Portfolio

Definition

• A collection of investments.

Synonyms
investment portfolio, stock portfolio

Related Terms and Acronyms

• Bond — Definition,
  • 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) — Acronym, Canada,
  • A tax on profits from the sale of real estate or investments.
• Closed-end Fund — Definition,
  • 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 — Definition,
  • 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.
• Fixed-Return Investments — Definition,
  • Investments that provide a stable return.
• Investment — Definition,
  • Something you put your money into in order to make money.
• Laddering — Definition,
  • Staggering deposits into investments such as CDs in order to vary and better the rate of return.
• Mutual Fund — Definition,
  • A type of investment scheme that pools funds from multiple backers and invests them in securities such as stock or bonds.
• Open-end Fund — Definition,
  • A mutual fund that allows investors to buy or sell shares in the fund at their net asset value each business day.
• Security — Definition,
  • Property designated as collateral.
  • A document stating ownership of a stock or bond.
  • A tradable financial implement that represents ownership, the rights to ownership or debt.
• Segregated Fund — Definition,
  • Investment vehicles that feature both maturity and death guarantees. Segregated funds share similarities with mutual funds but are categorized as insurance products.
• Stock — Definition,
  • A share of the ownership of a company.