portfolio assumed

简明释义

承担未满期责任

英英释义

例句

1.The financial analyst reviewed the risks associated with the portfolio assumed by the investment firm.

金融分析师审查了投资公司所承担的投资组合相关风险。

2.The portfolio assumed by the company included a mix of stocks and bonds.

公司所承担的投资组合包括股票和债券的组合。

3.In her presentation, she explained how the portfolio assumed could impact future returns.

在她的演示中，她解释了如何影响未来收益的假定投资组合。

4.The consultant provided insights on the portfolio assumed during the strategy meeting.

顾问在战略会议上提供了关于假定投资组合的见解。

5.He adjusted the portfolio assumed to better align with his risk tolerance.

他调整了假定的投资组合以更好地符合他的风险承受能力。

作文

In the world of finance and investment, the term portfolio assumed refers to the specific collection of assets that an investor or a fund manager has chosen to hold in their investment portfolio. This selection is not random; rather, it is based on a strategic analysis of various factors including risk tolerance, market conditions, and investment goals. Understanding how a portfolio assumed is constructed can significantly impact an investor's success in achieving their financial objectives.When an investor decides to build a portfolio assumed, they typically begin by assessing their financial situation and determining their investment horizon. This involves evaluating how much capital they are willing to invest and how long they plan to keep their money invested. For instance, a young investor with a long time horizon may choose to take on more risk by investing in stocks, while an older investor nearing retirement may prefer a more conservative approach, focusing on bonds or dividend-paying stocks.Once the investor has established their risk profile, they will select various assets to include in their portfolio assumed. This selection process requires careful consideration of asset classes, such as equities, fixed income, real estate, and commodities. Each asset class has its own risk-return characteristics, and diversifying across different asset classes can help mitigate risk. For example, during periods of economic downturn, stocks may perform poorly, but bonds might offer stability and income.Another important factor in creating a portfolio assumed is the concept of asset allocation. Asset allocation involves dividing an investment portfolio among different asset categories to optimize the balance between risk and return. Investors often use historical data and market trends to guide their decisions on how to allocate their resources effectively. A well-balanced portfolio assumed can withstand market volatility and provide steady returns over time.Moreover, investors must regularly review and adjust their portfolio assumed to ensure it aligns with their changing financial goals and market conditions. This process, known as rebalancing, involves selling off assets that have performed well and reinvesting in those that may be undervalued. By doing so, investors can maintain their desired level of risk and continue to work towards their financial objectives.The importance of understanding the concept of portfolio assumed cannot be overstated. It is essential for both novice and experienced investors alike. A well-constructed portfolio assumed not only helps in achieving financial goals but also provides a sense of security and peace of mind. Knowing that one’s investments are diversified and strategically allocated can alleviate the stress associated with market fluctuations.In conclusion, the term portfolio assumed encompasses a critical aspect of investment strategy. It represents the thoughtful assembly of various assets tailored to meet an investor's unique financial situation and objectives. By mastering the principles behind constructing a portfolio assumed, investors can enhance their chances of achieving long-term financial success and stability. Therefore, continuous education and awareness regarding investment strategies and market dynamics are vital for anyone looking to navigate the complex world of finance effectively.

在金融和投资的世界中，术语portfolio assumed指的是投资者或基金经理选择持有的特定资产集合。这个选择并不是随机的，而是基于对各种因素的战略分析，包括风险承受能力、市场条件和投资目标。理解如何构建一个portfolio assumed能够显著影响投资者实现其财务目标的成功。当投资者决定建立一个portfolio assumed时，他们通常会先评估自己的财务状况并确定投资期限。这涉及到评估他们愿意投资的资本金额以及他们计划保持投资的时间。例如，一位年轻的投资者如果有较长的投资期限，可能会选择承担更多风险，投资于股票，而一位临近退休的老年投资者则可能更倾向于保守的策略，专注于债券或支付股息的股票。一旦投资者建立了他们的风险概况，他们将选择各种资产来包含在他们的portfolio assumed中。这个选择过程需要仔细考虑资产类别，例如股票、固定收益、房地产和商品。每种资产类别都有其自身的风险回报特征，跨不同资产类别进行多样化可以帮助降低风险。例如，在经济衰退期间，股票可能表现不佳，但债券可能提供稳定性和收入。创建portfolio assumed的另一个重要因素是资产配置的概念。资产配置涉及将投资组合分配到不同资产类别之间，以优化风险和回报之间的平衡。投资者通常利用历史数据和市场趋势来指导他们如何有效地分配资源。一个良好平衡的portfolio assumed能够承受市场波动，并随着时间的推移提供稳定的回报。此外，投资者必须定期审查和调整他们的portfolio assumed，以确保它与他们不断变化的财务目标和市场条件保持一致。这个过程被称为再平衡，它涉及出售表现良好的资产并重新投资于可能被低估的资产。通过这样做，投资者可以保持所需的风险水平，并继续朝着他们的财务目标努力。理解portfolio assumed这一概念的重要性不容小觑。它对新手和经验丰富的投资者都是至关重要的。一个构建良好的portfolio assumed不仅有助于实现财务目标，还提供了一种安全感和内心的平静。知道自己的投资是多样化的并且经过战略性配置，可以减轻与市场波动相关的压力。总之，术语portfolio assumed涵盖了投资策略的一个关键方面。它代表了根据投资者独特的财务状况和目标而精心组装的各种资产。通过掌握构建portfolio assumed背后的原则，投资者可以提高实现长期财务成功和稳定的机会。因此，对于任何希望有效应对复杂金融世界的人来说，持续的教育和对投资策略及市场动态的关注都是至关重要的。