portfolio of stocks
21Dedicated Portfolio Theory — Dedicated Portfolio Theory, in finance, deals with the characteristics and features of a portfolio built to generate a predictable stream of future cash inflows. This is achieved by purchasing bonds and/or other fixed income securities (such as… …
22Merton's portfolio problem — is a well known problem in continuous time finance. An investor with a finite lifetime must choose how much to consume and must allocate his wealth between stocks and a risk free asset so as to maximize expected lifetime utility. The problem was… …
23Permanent Portfolio — A portfolio construction theory devised by free market investment analyst Harry Browne in the 1980s. Browne constructed what he called the permanent portfolio, which he believed would be a safe and profitable portfolio in any economic climate.… …
24IT portfolio management — is the application of systematic management to large classes of items managed by enterprise Information Technology (IT) capabilities. Examples of IT portfolios would be planned initiatives, projects, and ongoing IT services (such as application… …
25Defined Portfolio — An investment trust that invests in a predefined portfolio of bonds and/or stocks that have been professionally selected by the company. Similar to some classes of mutual funds, these trusts are closed ended and are not actively managed. The… …
26screen stocks — To analyze various stocks in search of stocks that meet predetermined criteria. For example, a simple value screen would sort all stocks by their price to book ratio and pick the stocks with the lowest ratios as candidates for the value portfolio …
27ambulance stocks — High performance stocks recommended by a broker to a client whose portfolio has not fulfilled expectations. They either refresh the portfolio and the relationship between broker and client or they confirm the client s worst fears …
28Market Portfolio — A theoretical bundle of investments that includes every type of asset available in the world financial market, with each asset weighted in proportion to its total presence in the market. The expected return of a market portfolio is identical to… …
29dressing up a portfolio — Practice by mutual fund managers of selling stocks about which there has been bad news, or buying stocks that have received positive news, so that the quarterly report will look good …
30duplicative portfolio — Mainly applies to derivative products. basket of stocks that imitates the price movement of another set of securities ( e.g., S&P 500 index). Bloomberg Financial Dictionary …
