Difference between revisions of "Portfolio"

From Open Risk Manual
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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. A grouping of assets. Assets in an efficient portfolio yield the same rate of return, as estimated by the manager, corrected for [[Risk]].
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'''Portfolio'''. A collection of investments (financial assets) such as stocks, bonds and cash equivalents, as well as mutual funds, loans or other credit products. A grouping of assets.  
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Assets in an efficient portfolio yield the same rate of return, as estimated by the manager, corrected for [[Risk]].
  
== See Also ==
 
* http://www.investopedia.com/terms/p/portfolio.asp
 
  
 
== Disclaimer ==
 
== Disclaimer ==

Revision as of 12:32, 10 June 2021

Definition

Portfolio. A collection of investments (financial assets) such as stocks, bonds and cash equivalents, as well as mutual funds, loans or other credit products. A grouping of assets.

Assets in an efficient portfolio yield the same rate of return, as estimated by the manager, corrected for Risk.


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.