Equity and Fixed Income


These investments are in stocks or shares of ownership issued by publicly traded companies.
They are traded on stock exchanges such as the NYSE or NASDAQ.
The asset class of equities is subdivided by market capitalization into small-cap, mid-cap, and large-cap stocks.

Market capitalization refers to the total dollar market value of a company’s outstanding shares of stock.
It is calculated by multiplying the total number of a company’s outstanding shares by the current market price of one share.

Micro cap

Market capitalization of less than $250 million.

Large cap

Market capitalization of $10 billion to $100 billion.

Small cap

Market capitalization of $250 million to $2 billion.

Mega cap

Market capitalization of more than $100 billion.

Mid cap

Market capitalization of $2 billion to $10 billion.


These type of investments pay investors a fixed interest or dividend payments until the maturity date.
At maturity, investors are repaid the principal amount they had invested.
Fixed income investments can offer many potential benefits like diversification, capital preservation and income generation.