the total of an investor's different investments.
The number of contracts held by a trader and the balance in his or her cash account.
(1) A group of investments managed or owned by an individual or organization. (2) All of the products offered by an insurance company.----------[ Back
A group of securities that are managed by a professional money manager who decides which securities to buy and sell in order to track the investment goal of the portfolio.
The securities in which the assets of an individual, a company (including an insurer), or a plan are invested; this term also applies to the reinsurance held by an insurance company. In a variable universal life policy, refers to the investments within a given cash value investment account.
Your individual account displaying the eTopps cards in your collection that are held by eTopps. Cards can be added to your portfolio via IPO purchases or purchases from the eBay Trading Floor. Cards in your portfolio can be seamlessly listed for sale on the eBay Trading Floor or be taken "in-hand". Related: Celebrity Portfolios.
It refers to the total investment holdings of the fund.
Holdings of securities by an individual or institution. A portfolio contains more than one bond, stock or commodity and strives to reduce risk associated with investing in a single security by diversifying among an array of such securities.
The collection of investments of a particular fund or investment manager.
The collection of investments, assets and goods owned by one individual or organization.
A diverse group of investments in various stocks, bonds and money market instruments generally with a specific objective in mind.
The stocks, bonds and other assets owned by a mutual fund or other investor.
the set of a person's investments including mutual funds, cash, Guaranteed Investment Certificates (GICs), Canada Savings Bonds (CSBs), stocks, etc. producer, production one who produces the goods; opposite of consumer. Production refers to the creation of goods and services that are available at cost.
Term used to describe an investor's or fund manager's investment holdings.
Portfolios are defined as common areas of RS&T focused on a common outcome within an SPO or across SPOs and are a unit of analysis and investment activity for the Foundation. They are used as management tools to provide information that can be used to determine whether the Foundation's strategies are being implemented and that the required changes in direction are being achieved.
A group of investments. Investments can be made up of various asset classes (stocks, bonds, real estate, commodities) or the same asset class (exposure to stocks across companies and industries).
The combined holdings of individuals or organizations that may contain a variety of investments and securities such as bonds, stock, cash, real estate and other assets. Portfolios are normally managed by a Fund or Portfolio Manager and contain securities from various companies, sectors and regions in order to reduce risk through diversification. Portfolios can range from aggressive to conservative, depending on the Investment Objectives and Risk Tolerance of the investor.
Holding of stocks, bonds, commodities, real estate investments, cash equivalent or other assets by an individual or institutional investor. Portfolio's purpose is to reduce risk by diversification.
Are all of the investments held by a individual.
Your portfolio is the range of your investments and should be balanced if possible More Premium - Your insurance premium is the amount you pay for cover More
A collection of assets (generally stocks and bonds) owned by a person or company.
The entirety of the financial assets (and usually also liabilities) that an economic agent or group of agents owns.
All of an insurer's premiums and reserves in a particular category of insurance. Also refers to an insurer's investments.
The group of securities held by an individual or institution. A portfolio may include preferred and common stocks as well as bonds of various enterprises.
A folding case for holding loose papers or similar material.
A set of investments combined to achieve a financial goal.
Collection of equity securities, fixed income and financial assets that make up the equity of the fund.
A private equity company will invest in several companies which is known as a portfolio company.
A group of shares, bonds or other investments owned by a *collective investment scheme or individual investor.
Stocks, bonds and venture assets owned by the Lang Fund.
A collection of securities assembled for an investment goal.
A Portfolio is a person's or company's total investment holdings.
All the issues held by one investor or institution.
The combined holdings of stocks, bonds or other securities and assets a mutual fund company owns. Also, the combination of stocks, bonds and other securities and assets an individual person owns.
The mix of investments, usually securities, which makes up a specific fund. A fund owning 25 different stocks and 10 different bonds is said to have a portfolio of 35 individual securities. The term is sometimes used to mean a distinct mutual fund. While Vanguard's Fixed Income fund has several different portfolios, each can be considered a separate mutual fund with its own individual portfolio of securities.
A selection of securities and other investment assets held by an investor. It may include shares, units in investment funds, bonds, bank deposits and properties.
All the securities held by an individual, institution, or collective investment scheme.
A group of investments, such as stocks and bonds and possibly financial instruments like derivatives.
The group of securities held in an account.
The name given to the spread of shares held by an investor.
All of your investments. If you own five stocks, a bond, and have bank CD's, those would be collectively referred to as your portfolio. Advice: When you hear a person talking about their portfolio, they're just referring to all of their investments. If they say their portfolio is up 12%, it means the average return for all of their investments has been 12%.
A collection of investment vehicles assembled to meet one or more investment goals.
A group of securities held or owned for investment purposes by an individual or institutional investor. An investor's portfolio may contain common and preferred shares, bonds, options, and other types of securities.
all of the securities held by an individual; collection of securities that an investor owns.
