Elvis Picardo, CFA

Elvis Picardo, CFA

Elvis Picardo is Vice President-Research and a portfolio manager at Global Securities Corporation in Vancouver, Canada. He brings a global perspective to investment research and portfolio management, obtained through more than two decades of international capital markets experience in Canada, India and Hong Kong. His experience spans a wide range of asset classes – equities, options, fixed income and currencies. Elvis is a chartered financial analyst (CFA) and holds the Canadian Investment Manager designation; he also has a Bachelor’s degree in Engineering and a Master's in Management Studies. Opinions expressed herein are his own.

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  1. Term

    Head-Fake Trade

    A trade where a stock or market appears to be making a move in one direction, but then reverses course and goes the opposite way.
  2. Term

    Crowded Short

    A trade on the short side with an overwhelmingly large number of participants, which greatly increases the risks of a short squeeze.
  3. Term

    Asset Disposal Plan

    A plan that documents the activities and costs associated with disposal of infrastructure assets
  4. Term

    Agency Swap Program

    A form of securitization whereby single-family residential mortgages are swapped for mortgage-backed securities issued by government agencies.
  5. Term

    Placement Agent

    An intermediary who raises capital for investment funds.
  6. Term

    Discounted Future Earnings

    A method of valuation to estimate the value of a firm.
  7. Term

    Factor Market

    A marketplace for the services of a factor of production.
  8. Term

    Accelerated Return Note (ARN)

    A short- to medium-term debt instrument that offers a potentially higher return linked to the performance of a reference index or stock.
  9. Options & Futures

    Writing Covered Calls On Dividend Stocks

    Writing covered calls on stocks that pay above-average dividends is a strategy that can be used to boost returns on a portfolio, but it carries some risk.
  10. Term

    Tactical Trading

    A style of investing for the relatively short term based on anticipated market trends.
  11. Term

    Path To Profitability (P2P)

    A clearly defined route to profitability as described in a business plan.
  12. Term

    Maximum Drawdown (MDD)

    The maximum loss from a peak to a trough of a portfolio, before a new peak is attained.
  13. Term

    Gross Exposure

    The absolute level of a fund's investments.
  14. Term

    Exchange Traded Derivative

    A financial instrument whose value is based on the value of another asset, and that trades on a regulated exchange.
  15. Forex Education

    What Is A Currency War And How Does It Work?

    We look at what a currency war is, what factors may lead to it, the impacts of such a strategy, and whether there is a currency war currently.
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