest of this article.

Register for FREE
to read this article and receive access to future AAII.com articles.
  
Charles Rotblut, CFA is a vice president at AAII and editor of the AAII Journal. Follow him on Twitter at twitter.com/charlesrotblut.


Discussion

James Jennings from Virginia posted about 1 year ago:

Won't you come with me Lucille,
in my merry investment vehicle....


You need to log in as a registered AAII user before commenting.
Create an account

Log In