GLOSSARY

Canadian Financial, Real Estate and Mortgage Glossary

How often this word is used
 
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50% - Moderately

Portfolio


Synonyms:investment portfolio, stock portfolio
Filed Under: financial-banking, investments
Tags: banking, investment
 

Definition of portfolio

portfolio
1. A collection of investments.

Related Terms and Acronyms:

  • bond   A certificate of debt issued by a government or corporation guaranteeing payment of the original investment plus interest by a specified future date.
  • capital gains tax (CGT)   A tax on profits from the sale of real estate or investments.
  • closed-end fund   A mutual fund with shares initially sold to investors through an IPO; afterwards, the fund is listed on a stock exchange to be bought and sold.
  • derivatives   Financial contracts whose value is derived from the value of some underlying asset, rate or index. Derivatives are used as risk-management tools by governments and corporations to reduce exposure to risk, mainly related to fluctuations in foreign-exchange and interest rates. Derivative instruments include swaps, options, futures and forward contracts and are used by banks in two principal activities: sales/trading and asset/liability management.
  • investment   Something you put your money into in order to make money.
  • laddering   Staggering deposits into investments such as CDs in order to vary and better the rate of return.
  • open-end fund   A mutual fund that allows investors to buy or sell shares in the fund at their net asset value each business day.
  • security   A tradable financial implement that represents ownership, the rights to ownership or debt.
  • segregated fund   Investment vehicles that feature both maturity and death guarantees. Segregated funds share similarities with mutual funds but are categorized as insurance products.
  • stock   A share of the ownership of a company.

More Related Terms and Acronyms

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