Important definitions and terminologies used in Portfolio Analysis
A
Absolute and Relative Return in Portfolio Analysis
Absolute Return in Portfolio Analysis
Active Portfolio Management in Portfolio Analysis
Active Risk in Portfolio Analysis
Active Share in Portfolio Analysis
Aggressive Investment Strategy in Portfolio Analysis
Allocation in Portfolio Analysis
Alpha in Portfolio Analysis
Alpha/Beta Separation in Portfolio Analysis
Alternative Beta in Portfolio Analysis
Alternative Investments in Portfolio Analysis
Analytical Risk in Portfolio Analysis
Annualized Rate of Return in Portfolio Analysis
Annualized Volatility in Portfolio Analysis
Annuity in Portfolio Analysis
Arbitrage in Portfolio Analysis
Arbitrage Pricing Model in Portfolio Analysis
Asset Allocation in Portfolio Analysis
Asset Capacity in Portfolio Analysis
Asset Class in Portfolio Analysis
Asset Classes in Portfolio Analysis
Average Annual Return in Portfolio Analysis
B
Backtesting in Portfolio Analysis
Balanced Portfolio in Portfolio Analysis
Barbelled Strategies in Portfolio Analysis
Basis Point in Portfolio Analysis
Bear Market in Portfolio Analysis
Behavioral Finance in Portfolio Analysis
Benchmark in Portfolio Analysis
Benchmark Index in Portfolio Analysis
Benchmark Portfolios in Portfolio Analysis
Best Execution in Portfolio Analysis
Beta in Portfolio Analysis
Black-Litterman Model in Portfolio Analysis
Black-Scholes Model in Portfolio Analysis
Blind Trust in Portfolio Analysis
Bond in Portfolio Analysis
Bond Ratings in Portfolio Analysis
Bottom Up Investing in Portfolio Analysis
Bottom-Up Investing in Portfolio Analysis
Breadth in Portfolio Analysis
Buy and Hold in Portfolio Analysis
C
Call Option in Portfolio Analysis
Capital Asset Pricing Model in Portfolio Analysis
Capital Asset Pricing Model (CAPM) in Portfolio Analysis
Capital Gain in Portfolio Analysis
Capital Market Theory in Portfolio Analysis
Carry Trade in Portfolio Analysis
Cash Equivalent in Portfolio Analysis
Cash Flow in Portfolio Analysis
Certificates of Deposit (CD) in Portfolio Analysis
Chaos Theory in Portfolio Analysis
Client Profiling in Portfolio Analysis
Closed-End Fund in Portfolio Analysis
Code of Ethics in Portfolio Analysis
Collateral in Portfolio Analysis
Collateralized Debt Obligation (CDO) in Portfolio Analysis
Commingled Fund in Portfolio Analysis
Commodity in Portfolio Analysis
Commodity Pool in Portfolio Analysis
Commodity Trading Advisor (CTA) in Portfolio Analysis
Compound Interest in Portfolio Analysis
Concentrated Portfolio in Portfolio Analysis
Concentration Risk in Portfolio Analysis
Confidence Interval in Portfolio Analysis
Contingent Convertible (CoCo) Bond in Portfolio Analysis
Convertible Bond in Portfolio Analysis
Core Holding in Portfolio Analysis
Core/Satellite in Portfolio Analysis
Correlation in Portfolio Analysis
Cost of Equity in Portfolio Analysis
Counterparty Risk in Portfolio Analysis
Coupon Rate in Portfolio Analysis
Credit Default Swap (CDS) in Portfolio Analysis
Credit Risk in Portfolio Analysis
Cross-Hedging in Portfolio Analysis
Currency Risk in Portfolio Analysis
Currency Swap in Portfolio Analysis
D
Debt Securities in Portfolio Analysis
Default Probability in Portfolio Analysis
Default Risk in Portfolio Analysis
Defensive Investment Strategy in Portfolio Analysis
Delta in Portfolio Analysis
Depreciation in Portfolio Analysis
