Difference between revisions of "Portfolio Holding"
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'''Portfolio Holding'''. The contents of holding of one or more portfolios of investments held by an individual investor or entity | '''Portfolio Holding'''. The contents of holding of one or more portfolios of investments held by an individual investor or entity | ||
| − | Portfolio holdings may cover a variety of investment products, including stocks, bonds and mutual funds to options, futures and exchange-traded funds, and relatively esoteric instruments such as private equity and hedge funds | + | [[Portfolio]] holdings may cover a variety of investment products, including stocks, bonds and mutual funds to options, futures and exchange-traded funds, and relatively esoteric instruments such as private equity and hedge funds. |
| − | + | The number and nature of holdings contribute to the degree of diversification of a portfolio. A mix of stocks across different sectors, bonds of different maturities, and other investments would suggest a well-diversified portfolio, while concentrated holdings in a handful of stocks within a single sector indicates a portfolio with limited diversification. | |
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[[Category:Security Assets]] | [[Category:Security Assets]] | ||
| + | [[Category:Portfolio Management]] | ||
{{#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 }} | ||
__SHOWFACTBOX__ | __SHOWFACTBOX__ | ||
Latest revision as of 12:31, 10 June 2021
Definition
Portfolio Holding. The contents of holding of one or more portfolios of investments held by an individual investor or entity
Portfolio holdings may cover a variety of investment products, including stocks, bonds and mutual funds to options, futures and exchange-traded funds, and relatively esoteric instruments such as private equity and hedge funds.
The number and nature of holdings contribute to the degree of diversification of a portfolio. A mix of stocks across different sectors, bonds of different maturities, and other investments would suggest a well-diversified portfolio, while concentrated holdings in a handful of stocks within a single sector indicates a portfolio with limited diversification.
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.