An accumulation of holdings in different classes of security owned by a single beneficial holder giving that holder a spread of risk among those securities. Where such securities are held by a collective investment fund a number of investors may share in the underlying portfolio.
The list of securities owned by the mutual fund. This list may be long, for example, Fidelity Magellan, with over 2000 stocks, or relatively short, for example, Sequoia, with only 16 stocks.
Any combination of one or more securities or investments.
The combined securities held by an individual or institution. A portfolio may include stocks, bonds, mutual funds or other types of securities.
All the securities which a unit trust fund or individual owns.
Stock of securities which are managed in deposit accounts for customers or for a bank's own account (e.g. an independent transaction within a bank) or the sum of all the investments in securities belonging to a person or company.
A combination of securities such as stocks, bonds and other assets are owned by a mutual fund an other investors.
A combination of securities. A mutual fund's well-diversified portfolio lowers investment risk.
The combined holding of stocks, bonds, cash equivalents, or other assets (e.g., real estate) by an individual or household.
combined holdings tracking value.
A portfolio is a group or securities or other investments. If you invest in a diversified portfolio of securities, you can generally reduce your investment risk. (Investment risk is the volatility of investment returns of the securities in your portfolio.) A diversified portfolio lets you to earn a higher rate of return for a given amount of risk or reduce your risk for a given rate of return.
Holdings of securities by an institution or individual.
A selection of different investments held by you.
A group of investments which can include a mix of one or more of the different asset classes, such as cash, fixed interest, property and shares.
Collection of securities held by the County as the investor.
A holding of one or more securities by a single owner (institution or individual)..
The mix and composition of an investor's holdings among different classes of assets, such as bonds, mortgages, and common stocks.
The total of all securities which a client or an investment fund owns.
The combined assets of an individual or institution. The portfolio may include bonds, stock, cash, other securities, and real estate.
An individual's or institution's total investment holdings.
All assets held by a mutual fund at any specific time and, thus, held by the shareholders. Or total investments held by an individual.
a group of investments or investment products held.
The investment selections of each manager.
In investing, this refers to the mix of investment assets held by an individual or business entity. For example, your portfolio could consist of common stocks, corporate bonds, growth mutual funds... read full article
A group of investments held by an investor, investment company, or financial institution.
Refers to investment holdings. It can either refer to the holdings within a particular fund or the range of investments held by an individual investor.
Holdings of securities by an individual or institution. A portfolio may contain the bonds, preferred stocks, and common stocks of various types of enterprises as well as other earning assets such as coins, stamps, real estate.
Holdings of securities by an individual or institution. A portfolio may include various types of securities representing different companies and industry sectors.
Holding more than one stock, bond, commodity, real estate investment, cash equivalent, or other asset by an individual or institutional investor. The purpose of a portfolio is to reduce risk by diversification.
Amounts that insured people allocate under their policies to any of the variable investment options.
The entire combination of securities or investments an individual or institution holds.
The collection of investments you hold. These may include shares, term deposits or property. These may be held directly, for example, an investment property or 500 shares in ABC Pty Ltd, or indirectly through a managed fund.
A list of all investments owned by a mutual fund. Shareholders can diversify their investments and build their own portfolios by investing in a number of mutual funds.
The group of individual securities held by a person or an institution.
A subdivision of the underlying mutual fund established to receive and invest net premiums from its corresponding Sub-Account into the policy or contract. (See also: Sub-Account) Return to Previous
A collection of securities held by an investor.
Total investment holdings (all securities and other investments) owned by an investment company or an individual.
Collective term for the shares an investor or a fund owns.
The group of investments held by an investor.
an individual's or entity's combined holdings of stocks, bonds, or other securities and assets.
Holdings of securities or investments by an individual or institution.
All the investments held by an individual or a mutual fund.
All securities held by a fund.
The securities an investor holds
The list of investment and savings products you own.
Holding of diverse securities and financial assets by an individual or institution. A portfolio could contain, for example, stocks, bonds or stock and bond funds.
a complete range of products designed to cover all the assets held by an individual or organization.
Stocks and Shares owned by an investor are known as his or her portfolio.
All the securities held by an individual, institution, or mutual fund. For examples of real, live portfolios, see the Rule Breaker Portfolio, the Rule Maker Portfolio, or the Drip Portfolio. See Fool FAQ: Portfolio Performance to learn how to track your portfolio.
In investments, a diversified collection of various securities usually assembled by an investor for the purpose of meeting a defined set of financial goals.
Refers to all of your investments, both inside and outside of your retirement plans.
The collection of loans held for servicing or investment.
the term used for both securities and cash that is held for a client.
It is a combination of assets aimed at minimising risk and optimising returns.
The jargon name for your collection of investments.
