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Portfolio Management

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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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DIVIDEND REINVESTMENT PLAN (DRIP)

Dividend reinvestment plan (DRIP) allows investors to reinvest their cash dividends into additional shares of the underlying stock.

CREDIT RATING

Credit rating is an assessment of the creditworthiness of a borrower.

BETA (STOCK MARKET)

Beta is a measure of a stock's volatility in relation to the overall market.

ALPHA (STOCK MARKET)

Alpha is a measure of the active return on an investment compared to a market index.

WEALTH MANAGEMENT

Wealth management is a service that combines financial and investment advice, accounting, tax services, and legal planning.

STOCKHOLDER EQUITY

Stockholder equity is the residual interest in the assets of the entity after deducting liabilities.

HEDGING

Hedging is an investment to reduce the risk of adverse price movements in an asset.

ECONOMIC VALUE ADDED (EVA)

Economic value added (EVA) is the measure of a company’s financial performance based on residual wealth.

DURATION (FIXED INCOME)

Duration (fixed income) measures the sensitivity of the price of a bond to a change in interest rates.

DEFAULT RISK

Default risk is the risk that a borrower will not be able to make the required payments on their debt.

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