Across
- 2. A stock or any other security representing an ownership interest
- 4. A savings certificate entitling the bearer to receive interest
- 6. The end goal of performing this analysis is to produce a value that an investor can compare with the security's current price, with the aim of figuring out what sort of position to take with that security (underpriced = buy, overpriced = sell or short)
- 9. The exact type of debt the fund invests in will depend on its focus, but investments may include government, corporate, municipal and convertible bonds, along with other debt securities like mortgage-backed securities.
- 11. A security that sells like a stock on the major exchanges and invests in real estate directly, either through properties or mortgages
- 13. A stock mutual fund that primarily holds stocks that are deemed to be undervalued in price and that are likely to pay dividends
Down
- 1. A method of evaluating securities by analyzing statistics generated by market activity, such as past prices, volume, charts and other tools to identify patterns that can suggest future activity.
- 3. A diversified portfolio of stocks that has capital appreciation as its primary goal, with little or no dividend payouts
- 5. A term used by the investment community to refer to companies with a market capitalization value of more than $10 billion
- 7. Sought by investors for the prospect of high returns, as they often experience faster economic growth as measured by GD
- 8. Refers to stocks with a relatively small market capitalization
- 10. The contract offers the buyer the right, but not the obligation, to buy (call) or sell (put) a security or other financial asset at an agreed-upon price (the strike price) during a certain period of time or on a specific date (exercise date).
- 12. A type of mutual fund with a portfolio constructed to match or track the components of a market index, such as the Standard & Poor's 500 Index