folio

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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 will offer private company equity and debt as well as participation in hedge funds, private equity funds, and real estate funds, among other types of private investments.
The TabMate series of universal folios features a patent pending design that allows it to hold nearly any tablet in the 7"-8" or 8.
Hence, TEI fully supports the work of the publications section and its efforts to modernize, streamline, and update its guidance through the issuance of folios on pertinent technical topics.
The Logitech FabricSkin Keyboard Folio is expected to be available for a suggested retail price of USD149.
The folio was produced by the Liverpool Daily Post & Mercury Newspaper, and was printed at its works in Wood Street.
19, 2015 /PRNewswire/ -- Folio Investing announced today that it has acquired the accounts of the online brokerage firm BUYandHOLD effective February 17, 2015.
21, 2013 /PRNewswire-USNewswire/ -- Alta Trust Company announces a new relationship with custodian Folio Institutional for investment managers seeking to establish collective investment funds.
Wade Folios and wadefoliosDirect offer the diversification benefits of mutual funds and variable annuities, but are tailored to the investor's objectives and risk tolerance - and, most importantly - are more cost-efficient.
The performance of our Target Date Folios over the past five years proves that improved design and better diversification actually do provide tremendous value.
While we have provided electronic folios in the past to groups and corporate clients with negotiated rates, the Hilton Family is the first multi-brand company within the hotel industry to make E-Folio available to individual business travelers, across all of our brands," said Harvey.
The initial research on the Target Date Folios in 2007 suggested that others' traditional Target Date strategies might be losing 1% or more in annual return due to under-diversification(1) and, more importantly, taking on higher risk than needed.
A manufacturer and international marketer of elegant wedding albums, as well as folios for special occasions and events, Art Leather Manufacturing produces three lines of photograph albums: the Futura line, the Perma-Bound line, and the Mezzo line, in addition to folios, which are available in the Futura line and the Mezzo line, as well as the Encore line.