Portfolio

Importance: 0.57

Is a company: no

Is a proper noun: no

Synonyms

  • stock portfolio
  • investment portfolio

Definition of Portfolio

  1. A collection of investments.

Related Terms and Acronyms

  • Capital Gains Tax (CGT) Acronym, Canada,
    • A tax on profits from the sale of real estate or investments.
  • Derivatives Definition,
    • Financial contracts whose value is derived from the value of some underlying asset, rate or index. Derivatives are used as risk-management tools by governments and corporations to reduce exposure to risk, mainly related to fluctuations in foreign-exchange and interest rates. Derivative instruments include swaps, options, futures and forward contracts and are used by banks in two principal activities: sales/trading and asset/liability management.
  • Open-end Fund Definition,
    • A mutual fund that allows investors to buy or sell shares in the fund at their net asset value each business day.
  • Fixed-Return Investments Definition,
    • Investments that provide a stable return.
  • Laddering Definition,
    • Staggering deposits into investments such as CDs in order to vary and better the rate of return.
  • Bond Definition,
    • A certificate of debt issued by a government or corporation guaranteeing payment of the original investment plus interest by a specified future date.
  • Security Definition,
    • A document stating ownership of a stock or bond.
    • Property designated as collateral.
    • A tradable financial implement that represents ownership, the rights to ownership or debt.
  • Stock Definition,
    • A share of the ownership of a company.
  • Mutual Fund Definition,
    • A type of investment scheme that pools funds from multiple backers and invests them in securities such as stock or bonds.
  • Segregated Fund Definition,
    • Investment vehicles that feature both maturity and death guarantees. Segregated funds share similarities with mutual funds but are categorized as insurance products.
  • Closed-end Fund Definition,
    • A mutual fund with shares initially sold to investors through an IPO; afterwards, the fund is listed on a stock exchange to be bought and sold.
  • Investment Definition,
    • Something you put your money into in order to make money.
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