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PORTFOLIO HOLDINGS [6 records]

Record 1 2011-01-05

English

Subject field(s)
  • Stock Exchange
  • Investment
CONT

A laddered portfolio is comprised of several bonds, each with a successively longer term to maturity. For instance, in a 10-year laddered portfolio, [the investor] might purchase bonds that mature in one, two, three, four, five, six, seven, eight, nine and 10 years. When the first bond matures at the end of year one, [the investor] would reinvest in a bond that matures in ten years – and continue doing this every year. Each position in the portfolio is usually the same size as the next, with intervals between maturity dates roughly equal.

CONT

As the name suggests, a laddered bond portfolio is made up of several fixed income holdings,... Bonds close to maturity are reinvested back out at the long end(i. e. at the top of the "ladder") which will result in continuous rolling of the portfolio.

French

Domaine(s)
  • Bourse
  • Investissements et placements
CONT

Le principe est simple : en investissant des montants égaux dans cinq émissions d'obligations venant à échéance dans un, deux, cinq, sept et neuf ans respectivement, [l'investisseur crée] un portefeuille échelonné d'obligations dont le terme moyen jusqu'à l'échéance est de cinq ans.

Spanish

Save record 1

Record 2 2007-06-07

English

Subject field(s)
  • Real Estate
CONT

The ACM [Asset and Contract Manager] is responsible for one AFD [Alternate Forms of Delivery] contract portfolio having a mix of real property holdings for which asset management plans provide a context for provision of a productive work environment, asset integrity and a reasonable return on investment.

French

Domaine(s)
  • Immobilier
CONT

Le GBM [gestionnaire des biens et des marchés] est responsable du portefeuille de contrats d'AFPS [Autres formes de prestation des services], composé d'un éventail d'avoirs immobiliers à l'égard desquels les plans de gestion des biens pourvoient un contexte pour l'aménagement d'un milieu de travail productif, l'intégrité des biens et un rendement raisonnable sur les investissements.

Spanish

Save record 2

Record 3 2000-11-27

English

Subject field(s)
  • Investment
  • Stock Exchange
CONT

Balanced Funds-whose main investment objectives are a mixture of safety, income and capital appreciation. These objectives are sought through a balanced portfolio of fixed income securities for stability and income, plus a broadly diversified group of common stock holdings for diversification, dividend income and growth potential.

French

Domaine(s)
  • Investissements et placements
  • Bourse
CONT

Les fonds équilibrés [...] dont les principaux objectifs de placement combinent la sécurité, le revenu et la plus-value du capital. Le fonds cherche à atteindre ces objectifs au moyen d'un portefeuille équilibré composé de valeurs à revenu fixe pour la stabilité et le revenu et d'un ensemble très diversifié d'actions ordinaires pour la diversification, le revenu de dividende et la plus-value du capital.

Key term(s)
  • fonds balancé

Spanish

Save record 3

Record 4 1991-11-14

English

Subject field(s)
  • Investment
  • Stock Exchange
CONT

Specialty funds-are those which concentrate portfolio holdings on shares of a group of companies in one industry, in one geographic location or in one segment of the capital market. While still offering some diversification in their portfolios, they are more vulnerable to swings in the industry in whose shares they specialize or, if they have a portfolio of foreign securities, in currency values.

French

Domaine(s)
  • Investissements et placements
  • Bourse
CONT

Les fonds spécialisés (...) dont les placements sont concentrés sur les actions d'un groupe de compagnies d'un même secteur industriel, d'une même région ou d'un même secteur du marché des capitaux. Bien que leur portefeuille présente un certain degré de diversification, ils sont plus vulnérables aux fluctuations cycliques du secteur industriel en question ou, s'ils ont un portefeuille composé de titres étrangers, à la valeur des monnaies.

Spanish

Save record 4

Record 5 1990-05-02

English

Subject field(s)
  • Investment

French

Domaine(s)
  • Investissements et placements

Spanish

Save record 5

Record 6 1989-10-30

English

Subject field(s)
  • Investment
  • Stock Exchange
CONT

Balanced funds-whose main investment objectives are a mixture of safety, income and capital appreciation. These objectives are sought through a balanced portfolio of fixed income securities for stability and income, plus a broadly diversified group of common stock holdings for diversification, dividend income and growth potential.

French

Domaine(s)
  • Investissements et placements
  • Bourse
CONT

Les fonds équilibrés (...) dont les principaux objectifs de placement combinent la sécurité, le revenu et la plus-value du capital. Le fonds cherche à atteindre ces objectifs au moyen d'un portefeuille équilibré composé de valeurs à revenu fixe pour la stabilité et le revenu et d'un ensemble très diversifié d'actions ordinaires pour la diversification, le revenu de dividendes et la plus-value du capital.

Spanish

Save record 6

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