PortfolioThe entirety of the financial assets (and usually also liabilities) that an economic agent or group of agents owns.
PortfolioA 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.
PortfolioA collection of investments, real and/or financial.
Complete portfolioComplete portfolio
The entire portfolio, including risky and risk-free assets.
Portfolio variancePortfolio variance
Weighted sum of the covariance and variances of the assets in a portfolio.
Feasible set of portfoliosFeasible set of portfolios
The collection of all feasible portfolios.
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.
Structured portfolio strategyStructured portfolio strategy
Designing a portfolio to achieve a level of performance that matches some predetermined liabilities that must be paid out in the future.
Further SuggestionsMinimum variance portfolio
Select ten portfolio
Modern portfolio theory
Portfolio opportunity set
Passive portfolio strategy
Foreign portfolio investment
Portfolio turnover rate
Excess return on the market portfolio
Well diversified portfolio
Zero investment portfolio
Portfolio internal rate of return