portfolio of assets
11portfolio theory — The theory developed by H. M. Markowitz that rational investors are averse to taking increased risk unless they are compensated by an adequate increase in expected return. The theory also assumes that for any given expected return, most rational… …
12Portfolio Manager — The person or persons responsible for investing a mutual, exchange traded or closed end fund s assets, implementing its investment strategy and managing the day to day portfolio trading. The portfolio manager is one of the most important factors… …
13Portfolio Runoff — A decrease in the assets of a mortgage backed securities portfolio due to the prepayment of the securities held in that portfolio. It is risk these portfolios face, which can lead to pre payment risk and that usually forces the fund to reinvest… …
14Portfolio Turnover — A measure of how frequently assets within a fund are bought and sold by the managers. Portfolio turnover is calculated by taking either the total amount of new securities purchased or the amount of securities sold whichever is less over a… …
15Portfolio turnover rate — For an investment company, an annualized rate found by dividing the lesser of purchases and sales by the average of portfolio assets. The New York Times Financial Glossary …
16Portfolio variance — Weighted sum of the covariance and variances of the assets in a portfolio. The New York Times Financial Glossary …
17portfolio turnover rate — For an investment company, an annualized rate found by dividing the lesser of purchases and sales by the average of portfolio assets. Bloomberg Financial Dictionary …
18portfolio variance — Weighted sum of the covariance and variances of the assets in a portfolio. Bloomberg Financial Dictionary …
19portfolio analysis — 1) An analysis enabling management to identify and evaluate the various business units that make up a diversified company. Various techniques are used, the best known being the Boston matrix 2) An analysis of the assets in an investment portfolio …
20portfolio — 1. A combination of *securities or other investments. Portfolios can *diversify risk by containing assets with different risk profiles. *Portfolio theory analyzes the composition of efficient portfolios. 2. A bank’s list of its *loans to… …
