average portfolio

См. также в других словарях:

• Weighted average portfolio yield — The weighted average of the yield of all the bonds in a portfolio. The New York Times Financial Glossary …   Financial and business terms

• weighted average portfolio yield — The weighted average of the yield of all the bonds in a portfolio. Bloomberg Financial Dictionary …   Financial and business terms

• Average Effective Maturity — For a single bond, it is a measure of maturity that takes into account the possibility that a bond might be called back to the issuer. For a portfolio of bonds, average effective maturity is the weighted average of the maturities of the… …   Investment dictionary

• Average Annual Growth Rate - AAGR — The average increase in the value of an individual investment or portfolio over the period of a year. It is calculated by taking the arithmetic mean of the growth rate over two annual periods. The average annual growth rate can be calculated for… …   Investment dictionary

• 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

• Average Annual Yield — The average yield on an investment or a portfolio that results from adding all interest, dividends or other income generated from the investment, divided by the average of the investments for the year. The average annual yield is a particularly… …   Investment dictionary

• Average Annual Return - AAR — A percentage figure used when reporting the historical return, such as the three , five and 10 year average returns of a mutual fund. The average annual return is stated net of a fund s operating expense ratio, which does not include sales… …   Investment dictionary

• Average Outstanding Balance — The unpaid, interest bearing balance of a loan or loan portfolio averaged over a period of time, usually one month. The average outstanding balance refers to any term, instalment, revolving or credit card debt on which interest is… …   Investment dictionary

• Portfolio turnover rate — For an investment company, an annualized rate found by dividing the lesser of purchases and sales by the average of portfolio assets. The New York Times Financial Glossary …   Financial and business terms

• portfolio turnover rate — For an investment company, an annualized rate found by dividing the lesser of purchases and sales by the average of portfolio assets. Bloomberg Financial Dictionary …   Financial and business terms

• portfolio expected return — A weighted average of individual assets expected returns. Bloomberg Financial Dictionary …   Financial and business terms