摘要:有价证券平衡理论
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摘要:

英文名称：Excess Portfolio Returns 中文名称：投资组合的超额收益
指投资组合收益率高于无风险收益率的部分。
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摘要:英文名称：Laddered Portfolio 中文名称：梯形投资组合一种投资组合方式，将全部投资资金平均投放于各种期限的证券上。[阅读全文]

摘要:

英文名称：Passive Portfolio Strategy 中文名称：被动式管理／被动型投资策略
一种追求与市场指标一致的回报投资策略，其[阅读全文]

摘要:

英文名称：Weighted Average Portfolio Yield 中文名称：加权平均投资组合收益率
计算投资组合收益率时常用方法之一[阅读全文]

摘要:英文名称：Well-diversified Portfolio中文名称：充分分散化投资组合 指投资者在构建证券投资组合时，所选证券的数量众多，且类型、特性多种多样，以实现平衡收益和风险的目的，充分分散化[阅读全文]

摘要:The modern composite-margin requirements that must be maintained in a derivatives account containing options and/or futures contracts. Portfolio margin accounting requires a margin position that is eq[阅读全文]

摘要: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 manag[阅读全文]

摘要: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 [阅读全文]

摘要:The person or persons responsible for investing a mutual, exchange-traded or closed-end fund's assets, implementing its investment strategy and managing the day-to-day portfolio trading.


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摘要:The art and science of making decisions about investment mix and policy, matching investments to objectives, asset allocation for individuals and institutions, and balancing risk against. performance.[阅读全文]

摘要: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).[阅读全文]

摘要:An investment trust that invests in a predefined portfolio of bonds and/or stocks that have been professionally selected by the company. Similar to some classes of mutual funds, these trusts are close[阅读全文]

摘要: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 se[阅读全文]

摘要:An inefficient portfolio is an investment portfolio that delivers an expected return that is too low for the amount of risk taken on, or conversely, an investment portfolio that requires too much risk[阅读全文]

摘要:Income from investments, including dividends, interest, royalties and capital gains.

There are three main categories of income: active income, passive income and portfolio income. These [阅读全文]

摘要:A tax shelter product designed to create large, seemingly real losses to be used for tax sheltering. This tax shelter involves creating a shell company, which enters into a long chain of sophisticated[阅读全文]

摘要:A group of investments which, when combined, create a zero net value. Zero-investment portfolios can be achieved by simultaneously purchasing securities and selling equivalent securities. This will ac[阅读全文]

摘要:The monetary return experienced by a holder of a portfolio. Portfolio returns can be calculated on a daily or long-term basis to serve as a method of assessing a particular investment strategy. Divide[阅读全文]

摘要:A portfolio of securities used to closely track an index without the exposure of purchasing all securities within that index.

|||OPALS are similar to ETFs and are generally used by large[阅读全文]