Holdings
Holdings refer to the financial assets within an investor’s portfolio. These can encompass a range of instruments, such as stocks, bonds, derivatives, commodities, and currencies. Essentially, holdings represent ownership or investment positions, reflecting the total mix of assets held at a given time. They vary based on strategy—stocks for growth, bonds for stability, or derivatives for hedging. Tracking holdings helps assess value, risk, and performance, forming the backbone of financial planning and portfolio management for individuals or firms alike.
Related Terms
Index Futures
Index futures are derivative contracts tied to an underlying index, such as Nifty Bank, Finnifty,...
EBITDA
EBITDA stands for Earnings Before Interest, Taxes, Depreciation, and Amortization. It is a financial metric...
Consolidated Financial Statements
A consolidated financial statement is a comprehensive record that combines the financial information of a...
Company Debentures
A debenture is a type of debt instrument that companies issue to raise funds. In...
Debt To Equity Ratio
The Debt to Equity Ratio (D/E) is a financial metric that helps assess a company's...
Expense Ratios Direct
Direct mutual fund plans have a lower expense ratio compared to regular plans because they...
