- Purchasing stock in a number of companies.
American business jargon. 2014.
Look at other dictionaries:
Portfolio investment — In economics and finance, Portfolio Investment represents passive holdings of securities such as foreign stocks, bonds, or other financial assets, none of which entails active management or control of the securities issuer by the investor; where… … Wikipedia
Portfolio Investment — Investment through financial instruments rather than by taking a direct stake in a company and its management and development. It contrasts with foreign direct investment, which takes direct ownership in a company or builds new factories,… … Financial and business terms
portfolio investment — noun : investment by purchase of securities contrasted with direct investment … Useful english dictionary
portfolio investment — Fin a form of investment that attempts to achieve a mixture of income and capital growth … The ultimate business dictionary
Offshore Portfolio Investment Strategy - OPIS — A tax shelter product designed to create large, seemingly real losses to be used for tax sheltering. This tax shelter involves creating a shell company, which enters into a long chain of sophisticated and complex financial investments. These… … Investment dictionary
Investment Management — A generic term that most commonly refers to the buying and selling of investments within a portfolio. Investment management can also include banking and budgeting duties, as well as taxes. But the term most often refers to portfolio management… … Investment dictionary
Portfolio — A grouping of financial assets such as stocks, bonds and cash equivalents, as well as their mutual, exchange traded and closed fund counterparts. Portfolios are held directly by investors and/or managed by financial professionals. Prudence… … Investment dictionary
Investment Objective — A client information form used by registered investment advisors and other asset managers that aids in determining the optimal portfolio mix for the client. An investment objective survey may come in the form of a questionnaire, where the… … Investment dictionary
Portfolio Weight — The percentage composition of a particular holding in a portfolio. Portfolio weights can be simply calculated using different approaches: the most basic type of weight is determined by dividing the dollar value of a security by the total dollar… … Investment dictionary
Portfolio Management — The art and science of making decisions about investment mix and policy, matching investments to objectives, asset allocation for individuals and institutions, and balancing risk against performance. Portfolio management is all about strengths,… … Investment dictionary