Examlex
The efficacy of an individual can be dictated by all of the following EXCEPT:
Held
When securities are retained in an investment portfolio without being sold.
Financial Engineering
Creating and designing securities with custom-tailored characteristics.
Securities
Securities are financial instruments that represent an ownership position in a publicly-traded corporation (stock), a creditor relationship with a governmental body or a corporation (bond), or rights to ownership as represented by an option.
Portfolios
A portfolio containing various types of financial investments, including stocks, bonds, commodities, cash, cash equivalents, mutual funds, and ETFs.
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