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Portfolio |
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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.Portfolio Similar MatchesPortfolio internal rate of returnPortfolio internal rate of returnThe rate of return computed by first determining the cash flows for all the bonds in the portfolio and then finding the interest rate that will make the present value of the cash flows equal to the market value of the portfolio. Passive portfolio strategyPassive portfolio strategyA strategy that involves minimal expectational input, and instead relies on diversification to match the performance of some market index. A passive strategy assumes that the marketplace will reflect all available information in the price paid for securities, and therefore, does not attempt to find mispriced securities. Related: Active portfolio strategy. Excess return on the market portfolioExcess return on the market portfolioDifference between the return on the market portfolio and the riskless rate. Select ten portfolioSelect ten portfolioA unit investment trust that buys and holds for one year the ten stocks in the Dow Jones Industrial Average with the highest dividend yields. Tilted portfolioTilted portfolioAn 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 SuggestionsPortfolio capitalPortfolio flow Well diversified portfolio Diversified portfolio Foreign portfolio investment Complete portfolio Portfolio turnover rate protected portfolio Portfolio investment Replicating portfolio Portfolio variance Portfolio approach Feasible set of portfolios Hedged portfolio Passive portfolio Levered portfolio Factor portfolio Minimum variance portfolio Modern portfolio theory Normal portfolio Characteristic portfolio Portfolio theory Duplicative portfolio Zero investment portfolio Structured portfolio strategy |
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