Portfolio Plan

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Dictionary Says

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.
Investopedia Says

Investopedia explains '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.

Search results for

'Portfolio Plan'

  • A Disaster-Protection Plan For Your Portfolio

    http://www.investopedia.com/articles/07/predicting-future.asp
    A Disaster-Protection Plan For Your Portfolio. March 14 2010 | Filed Under »
    Economy, Financial Theory, Stocks. The future is one ...

  • Debit Spreads: A Portfolio Loss Protection Plan

    http://www.investopedia.com/articles/optioninvestor/09/equity-option-debit-spreads-protect-loss.asp
    Debit Spreads: A Portfolio Loss Protection Plan. October 22 2009 | Filed
    Under » Futures, Options. If you've tried to buy calls and ...

  • Understanding Leveraged Buyouts

    http://www.investopedia.com/articles/financial-theory/08/leveraged-buyouts.asp
    ... There are many scenarios driving a buyout, but four examples are the repackaging
    plan, the split-up, the portfolio plan and the savior plan. ...

  • An Infrastructure Jobs Plan Portfolio

    http://stocks.investopedia.com/stock-analysis/2010/An-Infrastructure-Jobs-Plan-Portfolio-IYT-PKB-BAB-SLX0913.aspx
    ... Article; Comments (0). An Infrastructure Jobs Plan Portfolio.
    Posted: Sep 13, 2010 09:06 AM by Aaron Levitt. ...

  • 10 Tips To Clear Your Portfolio's Dead Weight

    http://www.investopedia.com/articles/trading/08/portfolio-cleaning-tips.asp
    ... (Learn to set your own rules in Ten Steps To Building A Winning Trading Plan.)
    10. Be the chief financial officer of your wealth portfolio. ...

  • 5 Steps To A Retirement Plan

    http://www.investopedia.com/articles/retirement/11/5-steps-to-retirement-plan.asp
    ... plan investment approach is based on producing returns which meet yearly
    inflation-adjusted living expenses while preserving the value of the portfolio; ...

  • Will A Systematic Withdrawal Plan Work For You?

    http://www.investopedia.com/articles/retirement/09/systematic-withdrawal-plan-work-for-you.asp
    ... assumptions regarding rates of return or inflation can be hazardous to any portfolio.
    Also, mismanagement or neglect alone can ruin the best laid plan. ...

  • Plan To Retire Rich

    http://www.investopedia.com/articles/retirement/07/plan_retirement.asp
    ... It enables your advisor to build a portfolio that has the ability to deliver the
    goal ... For related reading, see Retire In Style.) Retirement Plan Example Assume ...

  • Developing An ETF Investing Plan

    http://www.investopedia.com/video/play/moneyshow-etf-investing-plan
    Having a plan in terms of what asset classes you want to invest in is the first
    step for building an ETF portfolio says Som Seif, president of Claymore ...

  • Managing A Portfolio Of Mutual Funds

    http://www.investopedia.com/articles/mutualfund/082802.asp
    ... Basically, if your portfolio does not have a plan or a structure, then
    it is likely that you are employing a wing-it strategy. If ...

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