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 ?
The essay argues for the broad, commercial appeal of the folio in its extended courtroom metaphor.
Good condition with some scratched folios; 490 mm x 350 mm; seventy-nine folios with two flyleaves and three rear flyleaves; no index; incomplete Arabic pagination in black ink.
Richard Burkitt, EBSCO Director of SaaS Innovation, offered a presentation about integration of other systems with FOLIO, especially the open sources ones, and emphasized the flexibility features of FOLIO related to the integration of other systems.
First Folio next takes a bold look at the difficulties of running a political campaign in today's info-saturated environment with Meridith Friedman's "The Firestorm." Directed by First Folio Artistic Associate Rachel Lambert, "The Firestorm" centers on Gaby and Patrick, an interracial political power couple hot on the campaign trail, who are thrust into the center of a media frenzy when a racially charged incident from Patrick's past surfaces.
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.
The speech prefixes seen on a page from the First Folio's Much Ado About Nothing show the actors assigned to each part rather than the names of characters in the play (plate 17).
According to Peter Jacobstein, senior vice president of Folio Investing, the acquisition will allow Folio to help Loyal3 customers achieve their investing goals.
"FOLIO is modular and gives libraries the platform to build new services, to better integrate with the institutional and domain infrastructure of research, teaching and learning.
"Shakespeare's First Folio" is is a history of the book that consolidated Shakespeare's posthumous reputation: a reception history and a study of interactions between owners, readers, forgers, collectors, actors, scholars, booksellers, and the book through which we understand and recognize Shakespeare.
This is on top of an addition of 59 lakh folios in 2015-16 and 22 lakh in 2014-15.
ACOPY of Shakespeare's First Folio - a book containing 36 of his plays published seven years after his death - has been discovered at a stately home that belonged to the forefathers of Cardiff.
Ms Martin said: "In terms of literary discoveries, they do not come much bigger than a new First Folio."