有价证券平衡理论···

英文名称：Excess Portfolio Returns 中文名称：投资组合的超额收益指投资组合收益率高于无风险收益率的部分。···

The modern composite-margin requirements that must be maintained in a derivatives account containing options and/or futures contracts. Portfolio margin account···

英文名称：Laddered Portfolio 中文名称：梯形投资组合一种投资组合方式，将全部投资资金平均投放于各种期限的证券上。···

The monetary return experienced by a holder of a portfolio. Portfolio returns can be calculated on a daily or long-term basis to serve as a method of assessing···

英文名称：Passive Portfolio Strategy 中文名称：被动式管理／被动型投资策略一种追求与市场指标一致的回报投资策略，其资产配置由追踪指标的构成所决定。···

A portfolio of securities used to closely track an index without the exposure of purchasing all securities within that index. |||OPALS are similar to ETFs and···

1. A method of hedging a portfolio of stocks against the market risk by short selling stock index futures. 2. Brokerage insurance such as the Securities Invest···

The person or persons responsible for investing a mutual, exchange-traded or closed-end fund's assets, implementing its investment strategy and managing the da···

A grouping of financial assets such as stocks, bonds and cash equivalents, as well as their mutual, exchange-traded and closed-fund counterparts. Portfolios ar···

The art and science of making decisions about investment mix and policy, matching investments to objectives, asset allocation for individuals and institutions,···

The illegal act of bidding up the value of a fund's holdings right before the end of a quarter, when the fund's performance is measured. This is done by placin···

Income from investments, including dividends, interest, royalties and capital gains. There are three main categories of income: active income, passive income a···

A tax shelter product designed to create large, seemingly real losses to be used for tax sheltering. This tax shelter involves creating a shell company, which···

A theory on how risk-averse investors can construct portfolios to optimize or maximize expected return based on a given level of market risk, emphasizing that···