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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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10-K

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

10-Q

10-Q is a quarterly report filed by publicly traded companies to the SEC, detailing their financial performance.

CREDIT DEFAULT SWAP (CDS)

Credit default swap (CDS) is a financial derivative that allows an investor to 'swap' or offset their credit risk with that of another investor.

HODL

HODL is a slang term in the cryptocurrency community for holding a cryptocurrency rather than selling it, derived from a misspelling of 'hold.'

SOVEREIGN WEALTH FUND

Sovereign wealth fund is a state-owned investment fund comprised of money generated by the government, often derived from a country's surplus reserves.

ANNUAL PERCENTAGE YIELD (APY)

Annual percentage yield (APY) is the real rate of return earned on an investment, taking into account the effect of compounding interest.

ASSET-BACKED SECURITIES

Asset-backed securities are financial securities backed by a loan, lease, or receivables against assets other than real estate and mortgage-backed securities.

BALANCE SHEET

Balance sheet is a financial statement that reports a company's assets, liabilities, and shareholders' equity at a specific point in time.

BLUE CHIP STOCKS

Blue chip stocks are shares in large, reputable, and financially sound companies with a history of reliable performance.

BOND YIELD

Bond yield is the amount of return an investor realizes on a bond, often expressed as a percentage.

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