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Investing Terms and Concepts
Correlation is the degree to which asset and security prices move in tandem. Two highly correlated securities would have moved up and down together over a specific historical period. Two inversely correlated securities would have moved in different directions over a specific historical period.
Technical Analysis is the study of price and volume patterns in a specific security or market. Technical analysis relies mainly on price and volume trends and the study of charts to forecast the future movement of a security. Technical analysis is particularly useful when trends change and frequently sounds an early alert to buy or sell before Fundamental analysts have information.
NUA (Net Unrealized Appreciation) Strategy is a specific plan to deal with company options that can save the investor significant tax dollars. This strategy should be explored when an executive has a large amount of company options in tax deferred accounts.