Portfolio Return

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Dictionary Says

Definition of 'Portfolio Return'

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 a particular investment strategy. Dividends and capital appreciation are the main components of portfolio returns.
Investopedia Says

Investopedia explains 'Portfolio Return'

Portfolio returns can be calculated through various methodologies such as a time-weighted and money-weighted returns. However, the overall return must be compared to the required benchmarks and risk of the portfolio as well.
Search results for

'Portfolio Return'

  • 5 Ways To Rate Your Portfolio Manager

    http://www.investopedia.com/articles/stocks/11/5-ways-to-measure-money-managers.asp
    ... effectively. TUTORIAL: Managing Risk And Diversification For example, a 2% annual
    total portfolio return may initially seem small. However ...

  • Bettering Your Portfolio With Alpha And Beta

    http://www.investopedia.com/articles/07/alphabeta.asp
    ... An equation is derived with linear regression analysis by using the portfolio's
    return compared to the return of the market over the same period of time. ...

  • Diversifying Your Portfolio With Real Estate And Infrastructure

    http://www.investopedia.com/articles/stocks/11/real-estate-infrastructure-asset-allocation.asp
    ... Investors with higher portfolio return targets (who wish to earn more, but with
    more risk), may wish to devote less to real estate and infrastructure. ...

  • Measuring And Managing Investment Risk

    http://www.investopedia.com/articles/08/risk.asp
    ... For example, a gradient of 1.0 indicates that for every unit increase of market
    return, the portfolio return also increases by one unit. ...

  • CFA Level 1 Study Guide - Portfolio Management - Rate of Return ...

    http://www.investopedia.com/exam-guide/cfa-level-1/portfolio-management/rate-of-return-basics.asp
    ... 2.6 Net Present Value and the Internal Rate of Return; 2.7 Money Vs. Time-Weighted
    Return; 2.8 Calculating Yield; 2.9 Statistical Concepts And Market Returns; ...

  • CFA Level 1 Study Guide - Portfolio Management - Return Objectives ...

    http://www.investopedia.com/exam-guide/cfa-level-1/portfolio-management/return-objectives-investment-constraints.asp
    ... 2.6 Net Present Value and the Internal Rate of Return; 2.7 Money Vs. Time-Weighted
    Return; 2.8 Calculating Yield; 2.9 Statistical Concepts And Market Returns; ...

  • Digging Deeper Into Mutual Fund Names

    http://www.investopedia.com/articles/mutualfund/08/mutual-fund-names.asp
    ... and choice of value vs. growth orientations are key factors in determining
    expected portfolio return. So, if you believe this theory ...

  • According to the CAPM, the expected return on a stock, that is ...

    http://www.investopedia.com/ask/answers/11/CFA-031511.asp
    ... According to the CAPM, the expected return on a stock, that is part of
    a portfolio, will depend on all of the following except: ...

  • Achieving Better Returns In Your Portfolio

    http://www.investopedia.com/articles/05/021705.asp
    ... Thus, beta, the relative volatility of an asset (or portfolio) to market movements
    was believed to explain most of a portfolio's return. ...

  • 3 Steps To A Profitable ETF Portfolio

    http://www.investopedia.com/articles/mutualfund/07/add_ETFs.asp
    ... Remember that more than 90% of a portfolio's return is determined by allocation
    rather than security selection and timing. Do not try to time the market. ...

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