Leveraged portfolio

Leveraged portfolio

A portfolio that includes risky assets purchased with funds borrowed.

Leveraged Portfolio

A portfolio that includes at least some securities that were bought with borrowed money. A leveraged portfolio is risky because the securities may result in a loss, which would leave the investor liable to repay the borrowed capital. However, if the securities result in a gain, the investor has essentially made a profit without using his/her own money.
References in periodicals archive ?
is a real estate investment trust that invests in and manages a leveraged portfolio of agency mortgage investments, non-agency mortgage investments and other mortgage-related investments.
American Capital Mortgage Investment Corporation is a real estate investment trust that invests in and manages a leveraged portfolio of agency mortgage investments, non-agency mortgage investments and other mortgage-related investments.
Over the past three years, M&M Financial, with a specialty in leveraged portfolio capital raises, investment grade strategies, and fixed income trading, has engaged with top notch business entrepreneur Mr.
Previously, he was a Director in the leveraged portfolio group at Bankers Trust.
In doing so, they should obtain and evaluate various types of information from counterparties, particularly those whose creditworthiness depends heavily upon the performance of a leveraged portfolio of financial assets.
But it came undone in spectacular style when a succession of market upsets led to rapid decline in its huge, highly leveraged portfolio.
The county's highly leveraged portfolio of investments, made up of derivatives and reverse repurchase agreements instead of less glamorous but perhaps more prudent investments, left the county bankrupt and unable to meet its budget on December 6, 1994.
SOLID FINANCIAL STRUCTURE: The rating reflects the strength of the SRF financial structure, including the combination of pledged loan repayments as well as subsidies and reserves, which allow the state's Clean Water Fund Program's (CWFP) leveraged portfolio to withstand borrower defaults in excess of Fitch's stress tests without causing bond payment interruptions.
SOLID FINANCIAL STRUCTURE: The rating reflects the strength of the financial structure, including the combination of pledged loan repayments as well as subsidies and reserves, which allow the state's Clean Water Fund Program's (CWFP) leveraged portfolio to withstand borrower defaults in excess of Fitch's stresses without causing bond payment interruptions.
Capstead earns income from investing in a leveraged portfolio of residential mortgage pass-through securities consisting almost exclusively of adjustable-rate mortgage securities issued and guaranteed by government-sponsored enterprises, either Fannie Mae or Freddie Mac, or by an agency of the federal government, Ginnie Mae.
Capstead's core investment strategy is managing a leveraged portfolio of residential mortgage pass-through securities consisting almost exclusively of adjustable-rate mortgage securities issued and guaranteed by government-sponsored entities, either Fannie Mae or Freddie Mac, or by an agency of the federal government, Ginnie Mae.
Capstead is a self-managed real estate investment trust for federal income tax purposes that invests in a leveraged portfolio of residential adjustable-rate mortgage, or ARM, securities issued and guaranteed by government-sponsored enterprises, either Fannie Mae or Freddie Mac, or by an agency of the federal government, Ginnie Mae.