411 REFERENCE · Wiktionary
Portfolioumsatz
Reference material by Wiktionary contributors. This retains its source identity and is not 411 news reporting.
German
Etymology
de :af Portfolio<t:portfolio> Umsatz<t:turnover/sales>
de Portfolio Umsatz portfolio turnover/sales
Pronunciation
de [pɔʁtˈfoːli̯oˌʔʊmzat͡s]
de Port fo lio um satz
Noun
m,,-e
de finance portfolio turnover the rate at which assets within a fund are bought and sold by the managers, usually expressed as a percentage
de Ein hoher Portfolioumsatz kann auf eine sehr aktive Handelsstrategie hindeuten, führt jedoch oft zu einer Erhöhung der steuerlichen Belastung. A high portfolio turnover may indicate a very active trading strategy, but it often leads to an increase in the tax burden.
de Passive Indexfonds zeichnen sich durch einen minimalen Portfolioumsatz aus, da Umschichtungen nur bei Änderungen in der Indexzusammensetzung erfolgen. Passive index funds are characterized by a minimal portfolio turnover, as reallocations only occur when there are changes in the index composition.
Declension
m,,-e
Synonyms
de Umschlagshäufigkeit turnover frequency
de Turnover-Rate turnover rate
Antonyms
de Buy-and-Hold-Strategie buy and hold strategy
Hypernyms
de Aktivitätskennzahl activity ratio
de Effizienzmaß efficiency measure
Coordinate terms
de Anlagevolumen the base on which the turnover is calculated
de Handelskosten the direct financial consequence of portfolio turnover
de Kapitalumschlag the broader economic equivalent to portfolio turnover
de Sorgfaltspflicht the duty to avoid excessive "churning" of the portfolio
de Verwaltungsgebühr fixed costs that exist independently of the turnover
Related terms
de umsetzen to turnover/convert
de Portfoliomanagement portfolio management
References
Portfolioumsatz
Portfolioumsatz