change in portfolio

USAGE SUMMARY

The phrase "change in portfolio" is correct and usable in written English.
It can be used when discussing modifications or adjustments made to a financial portfolio or collection of investments. Example: "The recent change in portfolio reflects our strategy to diversify our investments and reduce risk."

✓ Grammatically correct

News & Media

Science

Human-verified examples from authoritative sources

Exact Expressions

6 human-written examples

The change in portfolio has made Apple an unusual figure in Washington.

The New Yorker

The study labels a fund a copycat if the change in portfolio weights in two or more consecutive periods match by at least 75%.

The Economist

The Socialist leader in the parliament, Martin Schulz, said he wanted a "complete change in portfolio for Mr Buttiglione" as the price for not voting down Mr Barroso's entire team.

The Economist

Window dressing is a temporary change in portfolio designed to produce a more appealing report to regulators or to the public.

The Quarterly Review of Economics and Finance

What dynamic drives the sort of change in portfolio allocation identified in these data?

F1000Research

In weighing costs and benefits of the large change in portfolio allocation at NIH (i.e., progressively underweighting the R01 component), the long-term effects on US health are little discussed.

F1000Research

Human-verified similar examples from authoritative sources

Similar Expressions

54 human-written examples

They estimated trading costs by looking at changes in portfolio holdings (which are revealed every quarter), checking the bid-ask spreads for the stocks concerned and making an allowance for the price impact of trades.Relying on portfolio-turnover statistics is not sufficient.

The Economist

Federal regulations require a daily valuation process, called marking to market, which subsequently adjusts the fund's per-share price to reflect changes in portfolio (asset) value.

Forbes

While the Markov specification cannot really describe processes in the long run, it may be useful for adequately describing short-run changes in portfolio risk.

Journal of Empirical Finance

In addition to the changes in portfolios, the pace of foreigners' direct investment in the United States has slowed.

The New York Times

Another advantage is that E.T.F.'s are fairly transparent, allowing investors to learn within days of changes in portfolios, far quicker than the quarterly or semiannual disclosures available to investors in mutual funds.

The New York Times

Expert writing Tips

Best practice

When discussing investment strategies, specify the type of "change in portfolio" you're implementing, such as diversification, rebalancing, or sector rotation, to provide clarity and context.

Common error

Avoid vague statements like "We made a change in our portfolio". Instead, detail the specific assets added, reduced, or reallocated to provide a clear understanding of the portfolio's evolution.

Linguistic Context

The phrase "change in portfolio" functions primarily as a noun phrase, often acting as the subject or object of a sentence. As Ludwig AI suggests, it signifies an alteration or modification within a collection of investments or responsibilities.

Expression frequency: Uncommon

Frequent in

News & Media

53%

Science

35%

Formal & Business

12%

Less common in

Wiki

0%

Encyclopedias

0%

Reference

0%

Ludwig's WRAP-UP

The phrase "change in portfolio" is a common term used to describe modifications or adjustments made to an investment strategy or collection of assets. Ludwig AI indicates that the phrase is grammatically correct and well-suited for formal and professional contexts, particularly in the realms of business, finance, science, and news. While the phrase itself is straightforward, it's important to provide specific details about the nature of the changes for clarity. Consider using related phrases like "portfolio adjustment" or "shift in portfolio allocation" to add nuance to your writing. Remember to avoid overgeneralizations and to specify the assets added, reduced, or reallocated when discussing portfolio changes.

More alternative expressions

Phrases that express similar concepts, ordered by semantic similarity:

portfolio adjustment

This alternative directly replaces "change" with "adjustment", emphasizing a deliberate modification.

portfolio modification

This term suggests a more formal or significant alteration to the portfolio's structure.

shift in portfolio allocation

This phrase focuses on the redistribution of assets within the portfolio.

alteration in portfolio composition

This highlights a change in the mix of elements that constitute the portfolio.

revision of portfolio holdings

This emphasizes a review and subsequent alteration of the assets held within the portfolio.

restructuring of portfolio assets

This suggests a more significant and strategic reorganization of the portfolio's assets.

reshaping of portfolio investments

This alternative highlights the act of changing the form or nature of investments within the portfolio.

transformation of portfolio strategy

This focuses on a fundamental change in the approach or plan governing the portfolio.

evolution of portfolio makeup

This term emphasizes a gradual and natural development or change in the portfolio's constitution.

variation in portfolio distribution

This highlights a change in how the portfolio's assets are spread across different categories.

FAQs

How can I describe a "change in portfolio" in simpler terms?

You can use phrases like "portfolio adjustment", "portfolio modification", or "shift in portfolio allocation" to convey a "similar meaning".

What triggers a "change in portfolio"?

Changes can be triggered by various factors including market fluctuations, shifts in investment goals, new financial information, or a desire to reduce risk or increase returns.

Is "change in portfolio" the same as "portfolio turnover"?

No, "change in portfolio" refers to any modification to the assets within a portfolio, while "portfolio turnover" specifically measures the percentage of a portfolio's holdings that are replaced during a set period.

When is it necessary to make a "change in portfolio"?

It's often necessary to re-evaluate and potentially make a "change in portfolio" when your financial goals evolve, when the market experiences significant shifts, or when you identify underperforming assets. Regular reviews can help ensure your investments align with your objectives.