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 ?
Since being announced in June 2016, FOLIO has formed a community and librarians and developers have joined special interest groups that are actively creating an open source LSP that supports traditional resource management functionality that can be extended into emerging areas.
This acquisition furthers Folio Investing's mission of enabling smarter investing, strengthens our presence in the online brokerage space and helps us grow," Jacobstein said in a statement.
FOLIO aims to foster partnerships among any representatives of libraries, service providers, and vendors.
But the written word and the First Folio is central to our understanding of Shakespeare.
A copy of Shakespeare's First Folio installed at Newcastle's City Library Gary Smith
The TabMate series Snoopy Folio features a Peanuts design.
Now we come to the claim that the single number 6 or 7 which appears in the painting discussed above and on seven other folios can only indicate the number of the volume to which the folio belongs.
95 crore folios (including institutional and high net worth individuals' folios) compared with 4.
According to the company, the Logitech Ultrathin Keyboard Folio, precision engineered with state-of-the-art materials, is a thin-and-light protective case with a built-in Bluetooth keyboard featuring Android shortcuts and well-spaced keys.
Series 4 (Businesses), Folio 8 (Losses), which we recommend include guidance relating to self-help, in-house consolidations (or loss transfers) by corporate groups;
I do not make these observations to criticize these books: thefts, murders, tales of lavish spending are all exciting, and the First Folio has found itself at the center of all of these.
HEX, a techcessories brand, on Thursday announced the Code Folio for iPad, its first offering for Apple's latest tablet.