portfolio

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Portfolio

A collection of investments, real and/or financial.

Portfolio

The set of open positions held by an investor. For example, if an investor owns shares in AT&T, GM, and bonds in Disney, one collectively refers to these as the investor's portfolio. Rational economic actors are expected to seek the highest possible return at the lowest possible risk. They do this by creating diversified portfolios, which spread risk out among several investments. See also: Portfolio Management.

portfolio

A group of investments. The more diversified the investments in a portfolio, the more likely the investor is to earn the same return as the market. See also diversification.

Portfolio.

If you own more than one security, you have an investment portfolio.

You build your portfolio by buying additional stock, bonds, annuities, mutual funds, or other investments. Your goal is to increase the portfolio's value by selecting investments that you believe will go up in price.

According to modern portfolio theory, you can reduce your investment risk by creating a diversified portfolio that includes different asset classes and individual securities chosen from different segments, or subclasses, of those asset classes. That diversification is designed to take advantage of the potential for strong returns from at least some of the portfolio's investments in any economic climate.

portfolio

  1. a collection of FINANCIAL SECURITIES held by an investor. Typically an investor would want to hold a number of different financial securities to spread his risk, and would seek a mixture of them, some offering high short-term DIVIDEND payments with others offering long-term capital appreciation as their market prices rise. Investors can assemble their own portfolio of shares, or they can opt to buy into funds offered by UNIT TRUSTS, INVESTMENT TRUSTS and other INSTITUTIONAL INVESTORS. The latter medium enables investors to invest in a much wider range of shares than their own limited resources would otherwise permit since unit trusts etc ‘pool’ the savings of many thousands of investors. Unit trusts etc. typically offer a number of different types of funds to appeal to different groups of investors, for example, ‘growth funds’ which aim to achieve capital growth, and ‘income funds'which aim to secure high income returns to investors. Some funds are passively managed by fund operators who buy shares in companies comprising a selected share index, for example, the ‘Financial Times Stock Exchange (FTSE) – 100 Share Index (see TRACKER FUND), while other funds are actively managed by fund managers who buy and sell shares regularly in a wider range of companies in order to maximize growth or income returns. See PORTFOLIO THEORY, INVESTMENT, INDIVIDUAL SAVINGS ACCOUNT.
  2. a collection of products marketed by a firm. See PRODUCT RANGE, PRODUCT-MARKET MATRIX, BOSTON MATRIX.

portfolio

the collection of FINANCIAL SECURITIES such as shares and bonds held by an investor. Typically, an investor would want to hold a number of different financial securities to spread his or her RISK and would seek a mixture of financial securities, some offering high short-term DIVIDEND payments with others offering long-term capital appreciation as their market prices rise significantly Additionally, investors may plan to hold various financial securities that have a particular MATURITY STRUCTURE so that they can achieve a predetermined pattern of cash flows.

Investors can assemble their own portfolio of shares or they can opt to buy into funds offered by UNIT TRUSTS, INVESTMENT TRUSTS and other INSTITUTIONAL INVESTORS. The latter medium enables investors to invest in a much wider range of shares than their own limited resources would otherwise permit since unit trusts, etc., ‘pool’ the savings of many thousands of investors. Unit trusts, etc., typically offer a number of different types of funds to appeal to different groups of investors: for example, ‘growth funds’, which aim to achieve capital growth, and ‘income funds’, which aim to secure high income returns to investors. Some funds are passively managed by fund operators who buy shares in companies comprising a selected share index, for example, the ‘Financial Times Stock Exchange (FTSE) - 100 Share Index (see TRACKER FUND), while other funds are actively managed by fund managers who buy and sell shares regularly in a wider range of companies in order to maximize growth or income returns. See PORTFOLIO THEORY, INVESTMENT, FOREIGN INVESTMENT, INDIVIDUAL SAVINGS ACCOUNT (ISA).

portfolio

A group of investment assets.
References in periodicals archive ?
According to EFSA regulations, asset management companies that are permitted to manage multiple insurance funds must have been in operation for at least three years and have had a total investment portfolio of no less than EGP 200m in the year prior.
A report by Duncan Lawrie Private Bank estimates there are 8.4 million adult men in the UK that have an investment portfolio compared to just 5.8 million women.
Target real estate investment portfolios parameters for different investors with different reliability levels, when variables are dependable Reliability Target portfolio level characteristics for risk averse investor, [U.sub.1] [a.sub.1], % [[sigma].sub.1], % 2 quartile 8,8039 4,4622 3 quartile 12,3244 4,7375 maximum 22,0079 4,8875 Reliability Target portfolio characteristics level for the average risk seeking investor, [U.sub.2] [a.sub.2], % [[sigma].sub.2], % 2 quartile 9,7717 5,3874 3 quartile 13,7332 5,6443 maximum 26,0705 6,1119 Reliability Target portfolio level characteristics for the risk seeking investor, [U.sub.3] [a.sub.3], % [[sigma].sub.3], % 2 quartile 10,3718 6,3611 3 quartile 15,0438 6,7094 maximum 28,1136 6,8254 Table 3.
The company had a large percentage of securities on its balance sheet and its investment portfolio would have been well-positioned if long-term rates had risen along with short-term ones.
Two primary investment portfolios were constructed for each group based on companies in its home country recognized by at least 90 percent of the group's members and the 10 most-recognized firms in the country foreign to the group.
While most investors understand the benefits of tax deferral through a tax deferred investment vehicle, such as a 401(k) retirement plan, many may not appreciate the importance of deferring taxes in their taxable investment portfolios. Taxable portfolios are investments subject to current taxation on interest, dividends, and capital gains.
A Canadian independent wealth management firm that manages investment portfolios for high-net-worth investors, including entrepreneurs, professionals, family trusts, private charitable foundations and estates and institutions, in addition to being a manager of alternative investments in Canada.
HSBC has announced the launch of Discretionary Wealth Management services in Middle East and North Africa (MENA), offering customers access to their own segregated investment portfolios.
Haarlem, Netherlands, July 01, 2011 --(PR.com)-- According to Kaufmann-Rothstein International's Senior trading analyst, Steve Garth, managed futures trading accounts can be suitable for any investment portfolios covering the wide-array products on stocks, indices, bonds, cash and even real estates.
You will find other articles on the use of alternative assets to protect investment portfolios, details of a hedge option to protect inheritance tax portfolios, as well as an update on the proposed CGT changes from April 6, 2008, the forthcoming tax reforms for Pep and Isa investors, charity investment management in Birmingham and some questions to ask when you are choosing an investment manager.
And although many executives would typically disregard these questions as being too difficult to answer, an ERM framework suggests that they are in fact answerable, although not without effort, by adapting methods originally developed for managing investment portfolios.
HGK provides equity, fixed income, balanced and international, individually structured investment portfolios. The company devotes its resources primarily to the service of tax exempt, multi-employer benefit funds.

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