tilted portfolio

Definition

An investment strategy that is similar to both active management and passive management. This technique doesn't just passively imitate the components of a particular index, but instead focuses on a specific factor and uses that to influence investment decisions. Influential factors could include the actions of a given sector, or the movement of interest rates.

Use tilted portfolio in a sentence

The tilted portfolio strategy was an effective and delicate balance between expending too much energy, effort, and resources, and too little.

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Although he seemed to be making money overall, the balance of his dividend-centric tilted portfolio made little sense to my investment advisor and I.

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The tilted portfolio of the investor relied heavily on specific factors involving management actions and movement of interest rates specifically, instead of focusing on the investment as a whole.

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