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  2. Portfolio (finance) - Wikipedia

    en.wikipedia.org/wiki/Portfolio_(finance)

    There are many types of portfolios including the market portfolio and the zero-investment portfolio. [3] A portfolio's asset allocation may be managed utilizing any of the following investment approaches and principles: dividend weighting, equal weighting, capitalization-weighting, price-weighting, risk parity, the capital asset pricing model, arbitrage pricing theory, the Jensen Index, the ...

  3. What Is Portfolio Management?

    www.aol.com/portfolio-management-150054605.html

    Modern portfolio theory, which aims to maximize returns for a given level or risk, can also be integrated into your portfolio management to help you optimize your investments. Investing for ...

  4. Concentration risk - Wikipedia

    en.wikipedia.org/wiki/Concentration_risk

    Concentration risk is a banking term describing the level of risk in a bank's portfolio arising from concentration to a single counterparty, sector or country.. The risk arises from the observation that more concentrated portfolios are less diverse and therefore the returns on the underlying assets are more correlated.

  5. PnL explained - Wikipedia

    en.wikipedia.org/wiki/PnL_Explained

    In investment banking, PnL explained (also called P&L explain, P&L attribution or profit and loss explained) is an income statement with commentary that attributes or explains the daily fluctuation in the value of a portfolio of trades to the root causes of the changes.

  6. 3-fund portfolio: What it is and how it works

    www.aol.com/finance/3-fund-portfolio-works...

    A three-fund portfolio is an investment strategy that involves holding mutual funds or ETFs that invest in U.S. stocks, international stocks and bonds. The strategy is popular with followers of ...

  7. Portfolio mortgages: What they are and how they work

    www.aol.com/finance/portfolio-mortgages...

    For example, North American Savings Bank‘s website features a portfolio loan that requires a 20 percent down payment (vs. 3 to 10 percent for conventional loans), a debt-to-income ratio of up to ...