The combined security holdings of an individual investor or hedge fund. The objective of holding investments in a portfolio is to reduce risk through diversification.
private equity or venture capital firm will invest in several companies, each of which is known as a portfolio company. The spread of investments into the various target companies is referred to as the portfolio.
Holdings of securities by an individual or institution. A portfolio may contain bonds, preferred stocks, common stocks and other securities.
A list of holdings of 2 or more securities owned by an investor. The purpose of a portfolio is to reduce the owner's investment risks through diversified holding of several securities asset classes.
A group of securities or stocks held together for investment purposes.
The combined investment holdings of an individual or an institution.
All investments collectively owned by the same individual or organization.
All of the various investments held by an individual investor or organization.
A grouping of shares or securities owned by an investor constitute his or her portfolio.
A separate investment fund in which the separate account invests.
A collection of investment holdings, either in a fund or in one's personal account.
The total investments held in different companies or investment trusts by an individual investor or organisation.
A group of investments (i.e. a stock portfolio, bond portfolio, lease portfolio, etc.).
The different securities owned in an account of client.
To reduce their risk, investors tend to hold more than just a single stock or other asset. Think of the portfolio as a pie: each piece is divided up into specific assets such as bonds, equities, etc
The combination or spread of investments held by an investor or by a fund.
A pool of investments that consists of stocks, bonds or other assets, either solely or in combination. A well-diversified portfolio can help reduce investment risk (see Common Stock, Bond).
A ‘basket' of investments. A managed investment contains a portfolio of investments, which is managed by a portfolio manager.
the bundle of stocks, bonds or other investments you hold
A selection of securities held by an investor or financial institution. Portfolios are designed primarily to spread investment risk.
The entire group of leases in which a Lessor has invested.
an investor's collection, or holding, of financial instruments
Combined holding of more than one stock, bond, commodity, cash equivalent or other asset by an investor. The purpose of a portfolio is to reduce risk by means of diversification.
A combination of securities. A unit trust's well-diversified portfolio lowers investment risk.
The total investment pool held by an organization; normally divided into several segments such as equities, fixed-income, real estate and the like.
Collection of investments, normally consisting of shares, fixed interest stocks and cash. Good portfolios have an objective and the selection of investments is designed to achieve it. Concentrated/lop-sided portfolio is a portfolio containing only a few shares, or shares in the same industry.
Holdings of securities by an individual or institution which may include bonds, preferred and common stocks of various enterprises.
All the investments a person or organization owns.
A combination of assets held for its investment benefits, including financial and non-financial returns. The asset mix is usually varied in kind and size to maintain an acceptable level of risk and return.
collection of investments owned by the same individual or organization
All the securities which an investment company or an individual investor owns.
the full range of an investor's, or managed fund's investment holdings.
The collection of investment holdings of a particular investor usually with reference to its composition – i.e. the mix of different classes of securities, such as bonds, property, shares and cash, or if in a single asset class, the mix of different sectors and stocks.
A collection of assests of an individual or organization. A portfolio may contain all the financial assets such as shares, debentures, government bonds by the same individual or organization.
A group of investment assets.
The total stocks, securities and other assets held by an investor.
A collection of investments.
Combined total of securities owned by an individual or a mutual fund.
A block of insurance policies or investment holdings.
The basket of investments in which the funds of a scheme are deployed.
Holdings of loans, bonds, and/or securities
The combined holding of more than one stock, bond, commodity, real estate investment, or other asset by an individual or institutional investor.
Collection of loan or assets, classified by type of borrower or asset. For example, a bank's portfolio might include loans, investment securities, and assets managed in trust; the loan portfolio might include commercial, mortgage, and consumer installment loans.
Group of assets to meet the needs of a specific investor.
Selection of shares (or other investments) held by an investor.
The collection of all of your investments.
The holdings of more than one stock, bond, cash equivalent or other asset by an individual or institution. A portfolio may be designed to achieve the investors goals--such as obtaining maximum returns or reducing risk through diversification. See: Diversification; Risk; Risk/Reward Ratio
Your portfolio is the combined holding of one or more stocks, bonds or other assets, and is designed to reduce investment risk by diversifying.
The securities owned by an investor.
A group of stocks, bonds or other investments owned by a mutual fund or individual investor.
The collection of investments owned by an investor, or a mutual fund or other organization.
A collection of securities owned by an individual or an institution, such as a unit trust/mutual fund. A fund's portfolio may include a combination of stocks, bonds, and money market securities.
An individual's or institution's combined investment holdings, including cash, bonds, stocks, mutual funds and real estate.
In financial terms, taken to mean the various securities and investments held by an individual.
A range of investments which is held by a person or an organization.
an investor’s holdings of financial investments
All of the different investments owned by the same individual or organization.
The securities or investments owned by an individual.
Holdings of securities by an individual or institution that may contain bonds, pre- ferred stocks, common stocks, and other securities.