Portfolio
111Portfolio Pumping — The illegal act of bidding up the value of a fund s holdings right before the end of a quarter, when the fund s performance is measured. This is done by placing a large number of orders on existing holdings, which drives up the value of the fund …
112Portfolio Turnover — A measure of how frequently assets within a fund are bought and sold by the managers. Portfolio turnover is calculated by taking either the total amount of new securities purchased or the amount of securities sold whichever is less over a… …
113Portfolio insurance — A strategy using a leveraged portfolio in the underlying stock to create a synthetic put option. The strategy s goal is to ensure that the value of the portfolio does not fall below a certain level. The New York Times Financial Glossary …
114Portfolio 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… …
115portfolio 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… …
116portfolio income — Income from interest, dividends, rentals, royalties, capital gains, or other investment sources. Portfolio income is not considered passive income, therefore net passive losses cannot be used to offset net portfolio income. See also passive… …
117Portfolio-Analyse — Der Begriff Portfolio Analyse findet in der Wirtschaftswissenschaft Verwendung in der Finanzmathematik im Rahmen der Risikobetrachtung von diversifizierten Anlageportfolios, siehe Portfoliotheorie. der strategischen Produktplanung, siehe… …
118Portfolio Insurance — 1. A method of hedging a portfolio of stocks against the market risk by short selling stock index futures. 2. Brokerage insurance such as the Securities Investor Protection Corporation (SIPC). 1. This hedging technique is frequently used by… …
119Portfolio separation theorem — An investor s choice of a risky investment portfolio is separate from his attitude towards risk. Related:Fisher s separation theorem. The New York Times Financial Glossary …
120Portfolio 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 …
