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1 laddered portfolio
A laddered portfolio of individual bonds has an additional advantage: If you need to sell some of them to raise cash at a time when the bond market is slumping, you can select the more profitable ones for sale and hold the others to maturity. When redeeming bond fund shares, you may be forced to swallow a capital loss if the market is against you.
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2 diversify
(production, portfolio) diversifier;∎ we must aim to diversify our product portfolio il nous faut essayer de diversifier notre portefeuille de produits(of company) se diversifier;∎ the company diversified in the 1960s and started producing food products as well as tobacco la société s'est diversifiée dans les années 1960 en se lançant dans la production de produits alimentaires en plus de celle du tabac;∎ to diversify into a new market se diversifier en pénétrant un nouveau marché;∎ to diversify into a new product se diversifier en fabriquant un nouveau produitFirst, contrary to popular belief, high yield does not necessarily equate with high risk - as a well- diversified portfolio of high yield bonds has shown to deliver higher income with reduced volatility over longer periods of time.
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3 nest egg
bas m de laine, pécule mNervous about your nest egg? If it's loaded with stocks, you should be. Stocks could easily sink further, tread water, or rise slowly. To minimize the damage to your portfolio, you need some holdings that don't move in tandem with equities. The most obvious vehicle is bonds, but you can further protect yourself against market swings by including other alternatives, such as hedge funds, real estate, and oil and gas.
См. также в других словарях:
portfolio — port·fo·lio /pōrt fō lē ō/ n: the securities held by an investor: the commercial paper held by a financial institution (as a bank) Merriam Webster’s Dictionary of Law. Merriam Webster. 1996. portfolio … Law 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
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 (finance) — In finance, a portfolio is an appropriate mix of or collection of investments held by an institution or a private individual. Holding a portfolio is part of an investment and risk limiting strategy called diversification. By owning several assets … Wikipedia
portfolio — The group of investments held by an investor. The CENTER ONLINE Futures Glossary A collection of financial assets belonging to a single owner. For example, the municipal bond portfolio. Risk in portfolios is reduced by diversification. American… … Financial and business terms
Portfolio Variance — The measurement of how the actual returns of a group of securities making up a portfolio fluctuate. Portfolio variance looks at the standard deviation of each security in the portfolio as well as how those individual securities correlate with 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 internal rate of return — The rate of return computed by first determining the cash flows for all the bonds in the portfolio and then finding the interest rate that will make the present value of the cash flows equal to the market value of the portfolio. The New York… … Financial and business terms
portfolio internal rate of return — The rate of return computed by first determining the cash flows for all the bonds in the portfolio and then finding the interest rate that will make the present value of the cash flows equal to the market value of the portfolio. Bloomberg… … Financial and business terms
portfolio — n 1. case, folder, folio. 2. account, scrips, investments, shares, debentures; stocks, bonds, stocks and bonds. 3. office, bureau, post, position, function, jurisdiction. 4. dossier, documents, papers, credentials … A Note on the Style of the synonym finder
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
