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Portfolio Management

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Filter:Portfolio Management

Category – Portfolio Management

Portfolio management involves the selection and oversight of a collection of investments to achieve specific financial goals. In trading, portfolio management includes deciding on asset allocation, risk tolerance, and investment strategies. Traders and fund managers use both active and passive management styles to maximize returns, minimize risk, and adjust for market conditions. Successful portfolio management requires constant monitoring, rebalancing, and adapting to changing market environments to maintain the desired risk-return profile.

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NET ASSET VALUE (NAV)

Net asset value (NAV) is the value per share of a mutual fund or an exchange-traded fund (ETF) on a specific date or time.

PRIVATE EQUITY

Private equity is capital that is not listed on a public exchange, composed of funds and investors that directly invest in private companies.

RISK MANAGEMENT

Risk management is the process of identification, analysis, and acceptance or mitigation of uncertainty in investment decisions.

STOCK SPLIT

Stock split is a corporate action in which a company divides its existing shares into multiple shares to boost the liquidity of the shares.

TREASURY BOND

Treasury bond is a long-term, interest-bearing security issued by the U.S. government with a maturity of more than 10 years.

10-K

10-K is an annual report filed by publicly traded companies to the SEC, detailing their financial performance.

INDEX FUND

Index fund is a type of mutual fund designed to replicate the performance of a specific index, such as the S&P 500.

EX-DIVIDEND DATE

Ex-dividend date is the date on which a stock begins trading without the value of its next dividend payment.

GROWTH STOCK

Growth stock is a share in a company expected to grow at an above-average rate compared to other companies.

MARGIN CALL

Margin call is a demand by a broker that an investor deposit further cash or securities to cover potential losses.

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