Difference between revisions of "Portfolio"

From Open Risk Manual
(Initial Entry)
 
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== Definition ==
 
== Definition ==
'''Portfolio'''. A collection of investments (financial assets) such as stocks, bonds and cash equivalents, as well as mutual funds
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'''Portfolio'''. A collection of investments (financial assets) such as stocks, bonds and cash equivalents, as well as mutual funds. A grouping of assets. Assets in an efficient portfolio yield the same rate of return, as estimated by the manager, corrected for [[Risk]].
 
 
  
 
== See Also ==
 
== See Also ==
 
* http://www.investopedia.com/terms/p/portfolio.asp
 
* http://www.investopedia.com/terms/p/portfolio.asp
 
  
 
== Disclaimer ==
 
== Disclaimer ==
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[[Category:Security Assets]]
 
[[Category:Security Assets]]
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[[Category:Portfolio Management]]
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{{#set: isDefinedBy | https://spec.edmcouncil.org/fibo/ontology/SEC/Securities/SecurityAssets/index-en.html }}
 
{{#set: isDefinedBy | https://spec.edmcouncil.org/fibo/ontology/SEC/Securities/SecurityAssets/index-en.html }}
  
 
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Revision as of 15:40, 22 May 2021

Definition

Portfolio. A collection of investments (financial assets) such as stocks, bonds and cash equivalents, as well as mutual funds. A grouping of assets. Assets in an efficient portfolio yield the same rate of return, as estimated by the manager, corrected for Risk.

See Also

Disclaimer

This entry annotates a FIBO Ontology Class. FIBO is a trademark and the FIBO Ontology is copyright of the EDM Council, released under the MIT Open Source License. There is no guarantee that the content of this page will remain aligned with, or correctly interprets, the concepts covered by the FIBO ontology.