Portfolio Plan


DEFINITION of 'Portfolio Plan'

An investment strategy applied to a personal or corporate portfolio that determines its general purpose and constraints. Once a portfolio plan has been determined, investments adhering to the plan are bought and sold accordingly.

BREAKING DOWN 'Portfolio Plan'

Individual investors have ranging risk tolerances, liquidity needs and investment time horizons. A proper portfolio plan must take these factors into consideration along with any other unique requirements.

  1. Portfolio Investment

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  3. Permanent Portfolio

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  4. Portfolio

    A grouping of financial assets such as stocks, bonds and cash ...
  5. Portfolio Pumping

    The illegal act of bidding up the value of a fund's holdings ...
  6. Risk

    The chance that an investment's actual return will be different ...
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