portfolio
portfolio
Definition
port·fo·lio (pôrt fō′lē ō′)
noun pl. -·lios′
- a flat, portable case, usually of leather, for carrying loose sheets of paper, manuscripts, and drawings; briefcase
- such a case for state documents
- the office of a minister of state or member of a cabinet
- all the securities held for investment as by an individual, bank, investment company, etc.
- a list of such securities
- 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.
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 portfolios
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.
Browse dictionary entries near portfolio
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