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Portfolio
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PortfolioThe total of an investor's different investments.
RELATED TERMS--------------------------------------
Total
Total is a top French corporation in the field of oil and gas operations, and its estimated market value is 151,130 million US dollars.
Investments
As a discipline, the study of financial securities, such as stocks and bonds, from the investor's viewpoint.
SIMILAR TERMS--------------------------------------
PORT ARTHUR COMMUNITY Credit Union
PORT ARTHUR COMMUNITY is a credit union with head office in PORT ARTHUR, TX
PORT ARTHUR TEACHERS Credit Union
PORT ARTHUR TEACHERS is a credit union with head office in PORT ARTHUR, TX
PORT BOUVARD Limited
PORT BOUVARD Limited is a large Australian company in the field of real estate. Their Australian Stock Exchange (ASX) code is PBD.
PORT CHESTER TEACHERS Credit Union
PORT CHESTER TEACHERS is a credit union with head office in RYE BROOK, NY
PORT CONNEAUT Credit Union
PORT CONNEAUT is a credit union with head office in CONNEAUT, OH
PORT DOUGLAS REEF RESORTS Limited
PORT DOUGLAS REEF RESORTS Limited is a large Australian company in the field of consumer services. Their Australian Stock Exchange (ASX) code is PDR.
PORT IVORY Credit Union
PORT IVORY is a credit union with head office in AVENEL, NJ
PORT OF HAMPTON ROADS ILA Credit Union
PORT OF HAMPTON ROADS ILA is a credit union with head office in NORFOLK, VA
PORT OF HOUSTON WAREHOUSE Credit Union
PORT OF HOUSTON WAREHOUSE is a credit union with head office in HOUSTON, TX
PORT OF SEATTLE Credit Union
PORT OF SEATTLE is a credit union with head office in SEATTLE, WA
PORT TERMINAL Credit Union
PORT TERMINAL is a credit union with head office in HOUSTON, TX
PORT WASHINGTON Credit Union
PORT WASHINGTON is a credit union with head office in PORT WASHINGTON, NY
PORT WASHINGTON TEACHERS Credit Union
PORT WASHINGTON TEACHERS is a credit union with head office in PORT WASHINGTON, NY
Portability
The character of benefits that may be carried from a previous job to the next.
Portable Alpha
The strategy of portfolio managers separating alpha from beta by investing in securities that differ from the market index from which their beta is derived.
Portalet de Inversiones, SICAV, S.A.
Portalet de Inversiones, SICAV, S.A. is a Spanish company listed at Madrid Stock Exchange. Its business activity is capital investment.
PORTALLIANCE Credit Union
PORTALLIANCE is a credit union with head office in NORFOLK, VA
PORTER Credit Union
PORTER is a credit union with head office in DENVER, CO
Portfolio allocation by region
The distribution, by geographic region, of a portfolio's holdings.
Portfolio asset allocation
The distribution, by type of asset, of a portfolio's holdings.
Portfolio beta
Used in the context of general equities. The beta of a portfolio is the weighted sum of the individual asset betas, according to the proportions of the investments in the portfolio.
Portfolio diversification
Investing in different asset classes and in securities of many issuers in an attempt to reduce overall investment risk and to avoid damaging a portfolio's performance by the poor performance of a single security, industry, (or country).
Portfolio expected return
A weighted average of individual assets' expected returns.
Portfolio income
Income from investments, including dividends, interest, royalties, and capital gains.
Portfolio insurance
A strategy using a leveraged portfolio in the underlying stock to create a synthetic put option. The strategy's goal is to ensure that the value of the portfolio does not fall below a certain level.
Portfolio internal rate of return
The 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.
Portfolio management
The art and science of making decisions about investment mix and policy, matching investments to objectives, asset allocation for individuals and institutions, and balancing risk vs. performance.
Portfolio manager
Used in the context of general equities. Professional responsible for the securities portfolio of an individual or institutional investor, such as a mutual fund, pension fund, profit-sharing plan, bank trust department, or insurance company.
Portfolio opportunity set
The expected return-standard deviation pairs of all portfolios that can be constructed from a given set of assets.
Portfolio pumping
The illegal act of bidding up the value of a fund's holdings right before the end of a quarter, when the fund's performance is measured.
