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

    A holding of an asset in a portfolio. A portfolio investment ...
  2. Portfolio Variance

    The measurement of how the actual returns of a group of securities ...
  3. Permanent Portfolio

    A portfolio construction theory devised by free-market investment ...
  4. Portfolio

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

    The chance that an investment's actual return will be different ...
  6. Modern Portfolio Theory - MPT

    A theory on how risk-averse investors can construct portfolios ...
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