Derivative in Portfolio Analysis
Derivative Security in Portfolio Analysis
Diagonal Spread in Portfolio Analysis
Dilution in Portfolio Analysis
Discount Rate in Portfolio Analysis
Discounted Cash Flow (DCF) in Portfolio Analysis
Diversification in Portfolio Analysis
Dividend in Portfolio Analysis
Dividend Yield in Portfolio Analysis
Downside Risk in Portfolio Analysis
Duration in Portfolio Analysis
Duration Gap in Portfolio Analysis
Duration Matching in Portfolio Analysis
Dynamic Asset Allocation in Portfolio Analysis
E
Earnings Per Share (EPS) in Portfolio Analysis
Effective Annual Yield in Portfolio Analysis
Efficient Frontier in Portfolio Analysis
Efficient Market Hypothesis (EMH) in Portfolio Analysis
Emerging Markets in Portfolio Analysis
Equity in Portfolio Analysis
Equity Income in Portfolio Analysis
Equity Portfolio Management in Portfolio Analysis
Equity Risk Premium in Portfolio Analysis
Equity-Linked Note (ELN) in Portfolio Analysis
Exchange Rate Risk in Portfolio Analysis
Exchange-Traded Fund (ETF) in Portfolio Analysis
Ex-Dividend Date in Portfolio Analysis
Expected Return in Portfolio Analysis
Exposure in Portfolio Analysis
F
Factor Investing in Portfolio Analysis
Fama-French Three-Factor Model in Portfolio Analysis
Financial Instrument in Portfolio Analysis
Financial Planning in Portfolio Analysis
Financial Risk in Portfolio Analysis
Financial Statement Analysis in Portfolio Analysis
Fixed Charge Coverage Ratio in Portfolio Analysis
Fixed Income Portfolio Management in Portfolio Analysis
Fixed-Income in Portfolio Analysis
Fixed-Income Fund in Portfolio Analysis
Fixed-Income Securities in Portfolio Analysis
Floating Rate Fund in Portfolio Analysis
Floating Rate Note (FRN) in Portfolio Analysis
Foreign Bond in Portfolio Analysis
Forward Contract in Portfolio Analysis
Forward Rate Agreement (FRA) in Portfolio Analysis
Free Cash Flow in Portfolio Analysis
Fund of Funds (FoF) in Portfolio Analysis
Fundamental Analysis in Portfolio Analysis
Fundamental Factor in Portfolio Analysis
Fundamental Investing in Portfolio Analysis
G
Gamma in Portfolio Analysis
Gearing Ratio in Portfolio Analysis
Global Macro in Portfolio Analysis
Going Long in Portfolio Analysis
Going Short in Portfolio Analysis
Golden Cross in Portfolio Analysis
Growth and Value Investing in Portfolio Analysis
Growth Stocks in Portfolio Analysis
H
Hedge Fund in Portfolio Analysis
Hedged Equity in Portfolio Analysis
Holding Period in Portfolio Analysis
Human Capital in Portfolio Analysis
I
Illiquid Asset in Portfolio Analysis
Incentive Fee in Portfolio Analysis
Income Fund in Portfolio Analysis
Income Statement in Portfolio Analysis
Index in Portfolio Analysis
Index Arbitrage in Portfolio Analysis
Index Fund in Portfolio Analysis
Index Option in Portfolio Analysis
Index Provider in Portfolio Analysis
Inflation Risk in Portfolio Analysis
Inflation-Protected Securities (IPS) in Portfolio Analysis
Information Ratio in Portfolio Analysis
Initial Margin in Portfolio Analysis
Initial Public Offering (IPO) in Portfolio Analysis
Insider Trading in Portfolio Analysis
Interest Rate Risk in Portfolio Analysis
Interest Rate Swap in Portfolio Analysis
International Diversification in Portfolio Analysis
International Equity in Portfolio Analysis
Investment Policy in Portfolio Analysis
J
Junk Bond in Portfolio Analysis
L
Laddered Strategies in Portfolio Analysis
