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 ?
It was at some point between these two dates that Mount Stuart acquired the Folio because it is mentioned in a catalogue of the Bute library in 1896.
ARARE Shakespeare First Folio once owned by George III has taken up temporary home at Newcastle City Library.
OK/BD Register in DFC size, 200 Folios UP Rexin Binding
The CEO Folio features interior pocket slots for business cards, credit cards, and ID, as well as a stylus holder and a slot for a Letter or Junior Legal size notepad.
The folios were not meant to stand as independent units;
Gilt funds went out of flavour and the category witnessed 10% decline in overall folio count - the highest since March 2010 - due to on-going uncertainty in interest rate environment amid persistently high inflation.
Although all the remaining 41 folio topics identified on the website are critical to segments of Canadian taxpayers, we believe these 5 folios are the highest priority for, and will have the largest impact on, large businesses.
While a point-by-point comparison of the Jonson and Shakespeare folios would extend this article to an interminable length, one fundamental point of difference--their relationship to the marketplaces of the book trade and the theater--conveniently demonstrates the different goals, and the different approaches to and assumptions about literary canonicity posited by each book.
Alan Smith, VP of retirement services at Folio Institutional, adds that "the interest in the Foliofn platform by RIAs has been growing by leaps and bounds, and we are introducing Folio(k) because of this and [to help] advisors to be competitive.
Oddly enough, the First Folio, for all its fame, is not really a rare book.
The folio is entitled "The Magic of the Mersey", price 2/6d.
In ready-to-wear, if you give the customer the option to buy the hat and the gloves and the earrings together with the dress, she will," said Nancie Samet, vice president of Folio, who comes from a ready-to-wear background.