Complete portfolioThe entire portfolio, including risky and risk-free assets.
Portfolio turnover ratePortfolio turnover rate
For an investment company, an annualized rate found by dividing the lesser of purchases and sales by the average of portfolio assets.
Portfolio capitalPortfolio capital
Financial assets, including stocks, bonds, deposits, and currencies.
Zero investment portfolioZero investment portfolio
A portfolio of zero net value established by buying and shorting component securities, usually in the context of an arbitrage strategy.
Inefficient portfolioInefficient portfolio
Group of assets dominated by at least one other portfolio under the mean variance rule. For example, if A has both lower return and higher volatility than B, we say A is dominated by B.
Tilted portfolioTilted portfolio
An indexing strategy that is linked to active management through the emphasis of a particular industry sector, selected performance factors such as earnings momentum, dividend yield, price-earnings ratio, or selected economic factors such as interest rates and inflation.
Further SuggestionsPassive portfolio
Passive portfolio strategy
Select ten portfolio
Foreign portfolio investment
Minimum variance portfolio
Portfolio internal rate of return
Excess return on the market portfolio
Modern portfolio theory
Portfolio opportunity set
Structured portfolio strategy