Leverage in Portfolio Analysis
Leverage Ratio in Portfolio Analysis
Liability-Driven Investment (LDI) in Portfolio Analysis
Limit Order in Portfolio Analysis
Liquid Asset in Portfolio Analysis
Liquidation Value in Portfolio Analysis
Liquidity in Portfolio Analysis
Long-Short Equity in Portfolio Analysis
Long-Term Capital Management (LTCM) in Portfolio Analysis
Loss Aversion in Portfolio Analysis
M
Macroeconomic Variables in Portfolio Analysis
Managed Futures in Portfolio Analysis
Margin in Portfolio Analysis
Margin Account in Portfolio Analysis
Margin Call in Portfolio Analysis
Margin of Safety in Portfolio Analysis
Market Capitalization in Portfolio Analysis
Market Capitalization Weighted Index in Portfolio Analysis
Market Cycle in Portfolio Analysis
Market Efficiency in Portfolio Analysis
Market Neutral in Portfolio Analysis
Market Risk in Portfolio Analysis
Market Sentiment in Portfolio Analysis
Market Timing in Portfolio Analysis
Markowitz Model in Portfolio Analysis
Mark-to-Market in Portfolio Analysis
Mean Reversion in Portfolio Analysis
Mean-Variance Optimization in Portfolio Analysis
Mid-Cap Stocks in Portfolio Analysis
Modern Portfolio Theory (MPT) in Portfolio Analysis
Momentum in Portfolio Analysis
Momentum Investing in Portfolio Analysis
Monte Carlo Simulation in Portfolio Analysis
Mutual Fund in Portfolio Analysis
N
Naked Option in Portfolio Analysis
Negative Correlation in Portfolio Analysis
Net Asset Value (NAV) in Portfolio Analysis
Net Income in Portfolio Analysis
Non-Diversifiable Risk in Portfolio Analysis
Non-Traditional Bond in Portfolio Analysis
Notional Amount in Portfolio Analysis
O
Open Interest in Portfolio Analysis
Open-End Fund in Portfolio Analysis
Operating Margin in Portfolio Analysis
Opportunity Cost in Portfolio Analysis
Option-Adjusted Spread (OAS) in Portfolio Analysis
Options in Portfolio Analysis
Options Spread in Portfolio Analysis
Overlay Management in Portfolio Analysis
P
Panic Selling in Portfolio Analysis
Passive Portfolio Management in Portfolio Analysis
Passive Shareholder in Portfolio Analysis
Payout Ratio in Portfolio Analysis
PEG Ratio in Portfolio Analysis
Pension Fund in Portfolio Analysis
Performance Attribution in Portfolio Analysis
Performance Fee in Portfolio Analysis
Periodic Rate of Return in Portfolio Analysis
Personal Financial Advisor in Portfolio Analysis
Portfolio in Portfolio Analysis
Portfolio Analysis in Portfolio Analysis
Portfolio Beta in Portfolio Analysis
Portfolio Diversification in Portfolio Analysis
Portfolio Management in Portfolio Analysis
Portfolio Manager in Portfolio Analysis
Portfolio Optimization in Portfolio Analysis
Portfolio Revision in Portfolio Analysis
Portfolio Turnover in Portfolio Analysis
Preferred Stock in Portfolio Analysis
Price Discovery in Portfolio Analysis
Price Momentum in Portfolio Analysis
Price-to-Book Ratio in Portfolio Analysis
Price-to-Earnings (P/E) Ratio in Portfolio Analysis
Primary Market in Portfolio Analysis
Principal-Protected Note (PPN) in Portfolio Analysis
Private Equity in Portfolio Analysis
Private Placement in Portfolio Analysis
Profit Margin in Portfolio Analysis
Profitability Index in Portfolio Analysis
Prospectus in Portfolio Analysis
Q
Quality Investing in Portfolio Analysis
Quantitative Analysis in Portfolio Analysis
Quantitative Easing in Portfolio Analysis
Quantitative Investing in Portfolio Analysis
