portfolio Hear it!

portfolio Definition

port·fo·lio (pôrt fō′lē ō′)

noun pl. -·lios′

  1. a flat, portable case, usually of leather, for carrying loose sheets of paper, manuscripts, and drawings; briefcase
  2. such a case for state documents
  3. the office of a minister of state or member of a cabinet
    1. all the securities held for investment as by an individual, bank, investment company, etc.
    2. a list of such securities
  5. a selection of representative works, as of an artist

Etymology: earlier porto folio < It portafoglio < portare (< L: see fare), to carry + foglio (< L folium: see foliate), leaf

portfolio Synonyms

portfolio

n.

  1. A flat container

    briefcase, attaché case, folder; see bag, case 7, container.

  2. A collection, especially of stocks and bonds

    holdings, selection, documents, securities; see collection 2.

  3. An assignment

    office, responsibility, duties; see duty 2, job 1, 2.

portfolio Finance Definition
All of the assets and investments, such as stocks, bonds, real estate, and cash, that a person or business owns. A professional who manages a portfolio is called a portfolio manager. Often, investors group their portfolios into different asset classes with a targeted percentage of each asset. For instance, one potential asset allocation formula for a portfolio is 60 percent stocks, 30 percent bonds, and 10 percent cash. Asset allocation protects the value of a portfolio. If equities decline, for example, then bonds likely will rise, which helps protect the portfolio’s value.
portfolio Law Definition

n

The total of the securities (consisting of stocks, bonds, certificates of deposit, and so on) held by an individual at any one time.
portfolio Usage Examples

Preposition: of

  • client: He now manages a portfolio of clients across the financial services sector.
  • evidence: They are expected to compile a portfolio of evidence based on their work during that year.

Converse of object

  • manage: He now manages a portfolio of clients across the financial services sector.
  • compile: I've also compiled a portfolio of some good systems which I think are worth following all year round.
  • submit: Candidates will be required to submit a portfolio of recent work.
  • expand: Due to their expanding portfolio of clients they are now looking to recruit 3-4 Asbestos Air Monitoring Technicians / Analysts in Northern Ireland.
  • diversify: These developments have helped diversify the loan portfolio and the bank is now fully self-funded.

Adjective modifier

  • diversified: The Fund will invest principally in a diversified portfolio of securities issued by North American companies.
  • enviable: We have an enviable broad-based business portfolio, with leading positions in each of the global markets in which we operate.
  • balanced: From the resulting clusters, individual stocks may be selected to represent the group in a balanced portfolio.
  • impressive: You MUST be able to demonstrate an impressive on-line portfolio.
  • extensive: Enjoy wines at retail prices from across the extensive portfolio with or without a tutor to guide you.
  • diverse: Its diverse portfolio has already caught the attention of two hedge funds.

Modifies a noun

  • holder: Is it a portfolio holder, local member, local manager or a chief officer?
  • diversification: This portfolio diversification would inevitably accelerate the decline in the dollar, leading to adjustments in the relative values of other currencies.

Noun used with modifier

  • patent: During the year, CAT significantly strengthened its patent portfolio relating to TGF-beta antagonists.
  • investment: Investors can often transfer existing investment portfolios into a CMI Global Investor.
  • property: Port Welcomes New Tenants The Port's thriving property portfolio has seen strong demand for its wide range of units in early 2004.
  • equity: They pride themselves on giving a high level of personal service to a range of private investors who have equities portfolios.