portfolio analysis


A process used to assess the suitability of a portfolio of securities or businesses relative to its expected investment return and its correlation to the risk tolerance of an investor seeking the optimal trade-off between risk and return. An analysis conducted at regular intervals enables the investor to make the necessary adjustments in the portfolio's allocation of different investment classes according to changing market conditions or changes in his own circumstances.

Use portfolio analysis in a sentence

My broker and I spent the morning going over my portfolio analysis before coming to some conclusions about my investments.

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The men scheduled a meeting for later this week to discuss the portfolio analysis for their latest purchase of a smaller company.

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Understanding that different investing goals require different levels of risk tolerance, I undergo portfolio analysis with my financial advisor at least twice a year to ensure that I have the right balance between risk and return for each goal.

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