Investment Strategies and Analysis - Jace

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Across
  1. 5. the ratio used to evaluate return based on risk level
  2. 10. cluster of protein filament currently found on Micheal's face
  3. 12. portfolio theory that seeks for optimal returns at a given risk level and time horizon
  4. 14. portfolio management type that adapts to a seasonal market trend
  5. 15. more __
  6. 16. __ hypothesis (of the Efficient Market Hypothesis) disregards past history and refute theories of technical analysis of any security
  7. 17. passive investment technique that attempts to match a particular stock baseline
  8. 18. private activity __ bonds would be taxable under the Alternative Minimum Tax (AMT)
Down
  1. 1. the P/E ratio of a growth company
  2. 2. Rob's favorite shirt design
  3. 3. correlation at a (+1) coefficient
  4. 4. term used when ensuring a portfolio does not overemphasize one or more asset categories
  5. 6. by calculating a weighted average of various performance probabilities, the __ return is the amount an investor expects to receive from an investment
  6. 7. rule of 72 determines the time it take an investment to do this
  7. 8. the period an investor has actual ownership of the security
  8. 9. the government agency security guaranteed by the US government
  9. 11. the stepped up cost basis of an inherited security is determined as of the date of the owner's___
  10. 13. portfolio turnover rate in a buy and hold strategy
  11. 19. the P/E ratio of a value company