folio


Also found in: Dictionary, Thesaurus, Medical, Legal, Acronyms, Encyclopedia, Wikipedia.

Folio

A portfolio of stocks and other securities that an investor may buy or sell as a single unit, much like a mutual fund. Unlike a mutual fund, however, the investor may add or subtract securities from the portfolio at his/her discretion for a flat monthly or annual fee to the brokerage providing the folio. This gives the investor substantial control over the portfolio, especially in its tax consequences, while still providing the main advantage of a mutual fund, namely disbursing risk over a wide variety of securities.

folio

A personalized collection of stocks an investor can assemble or purchase as a preselected basket. Investors can sell and replace individual stocks in a folio, generally as often as desired, for a single monthly or annual fee. Choosing when to replace stocks allows an investor substantial control over the tax consequences of owning folios compared to owning mutual funds.

folio

In some states, refers to the page number of the book in which real estate documents are recorded.

References in periodicals archive ?
VIA Folio's offerings are available immediately to clients of Folio Investing and to financial advisors on the Folio Institutional platform.
Snoopy Folio - Peanuts FolioFor 7"-8" tablets & For 8.
Series 2 (Employers and employees), Folio 1 (Specific plans offered by employers to employees);
I am wondering if any readers know if more folios were produced?
The Folio Society does not send you unsolicited books or 'choices of the month'.
Shoppers can then save their discount into their Digital Folio shopping list and the discount can be applied at the Target.
Stephen Orgel broaches the issue of Jonson's knowledge of the visual arts in an interesting essay, and James Riddell looks at the shape, typography, and order of the texts printed in the 1616 Folio.
In time for the holiday shopping season, more retailers and categories such as toys will be added as one-of-a-kind deals at big brand retailers for Digital Folio users are introduced.
The offering that Curian brought to the table, which utilized the Folio concept, was a forward-thinking and frontier approach," said Steven M.
A second is the insertion into the text of Hamlet of quarto passages (1603, 1604) not found in the Folio, but here identified by being printed in italic; in the Oxford edition, these lines were printed after the Folio text as "Additional Passages.
Tested in Beta over the past eight months and available for PC or Macintosh on Microsoft Internet Explorer and Firefox, Digital Folio does much more than compare prices on individual items.
With a chic, urban look, Symmetry Series Folio combines fashion and protection with a protective shell and a sleek folio for Apple iPad Air 2 and all versions of iPad mini.