Fixed Income Investments refer to bonds and bank deposits. Dollar Cost Averaging is an approach to investing that requires the discipline to invest the same amount of money regularly as a buying strategy to help neutralize the impact of volatility. Asset Allocation is a science that blends different percentages of stocks, bonds and cash together to help reduce risk and enhance return. Qualified Money is money invested in a qualified retirement plan. Non-Qualified Money is usually an after tax investment dollar.
Cost Basis is the initial investment cost plus reinvested dividends.
Gain is the difference between the current value and your purchase price plus your reinvested dividends.