Portfolio R2
Used in the context of general equities. Number between 0 and 1 that measures the strength of correlation of movement between the portfolio-stock and the index. Indeed, the R2 is the square of the correlation and for hedging purposes, the higher the R2, the better.
Portfolio restructuring
Applies to derivative products. Recomposition of a portfolio's asset mix by selling off undesired asset types (equities, debt, or cash) or specific securities within that class, while simultaneously buying desired types or securities.
Portfolio runoff
A decrease in the value and size of portfolios investing in mortgages and mortgage-backed securities.
Portfolio separation theorem
Theory that an investor's choice of a risky investment portfolio is separate from his attitude towards risk.
Portfolio transaction costs
The expenses associated with buying and selling securities, including commissions, purchase and redemption fees, exchange fees, and other miscellaneous costs. In a mutual fund prospectus, these expenses are listed separately from the fund's expense ratio.
Portfolio turnover
A measurement of how frequently assets within a fund are bought and sold by the managers.
Portfolio turnover rate
For an investment company, an annualized rate found by dividing the lesser of purchases and sales by the average of portfolio assets.
Portfolio variance
Weighted sum of the covariance and variances of the assets in a portfolio.
Portinari, SICAV, S.A.
Portinari, SICAV, S.A. is a Spanish company listed at Madrid Stock Exchange. Its business activity is capital investment.
PORTLAND Credit Union
PORTLAND is a credit union with head office in PORTLAND, MI
PORTLAND LOCAL NO 8 Credit Union
PORTLAND LOCAL NO 8 is a credit union with head office in PORTLAND, OR
PORTLAND MAINE POLICE DEPARTMENT Credit Union
PORTLAND MAINE POLICE DEPARTMENT is a credit union with head office in PORTLAND, ME
PORTLAND ME TRANSIT Credit Union
PORTLAND ME TRANSIT is a credit union with head office in HOLLIS, ME
PORTLAND ONIZED Credit Union
PORTLAND ONIZED is a credit union with head office in PORTLAND, OR
PORTMAN Limited
PORTMAN Limited is a large Australian company in the field of materials. Their Australian Stock Exchange (ASX) code is PMM.
PORTS
PORTS is a securities company with code 00589 at Hong Kong stock. Board lot: 500.
Portside Inversiones, SICAV, S.A.
Portside Inversiones, SICAV, S.A. is a Spanish company listed at Madrid Stock Exchange. Its business activity is capital investment.
PORTSMOUTH SCHOOLS Credit Union
PORTSMOUTH SCHOOLS is a credit union with head office in PORTSMOUTH, VA
PORTSMOUTH VA CITY EMPLOYEES Credit Union
PORTSMOUTH VA CITY EMPLOYEES is a credit union with head office in PORTSMOUTH, VA
Portugal currency abbreviation
EUR
Portugal mortgage
Portugal: Loans for the individual and corporate purchase of residential and other property anywhere in the country's territory.
Portugal mortgage broker
Portugal: intermediaries for the obtention of a mortgage loan.
Portugal Telecom
Portugal Telecom is a top Portuguese corporation in the field of telecommunications services, and its estimated market value is 14,20 million US dollars.
PREVIOUS AND NEXT TERMS--------------------------------------
Porcupine provision
Often used in risk arbitrage.
Pork bellies
The commodities underlying the majority of futures contracts trading pork livestock.
Pork chop
An arrangement on the floor of the NYSE whereby clerks cover the booth of a floor broker and accept orders, phone calls, and associated tasks.
Portability
The character of benefits that may be carried from a previous job to the next.
Portable Alpha
The strategy of portfolio managers separating alpha from beta by investing in securities that differ from the market index from which their beta is derived.
Portfolio
Portfolio allocation by region
The distribution, by geographic region, of a portfolio's holdings.
Portfolio asset allocation
The distribution, by type of asset, of a portfolio's holdings.
Portfolio beta
Used in the context of general equities. The beta of a portfolio is the weighted sum of the individual asset betas, according to the proportions of the investments in the portfolio.
Portfolio diversification
Investing in different asset classes and in securities of many issuers in an attempt to reduce overall investment risk and to avoid damaging a portfolio's performance by the poor performance of a single security, industry, (or country).
Portfolio expected return
A weighted average of individual assets' expected returns.
