a total portfolio

USAGE SUMMARY

The phrase "a total portfolio" is correct and usable in written English.
It can be used when referring to the complete collection of investments or assets held by an individual or organization. Example: "To assess the overall performance of our investments, we need to analyze a total portfolio, including stocks, bonds, and real estate."

✓ Grammatically correct

News & Media

Science

Formal & Business

Human-verified examples from authoritative sources

Exact Expressions

10 human-written examples

We are like a broker looking at a total portfolio".

The New York Times

The amounts are small, about $12 million, out of a total portfolio of about $154 billion.

The New York Times

The lessors up for sale own a total portfolio of more than 1,800 planes, valued at about $57 billion.

The New York Times

We have a total portfolio worth about $2.6 billion, mostly in the Netherlands, and we manage our own portfolio, so it's a lot to manage.

The New York Times

Morgan Stanley is recommending that an investor with a moderate appetite for risk allocate 16percentt of a total portfolio to cash, up from a recommendation of 5percentt cash in more certain times.

The New York Times

The Pennsylvania Public School Employees Retirement Systemm issued a statement citing "the current troubles at Putnam Investments" as its reason for withdrawing its money, about $1 billion out of a total portfolio of $43.5 billion.

The New York Times

Human-verified similar examples from authoritative sources

Similar Expressions

46 human-written examples

On the flip side, when a portfolio company's valuation grows to a level where it represents a significant proportion of a VC's total portfolio value, it may make sense for the VC to begin taking some or all of their chips off the table via secondary offerings.

TechCrunch

Broadbent reported the corporation made new investments of $484m million during the financial year and "has continued to grow and diversify its portfolio, to a total committed portfolio of approximately $1.2bn as at 30 June 2015".

The Guardian

That will drive up the number of bad loans, in some cases to as much as 1percentt of a lender's total portfolio.

The New York Times

To date, the fourteen startups have a raised a total of $13.9 million (about a third of its total portfolio) — not including Rock Health's investment.

TechCrunch

Nonperforming loans in Spain rose to 5.1 percent of the bank's total portfolio, a slight increase from the period in 2010.

The New York Times

Expert writing Tips

Best practice

When discussing investment strategies, clarify the specific types of assets included in "a total portfolio" to provide a clear understanding of its composition.

Common error

Avoid assuming that "a total portfolio" is inherently diversified. Explicitly state the diversification strategy and the allocation across different asset classes to prevent misinterpretations.

Linguistic Context

The phrase "a total portfolio" functions primarily as a noun phrase, acting as the subject or object in a sentence. As Ludwig AI indicates, the phrase is grammatically correct and widely used to refer to a complete collection of investments or assets.

Expression frequency: Common

Frequent in

News & Media

33%

Science

33%

Formal & Business

34%

Less common in

Academia

0%

Encyclopedias

0%

Wiki

0%

Ludwig's WRAP-UP

The phrase "a total portfolio" is a grammatically correct and frequently used noun phrase referring to the complete set of investments or assets held by an individual or organization. Ludwig AI confirms its validity, noting its common application in finance and business. As the examples show, it appears most often in news media, scientific, and business contexts. When writing about finance or investment, ensure you use precise language and consider defining the types of assets within "a total portfolio" for clarity. Alternatives include "an entire portfolio" or "a complete portfolio".

More alternative expressions

Phrases that express similar concepts, ordered by semantic similarity:

an entire portfolio

Replaces "total" with "entire", emphasizing completeness.

a complete portfolio

Substitutes "total" with "complete", highlighting the inclusion of all components.

the overall portfolio

Focuses on the portfolio as a whole, using "overall" to describe its scope.

the aggregate portfolio

Uses "aggregate" to indicate the combined value or content of the portfolio.

a comprehensive portfolio

Emphasizes the thoroughness and breadth of the portfolio with "comprehensive".

the full range of investments

Replaces "portfolio" with a more descriptive phrase, specifying investments.

the entire collection of assets

Breaks down the phrase, using "collection of assets" instead of "portfolio".

a consolidated holding

Uses "consolidated holding" to suggest a unified and managed set of assets.

the sum of all holdings

Focuses on the additive nature of the portfolio's components.

a unified investment strategy

Shifts the focus to the strategy behind the portfolio, implying a cohesive approach.

FAQs

How can I use "a total portfolio" in a sentence?

You might say, "We analyzed "a total portfolio" to assess risk and potential returns" or "The value of "a total portfolio" is influenced by market fluctuations".

What's a good alternative to "a total portfolio"?

Depending on the context, you could use phrases like "an entire portfolio", "a complete portfolio", or "the overall portfolio".

How does "a total portfolio" differ from individual investments?

"A total portfolio" refers to the entire collection of an investor's assets, whereas individual investments are the specific components within that portfolio. Evaluating "a total portfolio" provides a holistic view of financial health, as opposed to examining isolated assets.

Why is it important to consider "a total portfolio" when making investment decisions?

Considering "a total portfolio" allows investors to understand the overall risk exposure and diversification level, ensuring that investment decisions align with their financial goals and risk tolerance. It provides a comprehensive view beyond individual asset performance.