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Ch 5: Modern Portfolio Concepts, Part 1 (p.170-182)
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Terms in this set (12)
portfolio
a collection of investments assembled to meet one or more investment goals
growth-oriented portfolio
a portfolio whose primary objective is long-term price appreciation
income-oriented portfolio
a portfolio that is designed to produce regular dividends and interest payments
efficient portfolio
a portfolio that provides the highest return for a given level of risk
correlation
a statistical measure of the relationship, if any, between series of numbers representing data of any kind
positively correlated
describes two series that move in the same direction
negatively correlated
describes two series that move in opposite direction
uncorrelated
describes two series that lack any relationship or interaction and therefore have a correlation coefficient of close to zero
correlation coefficient
a measure of the degree of correlation between two series
perfectly positively correlated
describes two positively correlated series that have a correlation coefficient of 1
perfectly negatively correlated
describes two negatively correlated series that have a correlation coefficient of -1
diversification
the inclusion of a number of different investment vehicles in a portfolio to increase returns or reduce risk
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