# Portefeuille (portfolio)

- Canonical URL: https://www.gerhardmerk.de/portefeuille-portfolio
- Post ID: 592213
- Modified: 2023-07-25T21:12:48+00:00
- Language: en

## Definition

Sum of all assets - including precious metals and real estate - held by an economic entity (the total of investments held by an institution or an individual). - In a narrower sense, the total of securities held by an economic entity and usually managed by a bank; in German often also called Depot, more rarely Basket. - In Germany, since around 1990, the English term "portfolio" with the plural "portfolios" and "portfolien" has replaced the French term "portefeuille" which had been used until then. - See custody account, epuration, investment, portfolio insurance, assets. - Cf. Monthly Report of the Deutsche Bundesbank of July 2004, p. 36 (for the composition of portfolios of German private individuals). Attention: The financial encyclopedia is protected by copyright and may only be used for private purposes without express consent! University Professor Dr. Gerhard Merk, Dipl.rer.pol., Dipl.rer.oec. Professor Dr. Eckehard Krah, Dipl.rer.pol. E-mail address: info@ekrah.com https://de.wikipedia.org/wiki/Gerhard_Ernst_Merk https://www.jung-stilling-gesellschaft.de/merk/ https://www.gerhardmerk.de/

## Machine-readable

- Generator: Merk Knowledge 1.1.1