Strategies Terms and Definitions

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100% equities strategy
130-30 strategy
accumulation plan
active investment management
active management
active portfolio strategy
aggressive
allocation
analyze
applied research
APT
arbitrage
arbitrage house
Arbitrage Pricing Theory
arbitrageur
asset allocation
asset-liability management
automatic investment plan
automatic reinvestment plan
average down
average up
averaging
back testing
balanced investment strategy
barbell strategy
basis trading
basket
behavioral finance
Benjamin Method
bifurcation
bill-and-hold basis
Black-Litterman Model
boomernomics
bottom fisher
bottom-up
box spread
Buffett, Warren
bull call spread
bull put spread
bullet strategy
buy a bounce
buy and hold
buy and homework
buy and write
buy break
buy on the bad news
buy the dips
buy weakness
buying on margin
calculated risk
call ratio backspread
CAN SLIM
capital allocation line (CAL)
capital growth strategy
carte blanche
cartel
cash and carry trade
cash management
Chartered Financial Analyst
Chartered Financial Consultant
Chartered Investment Council
charting
chasing the market
cherry picking
ChFC
CIC
circle of competence
closet indexing
coattail investing
collective rationalization
combination
compound arbitrage
comps
conservative
conservative growth
constant dollar plan
constant ratio plan
contingent immunization
contrarian
conversion arbitrage
convertible arbitrage
convertible hedge
corporate structure
correlation trading
cost analysis
cost segregation
countertrend trading
cover
cover on approach
covered arbitrage
covered combination
currency binary
currency hedging
Cushion Theory
data analysis
debt management
decision
defensive buy
defensive investment strategy
defensive open market operations
defensive stock
directional trading
diversifiable risk
diversification
divest
divestment
dividend rollover plan
do it yourself investing
Dogs of the Dow
dollar cost averaging
double hedging
double up
Dow dividend theory
Du Pont analysis
dynamic asset allocation
dynamic hedging strategy
earnings multiple
earnings multiplier
earnings stripping
earnings yield
efficient frontier
Efficient Market Theory
efficient portfolio
end of day order
ethical investing
evaluation criteria
expected return
exposure
extrapolation
fair game
feasible portfolio
financial pyramid
financial risk management
fixed-income arbitrage
forex hedge
formula investing
forward-looking statements
fundamental analysis
fundamentalist
gamble
Gambler's fallacy
gapping
gather in the stops
geographic risk
Gordon Report
Graham and Dodd Method of Investing
greater fool theory
green investing
growth
growth at a reasonable price (GARP)
growth industry
growth strategy
gut spread
Halloween Strategy
hard stop
Harvard MBA Indicator
hedger
historical data
Hulbert Rating
hurdle rate
idiosyncratic risk
impact analysis
index arbitrage
indexing
inflation hedge
information coefficient
Institutional Shareholder Services (ISS)
international arbitrage
intrinsic reward
investment adviser
investment advisory representative (IAR)
investment advisory service
investment analysis
investment analyst
investment boutique small
investment club
investment horizon
investment philosophy
investment planning
investment policy
investment software
investment strategy
investment strategy committee
investment style
iron butterfly
iron condor
January Barometer
just-in-time
ladder strategy
law of large numbers
legging-in
life income plan
long term planning
long-term
long-term financial plan
loss aversion
macro-hedge
mark to model
market basket
market capitalization rate
market neutral
market portfolio
market timer
market timing
market-neutral investing
married put and stock

martingale system
matching strategy
maximum expected return criterion (MERC)
mean reversion
mean-variance analysis
memory-of-price strategy
methodology
metrics
micro-hedge
minimum-variance portfolio
modern portfolio theory
momentum
money market hedge
monitoring
Monthly Investment Plan (MIP)
multiple arbitrage
multiple discriminant analysis
naïve diversification
naked shorting
net short
neutral hedge
on the sidelines
one cancels other order
opportunity cost
opportunity line
optimization
option strategy
passive investing
passive investment management
passive management
peak-to-valley drawdown
penultimate profit prospect (PPP)
perception
perfect capital market
perfect hedge
performance attribution analysis
periodic payment plan
planning
portable alpha
portfolio insurance
portfolio theory
position diagram
position self
post-modern portfolio theory (PMPT)
postponement option
preservation of capital
Presidential Election Cycle Theory
price immunization
primary data
profit forecast
program
program trading
pump and dump
put ratio backspread
pyramid
qualitative analysis
qualitative research
quantitative analysis
quantitative data
quantitative research
quantitative trading
qubitrage
random walk theory
rational decision making approach
rationale
rebalancing
regret theory
required rate of return
research
residual risk
retracement levels
reverse cash-and-carry-arbitrage
reverse swap
risk
risk appetite
risk arbitrage
risk assessment
risk avoidance
risk category
risk discount
risk management
risk mitigation
risk neutral
risk premium
risk seeking
risk tolerance
risk-averse
risk/return trade-off
riskless arbitrage
scalp
seagull option
security analysis
security market line
security selection
sell short
selling hedge
selling on the good news
selling short
selling short against the box
sensitivity analysis
short
short and distort
short call option
short cover
short position
short purchase
short sale
short sale rule
short sell
short sell against the box
short squeeze
shortfall risk
shorting
shorting against the box
sidecar investment
specialization
speculator
stakeholder analysis
Standard & Poor's (S&P)
statistical analysis
statistical arbitrage
stock market capitalization to GDP ratio
stock market rating
stock screening
stock selection strategy
strategic planning
strategy
structured portfolio strategy
style investing
suitability
Super Bowl indicator
surplus management
swing trade
swing trading
synthetic long stock
systematic
systematic investment plan
tactical asset allocation
tactics
talking my book
tax arbitrage
technical analysis
Thomson Financial
tilted portfolio
time weighted average price
timing the market
tomorrow next trade
top-down
tracking error
trade price response
trading strategy
trough
ulcer index (UI)
ultimate oscillator
unsystematic risk
value averaging
value investing
value line investment survey
value stock
variable ratio plan
WACC
wash
wealth management
weighted average cost of capital
whale watching
what-if analysis
win-win
winner's curse
writing naked
writing puts to acquire stock
Zacks Estimate System
zero-beta portfolio
zero-investment portfolio
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