R
Real Assets in Portfolio Analysis
Real Estate in Portfolio Analysis
Real Estate Investment Trust (REIT) in Portfolio Analysis
Realized Gain in Portfolio Analysis
Rebalancing in Portfolio Analysis
Recession in Portfolio Analysis
Relative Strength Index (RSI) in Portfolio Analysis
Repurchase Agreement (Repo) in Portfolio Analysis
Resistance Level in Portfolio Analysis
Return on Assets (ROA) in Portfolio Analysis
Return on Equity (ROE) in Portfolio Analysis
Return on Investment (ROI) in Portfolio Analysis
Risk in Portfolio Analysis
Risk Parity in Portfolio Analysis
Risk Premium in Portfolio Analysis
Risk-Adjusted Return in Portfolio Analysis
Risk-Free Asset in Portfolio Analysis
Risk-Free Rate in Portfolio Analysis
Roll Yield in Portfolio Analysis
Roth IRA in Portfolio Analysis
R-Squared in Portfolio Analysis
S
S&P 500 in Portfolio Analysis
Safe Haven in Portfolio Analysis
SEBI in Portfolio Analysis
Sector in Portfolio Analysis
Sector Fund in Portfolio Analysis
Securitization in Portfolio Analysis
Sell Limit Order in Portfolio Analysis
Sharpe Ratio in Portfolio Analysis
Short Selling in Portfolio Analysis
Short-Term Investments in Portfolio Analysis
Single Stock Futures in Portfolio Analysis
Single Stock Futures (SSF) in Portfolio Analysis
Small-Cap Stocks in Portfolio Analysis
Smart Beta in Portfolio Analysis
Sovereign Bond in Portfolio Analysis
Spot Price in Portfolio Analysis
Standard Deviation in Portfolio Analysis
Stock Option in Portfolio Analysis
Stock Split in Portfolio Analysis
Stockholder Equity in Portfolio Analysis
Stop Loss Order in Portfolio Analysis
Straddle in Portfolio Analysis
Strangle in Portfolio Analysis
Style Analysis in Portfolio Analysis
Style Box in Portfolio Analysis
Style Drift in Portfolio Analysis
Subordinated Debt in Portfolio Analysis
Systematic Risk in Portfolio Analysis
T
Tactical Asset Allocation in Portfolio Analysis
Tail Risk in Portfolio Analysis
Target Date Fund in Portfolio Analysis
Taxable Equivalent Yield in Portfolio Analysis
Technical Analysis in Portfolio Analysis
Time Diversification in Portfolio Analysis
Top Down Investing in Portfolio Analysis
Total Return in Portfolio Analysis
Tracking Error in Portfolio Analysis
Treasury Bond in Portfolio Analysis
Treasury Inflation-Protected Securities (TIPS) in Portfolio Analysis
Triple Bottom Line in Portfolio Analysis
Turnover Ratio in Portfolio Analysis
U
Underlying Asset in Portfolio Analysis
Undervalued Stock in Portfolio Analysis
Uniform Prudent Investor Act (UPIA) in Portfolio Analysis
Unit Investment Trust (UIT) in Portfolio Analysis
Unsystematic Risk in Portfolio Analysis
Upstreaming in Portfolio Analysis
V
Value in Portfolio Analysis
Value at Risk (VaR) in Portfolio Analysis
Value Investing in Portfolio Analysis
Variable Annuity in Portfolio Analysis
Venture Capital in Portfolio Analysis
Volatility in Portfolio Analysis
Volatility Surface in Portfolio Analysis
W
Weighted Average Cost of Capital (WACC) in Portfolio Analysis
Weighted Average Market Capitalization in Portfolio Analysis
Weighted Average Maturity in Portfolio Analysis
White Knight in Portfolio Analysis
Whole Life Insurance in Portfolio Analysis
Y
Yield Curve in Portfolio Analysis
Yield to Maturity (YTM) in Portfolio Analysis
Z
Zero-Coupon Bond in Portfolio Analysis
Zeta Model in Portfolio Analysis
Zombie Company in Portfolio Analysis
