Difference between revisions of "Portfolio"
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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, loans or other credit products. | + | '''Portfolio'''. A (financial) portfolio is collection of investments (financial assets) such as stocks, bonds and cash equivalents, as well as mutual funds, loans or other credit products. It is a grouping of assets. |
Assets in an efficient portfolio yield the same rate of return, as estimated by the manager, corrected for [[Risk]]. | Assets in an efficient portfolio yield the same rate of return, as estimated by the manager, corrected for [[Risk]]. | ||
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== Disclaimer == | == Disclaimer == |
Revision as of 14:06, 15 November 2021
Definition
Portfolio. A (financial) portfolio is collection of investments (financial assets) such as stocks, bonds and cash equivalents, as well as mutual funds, loans or other credit products. It is 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.