Tilted 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.
Select ten portfolioSelect ten portfolio
A unit investment trust that buys and holds for one year the ten stocks in the Dow Jones Industrial Average with the highest dividend yields.
Portfolio turnover ratePortfolio turnover rate
For an investment company, an annualized rate found by dividing the lesser of purchases and sales by the average of portfolio assets.
The entirety of the financial assets (and usually also liabilities) that an economic agent or group of agents owns.
Minimum variance portfolioMinimum variance portfolio
The portfolio of risky assets with lowest variance.
Portfolio capitalPortfolio capital
Financial assets, including stocks, bonds, deposits, and currencies.
Further Suggestionsprotected portfolio
Well diversified portfolio
Structured portfolio strategy
Excess return on the market portfolio
Foreign portfolio investment
Zero investment portfolio
Modern portfolio theory
Feasible set of portfolios
Portfolio internal rate of return
Portfolio opportunity set
Passive portfolio strategy