RELATED TERMS--------------------------------------
Total
Total is a top French corporation in the field of oil and gas operations, and its estimated market value is 151,130 million US dollars.
Investments
As a discipline, the study of financial securities, such as stocks and bonds, from the investor's viewpoint.
SIMILAR TERMS--------------------------------------
PORT ARTHUR COMMUNITY Credit Union
PORT ARTHUR COMMUNITY is a credit union with head office in PORT ARTHUR, TX
PORT ARTHUR TEACHERS Credit Union
PORT ARTHUR TEACHERS is a credit union with head office in PORT ARTHUR, TX
PORT BOUVARD Limited
PORT BOUVARD Limited is a large Australian company in the field of real estate. Their Australian Stock Exchange (ASX) code is PBD.
PORT CHESTER TEACHERS Credit Union
PORT CHESTER TEACHERS is a credit union with head office in RYE BROOK, NY
PORT CONNEAUT Credit Union
PORT CONNEAUT is a credit union with head office in CONNEAUT, OH
PORT DOUGLAS REEF RESORTS Limited
PORT DOUGLAS REEF RESORTS Limited is a large Australian company in the field of consumer services. Their Australian Stock Exchange (ASX) code is PDR.
PORT IVORY Credit Union
PORT IVORY is a credit union with head office in AVENEL, NJ
PORT OF HAMPTON ROADS ILA Credit Union
PORT OF HAMPTON ROADS ILA is a credit union with head office in NORFOLK, VA
PORT OF HOUSTON WAREHOUSE Credit Union
PORT OF HOUSTON WAREHOUSE is a credit union with head office in HOUSTON, TX
PORT OF SEATTLE Credit Union
PORT OF SEATTLE is a credit union with head office in SEATTLE, WA
PORT TERMINAL Credit Union
PORT TERMINAL is a credit union with head office in HOUSTON, TX
PORT WASHINGTON Credit Union
PORT WASHINGTON is a credit union with head office in PORT WASHINGTON, NY
PORT WASHINGTON TEACHERS Credit Union
PORT WASHINGTON TEACHERS is a credit union with head office in PORT WASHINGTON, NY
Portability
The character of benefits that may be carried from a previous job to the next.
Portable Alpha
The strategy of portfolio managers separating alpha from beta by investing in securities that differ from the market index from which their beta is derived.
Portalet de Inversiones, SICAV, S.A.
Portalet de Inversiones, SICAV, S.A. is a Spanish company listed at Madrid Stock Exchange. Its business activity is capital investment.
PORTALLIANCE Credit Union
PORTALLIANCE is a credit union with head office in NORFOLK, VA
PORTER Credit Union
PORTER is a credit union with head office in DENVER, CO
Portfolio allocation by region
The distribution, by geographic region, of a portfolio's holdings.
Portfolio asset allocation
The distribution, by type of asset, of a portfolio's holdings.
Portfolio beta
Used in the context of general equities. The beta of a portfolio is the weighted sum of the individual asset betas, according to the proportions of the investments in the portfolio.
Portfolio diversification
Investing in different asset classes and in securities of many issuers in an attempt to reduce overall investment risk and to avoid damaging a portfolio's performance by the poor performance of a single security, industry, (or country).
Portfolio expected return
A weighted average of individual assets' expected returns.
Portfolio income
Income from investments, including dividends, interest, royalties, and capital gains.
Portfolio insurance
A strategy using a leveraged portfolio in the underlying stock to create a synthetic put option. The strategy's goal is to ensure that the value of the portfolio does not fall below a certain level.
Portfolio internal rate of return
The 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.
Portfolio management
The art and science of making decisions about investment mix and policy, matching investments to objectives, asset allocation for individuals and institutions, and balancing risk vs. performance.
Portfolio manager
Used in the context of general equities. Professional responsible for the securities portfolio of an individual or institutional investor, such as a mutual fund, pension fund, profit-sharing plan, bank trust department, or insurance company.
Portfolio opportunity set
The expected return-standard deviation pairs of all portfolios that can be constructed from a given set of assets.
Portfolio pumping
The illegal act of bidding up the value of a fund's holdings right before the end of a quarter, when the fund's performance is measured.
