Definition of «equity portfolio»

An equity portfolio refers to a collection of stocks or shares in various companies that an investor holds as part of their overall investment strategy. The goal of such a portfolio is typically to achieve long-term capital growth by holding a diverse range of assets, with the potential for high returns over time. An equity portfolio can include holdings in both domestic and international companies across different sectors and industries, providing exposure to various economic cycles and opportunities for growth. The performance of an equity portfolio is generally measured against benchmark indices or other relevant market indicators, with the aim of outperforming these over time through active management and careful selection of investments.

Sentences with «equity portfolio»

  • Traditional high - yielding stocks may not play proper defense in equity portfolios as interest rates rise. (blackrock.com)
  • The 5 - year half - life was chosen to match the 5 - year expectation period of equity portfolios. (researchaffiliates.com)
  • He is a member of the firm's global equity portfolio management team. (mfs.com)
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