Glossary

Portfolio

A portfolio is a number of investments held by either an investor, an investment company or a financial institution. The portfolio usually groups together these assets, which could be stocks, bonds or cash equivalents.

A
Advisory service Asset Asset Allocation Asset Manager
C
Central Bank Commodities Corporate Bonds
D
Debt Discretionary Dividend
E
Equity Exchange traded fund
F
FCA Financial Instrument FSCS
G
Government Bonds
H
Hedge funds
I
Independent Financial Advisor Inflation Investor profile ISA
L
Liquidity
M
MiFID Mutual fund
P
Pension Portfolio Price/Earnings Ratio Purchase Managers Index
R
Rebalancing Return Risk
S
SIPP
T
Total expense ratio
V
Value at risk Volatility
W
Wealth Manager

Glossary

Portfolio

A

C

D

E

F

G

H

I

L

M

P

R

S

T

V

W