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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 MatchesDiversified portfolioDiversified portfolioA portfolio that includes a variety of assets whose prices are not likely all to change together. In international economics, this usually means holding assets denominated in different currencies. Feasible set of portfoliosFeasible set of portfoliosThe collection of all feasible portfolios. Inefficient portfolioInefficient portfolioGroup 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. Portfolio 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. Structured portfolio strategyStructured portfolio strategyDesigning a portfolio to achieve a level of performance that matches some predetermined liabilities that must be paid out in the future. Further SuggestionsReplicating portfolioComplete portfolio Minimum variance portfolio Select ten portfolio Passive portfolio strategy Portfolio turnover rate Portfolio opportunity set Well diversified portfolio Normal portfolio Modern portfolio theory Portfolio flow Foreign portfolio investment Factor portfolio Hedged portfolio Portfolio capital Levered portfolio Portfolio theory Excess return on the market portfolio Characteristic portfolio Tilted portfolio Zero investment portfolio Portfolio approach Portfolio variance Duplicative portfolio Portfolio investment |
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