Portfolio R2
Used in the context of general equities. Number between 0 and 1 that measures the strength of correlation of movement between the portfolio-stock and the index. Indeed, the R2 is the square of the correlation and for hedging purposes, the higher the R2, the better.
Portfolio restructuring
Applies to derivative products. Recomposition of a portfolio's asset mix by selling off undesired asset types (equities, debt, or cash) or specific securities within that class, while simultaneously buying desired types or securities.
Portfolio runoff
A decrease in the value and size of portfolios investing in mortgages and mortgage-backed securities.
Portfolio separation theorem
Theory that an investor's choice of a risky investment portfolio is separate from his attitude towards risk.
Portfolio transaction costs
The expenses associated with buying and selling securities, including commissions, purchase and redemption fees, exchange fees, and other miscellaneous costs. In a mutual fund prospectus, these expenses are listed separately from the fund's expense ratio.
Portfolio turnover
A measurement of how frequently assets within a fund are bought and sold by the managers.
Portfolio turnover rate
For an investment company, an annualized rate found by dividing the lesser of purchases and sales by the average of portfolio assets.
Portfolio variance
Weighted sum of the covariance and variances of the assets in a portfolio.
Portinari, SICAV, S.A.
Portinari, SICAV, S.A. is a Spanish company listed at Madrid Stock Exchange. Its business activity is capital investment.
PORTLAND Credit Union
PORTLAND is a credit union with head office in PORTLAND, MI
PORTLAND LOCAL NO 8 Credit Union
PORTLAND LOCAL NO 8 is a credit union with head office in PORTLAND, OR
PORTLAND MAINE POLICE DEPARTMENT Credit Union
PORTLAND MAINE POLICE DEPARTMENT is a credit union with head office in PORTLAND, ME
PORTLAND ME TRANSIT Credit Union
PORTLAND ME TRANSIT is a credit union with head office in HOLLIS, ME
PORTLAND ONIZED Credit Union
PORTLAND ONIZED is a credit union with head office in PORTLAND, OR
PORTMAN Limited
PORTMAN Limited is a large Australian company in the field of materials. Their Australian Stock Exchange (ASX) code is PMM.
PORTS
PORTS is a securities company with code 00589 at Hong Kong stock. Board lot: 500.
Portside Inversiones, SICAV, S.A.
Portside Inversiones, SICAV, S.A. is a Spanish company listed at Madrid Stock Exchange. Its business activity is capital investment.
PORTSMOUTH SCHOOLS Credit Union
PORTSMOUTH SCHOOLS is a credit union with head office in PORTSMOUTH, VA
PORTSMOUTH VA CITY EMPLOYEES Credit Union
PORTSMOUTH VA CITY EMPLOYEES is a credit union with head office in PORTSMOUTH, VA
Portugal currency abbreviation
EUR
Portugal mortgage
Portugal: Loans for the individual and corporate purchase of residential and other property anywhere in the country's territory.
Portugal mortgage broker
Portugal: intermediaries for the obtention of a mortgage loan.
Portugal Telecom
Portugal Telecom is a top Portuguese corporation in the field of telecommunications services, and its estimated market value is 14,20 million US dollars.
PREVIOUS AND NEXT TERMS--------------------------------------
Porcupine provision
Often used in risk arbitrage.
Pork bellies
The commodities underlying the majority of futures contracts trading pork livestock.
Pork chop
An arrangement on the floor of the NYSE whereby clerks cover the booth of a floor broker and accept orders, phone calls, and associated tasks.
Portability
The character of benefits that may be carried from a previous job to the next.
Portable Alpha
The strategy of portfolio managers separating alpha from beta by investing in securities that differ from the market index from which their beta is derived.
Portfolio
Portfolio allocation by region
The distribution, by geographic region, of a portfolio's holdings.
Portfolio asset allocation
The distribution, by type of asset, of a portfolio's holdings.
Portfolio beta
Used in the context of general equities. The beta of a portfolio is the weighted sum of the individual asset betas, according to the proportions of the investments in the portfolio.
Portfolio diversification
Investing in different asset classes and in securities of many issuers in an attempt to reduce overall investment risk and to avoid damaging a portfolio's performance by the poor performance of a single security, industry, (or country).
Portfolio expected return
A weighted average of individual assets' expected returns.
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This dictionary contains 24549 terms.
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