Portfolio

 

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Portfolio

The entirety of the financial assets (and usually also liabilities) that an economic agent or group of agents owns.

Portfolio

A group of investments held by an institution or individual.The process of choosing which investments go into a portfolio is known as portfolio management or 'asset allocation', and decisions are based on:whether the investment objective is income, growth or a balance of the twohow much risk the investor is prepared to acceptwhat the time horizons of the investor areBased on the answers to these questions (and others) the portfolio manager decides how to allocate funds between different classes of investment (bonds, shares, property), how to diversify between sectors, countries and shares, how much cash to hold, and when to make changes in the composition of the portfolio. If you are managing your own portfolio of investments, exactly the same considerations apply.

Portfolio

A collection of investments, real and/or financial.



Portfolio

Similar Matches

Complete portfolio

Complete portfolio

The entire portfolio, including risky and risk-free assets.


Portfolio variance

Portfolio variance

Weighted sum of the covariance and variances of the assets in a portfolio.


Feasible set of portfolios

Feasible set of portfolios

The collection of all feasible portfolios.


Inefficient portfolio

Inefficient 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.


Structured portfolio strategy

Structured portfolio strategy

Designing a portfolio to achieve a level of performance that matches some predetermined liabilities that must be paid out in the future.


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