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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 MatchesZero investment portfolioZero investment portfolioA portfolio of zero net value established by buying and shorting component securities, usually in the context of an arbitrage strategy. Modern portfolio theoryModern portfolio theoryPrincipals underlying the analysis and evaluation of rational portfolio choices based on risk-return trade-offs and efficient diversification. Protected portfolioProtected portfolioA term used by the London Stock Exchange to denote that a transaction was reported as a protected portfolio, or was as a result of a worked principle agreement for a portfolio transaction. Portfolio capitalPortfolio capitalFinancial assets, including stocks, bonds, deposits, and currencies. Excess return on the market portfolioExcess return on the market portfolioDifference between the return on the market portfolio and the riskless rate. Further SuggestionsPortfolio turnover ratePortfolio investment Structured portfolio strategy Feasible set of portfolios Passive portfolio Portfolio flow Well diversified portfolio Hedged portfolio Duplicative portfolio Foreign portfolio investment Portfolio theory Replicating portfolio Portfolio approach Passive portfolio strategy Diversified portfolio Inefficient portfolio Complete portfolio Minimum variance portfolio Tilted portfolio Portfolio internal rate of return Levered portfolio Portfolio opportunity set Normal portfolio Characteristic portfolio Factor portfolio |
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