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 ?
It added that Portfolio Investment was the largest component of the capital imported in the first quarter of 2018 at 35 per cent of total capital imported.
[5.] In 1990-94, net portfolio investment was about two-thirds of net capital inflows to Mexico and the developing countries of the Western Hemisphere and was just under a quarter for developing countries in Asia.
Year-on-year, inflows of these portfolio investments rose by 34.9 percent compared to the level in the same period last year.
The central bank stated that 71.4 percent of portfolio investments were placed in listed securities at the stock market while 20.1 percent were invested in peso government securities.
Main Street Capital Corporation (NYSE: MAIN) has announced that it recently made a new portfolio investment to facilitate the management led buyout of DMS Holdco, LLC, a provider of omni-channel direct marketing services, the company said.
Moreover, a considerable part of the surge of capital into Mexico in the 1990s has been in portfolio investments, which may move in quite rapidly but also can try to move out just as rapidly, as has been demonstrated in recent months.
Even a company that has no portfolio investments could borrow the necessary contributions (instead of "borrowing" from executives, as it does under the pay-as-you-go approach).
Hot money outflow hits $299 M in April !-- -- Lawrence Agcaoili (The Philippine Star) - May 24, 2019 - 12:00am MANILA, Philippines More foreign portfolio investments or speculative funds exited the Philippines for the second straight month as net outflow reached $298.8 million in April, reversing the $279.29 million net inflow recorded in the same month last year, according to the BangkoSentral ng Pilipinas.
The carrying value of portfolio investments, including properties and participation in joint ventures, has increased by 40% since the end of 2017.
In a statement, the Bangko Sentral ng Pilipinas said registered foreign portfolio investments for 2018 yielded net inflows of $1.2 billion compared to the $195 million net outflows in the previous year.
The Bangko Sentral ng Pilipinas (BSP) said residents' portfolio investments abroad went up by 4.7 percent to $12 billion as of end-June 2017 compared to end-2016's $11.5 billion.
Overseas loans and trade-related short-term financial instruments largely helped Qatar in covering the decline in inward foreign direct investment (FDI) and portfolio investments that Doha witnessed a marginal increase in total inward foreign investments, according to official figures.

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