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Portfolio

• A collection of investments, real and/or financial.

• Collection of securities held by an investor.

• A collection, or group, of assets.

• Collection of securities held by an investor.

• A diversified pool of investments typically comprising stocks, bonds, or money-market instruments.

• Is the holding of a collection of investments. For some individuals and institutions it is the entire holdings consisting of both assets and liabilities.

 
 

Follow this link for all the terms related to portfolio.

 
 Embedded terms in definition
 Assets
Held
Instruments
Investments
Investor
Liabilities
Pool
Securities
 
 Referenced Terms
 Accretion of a discount: In Portfolio accounting, a straight-line accumulation of capital gains on discount bonds in anticipation of receipt of par at maturity.In Portfolio accounting, a straight-line accumulation of capital gains on discount bond in anticipation of receipt of par at maturity.

 Accretion of a discount: In Portfolio accounting, a straight-line accumulation of capital gains on discount bonds in anticipation of receipt of par at maturity.In Portfolio accounting, a straight-line accumulation of capital gains on discount bond in anticipation of receipt of par at maturity.

 Active portfolio strategy: A strategy that uses available information and forecasting techniques to seek a better performance than a Portfolio that is simply diversified broadly. Related:passive portfolio strategy

 Adjusted gross income: Abbreviated AGI. Sum of Earned Income, net Passive Income, Portfolio income, and capital gains. The IRS uses AGI to determine most limitations on credits or deductions in taxes.

 Alpha: Is a measure of the incremental reward (or loss) that an investor gained in relation to the market. Typically, this is measured as performance of a selected Portfolio relative to a market benchmark. An enhanced S&P 500 portfolio might have an alpha of .25 which means that the pickup was .25% or a quarter point better than the standard.A measure of selection risk (also known as residual risk) of a mutual fund in relation to the market. A positive alpha is the extra return awarded to the investor for taking a risk, instead of accepting the market return. For example, an alpha of 0.4 means the fund outperformed the market-based return estimate by 0.4%. An alpha of -0.6 means a fund's monthly return was 0.6% less than would have been predicted from the change in the market alone. In a Jensen Index, it is factor to represent the Portfolio's performance that diverges from its beta, representing a measure of the manager's performance.

 
 Related Terms
 

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