ONTOLOGY EXPLORER
portfolio
<https://spec.edmcouncil.org/fibo/ontology/FND/OwnershipAndControl/Ownership/Portfolio>
プロパティと値
| プロパティ | 値 |
|---|---|
| type | Class |
| label | "portfolio" |
| subClassOf | Collection |
| subClassOf | _:c14n1212 |
| subClassOf | _:c14n213 |
| subClassOf | _:c14n2252 |
| subClassOf | _:c14n3366 |
| definition | "collection of holdings assembled and maintained as a unit for management purposes to achieve strategic objectives" |
| adaptedFrom | "http://www.investopedia.com/terms/h/holdings.asp"^^<http://www.w3.org/2001/XMLSchema#anyURI> |
| adaptedFrom | "http://www.investopedia.com/terms/p/portfolio.asp"^^<http://www.w3.org/2001/XMLSchema#anyURI> |
| explanatoryNote | "The holdings of any given portfolio may include a variety of investment products, including stocks, bonds and mutual funds to options, futures and exchange-traded funds, and relatively esoteric instruments such as private equity and hedge funds as well as other assets of the owner, such as interests in real estate, art, or vehicles. \n\nWith respect to financial assets, the number and nature of holdings contribute to the degree of diversification of a portfolio. A mix of stocks across different sectors, bonds of different maturities, and other investments would suggest a well-diversified portfolio, while concentrated holdings in a handful of stocks within a single sector indicates a portfolio with limited diversification." |