Portfolio Definitions

8/8/2019 Portfolio Definitions

1/16

` Names:

`Cashabamba Hernn

`Mora Andrs

5th Level U


2/16

` group of investments: all the investments held by

a person or organization` portfolio contents: the contents of a portfolio,

especially when they represent somebody's

creative work

` range of products: the complete range ofproducts or designs offered by a company


3/16

` Today, electronic portfolios are gaining popularity in:

` Schools

` Higher education

` Continuing professional development

` Job applications/professional advertisements

` Therapy groups

`

Assessment` Accreditation

` Recognition of prior learning (RPL)


4/16

` Portfolio assessment has become more

commonplace in schools because it allows

teachers to assess student development overperiods of time, sometimes across several years.


5/16

In finance, a portfolio is an appropriate

mix or collection of investments held byan institution or an individual.

Holding a portfolio is a part of an

investment and risk-limiting strategy

called diversification


6/16

` In building up an investment portfolio a financial

institution will typically conduct its own investment

analysis, whilst a private individual may make use

of the services of a financial advisor or a financialinstitution which offers portfolio management

services.


7/16

` Portfolio t i l i i t

t t i l i t rtf li , i t l f t rtf li r i i

iti .


8/16

` Many strategies have been developed to form a

portfolio.

` equally-weighted portfolio

` capitalization-weighted portfolio` price-weighted portfolio

` optimal portfolio (for which the Sharpe ratio is

highest)


9/16

` Some of the financial models used in the process ofValuation, stock selection, and management ofportfolios include:

` Maximizing return, given an acceptable level of risk`

Modern portfolio theorya model proposed by HarryMarkowitz among others` The single-index model of portfolio variance` Capital asset pricing model` Arbitrage pricing theory

` The Jensen Index` The TreynorIndex` The Sharpe Diagonal (orIndex) model` Value at risk model


10/16

` There are many different methods for calculating

portfolio returns. A traditional method has been

using quarterly or monthly money-weighted

returns.


11/16

` Performance Attribution explains the active

performance (i.e. the benchmark-relative

performance) of a portfolio.


12/16

` An electronic portfolio, also known as an e-

portfolio ordigital portfolio, is a collection of

electronic evidence assembled and managed by a

user, usually on the Web.


13/16

` There are three main types of e-portfolios,

although they may be referred to using different

terms:

` developmental (e.g., working),` reflective (e.g., learning), and

` representational (e.g., showcase).


14/16

` Create a file folder in which to file and save all professionaldocumentation (flyers from conferences, test scores, photos, anything!)

` Visit your nearest office supply store and buy the nicest faux leatherthree ring binder they offer.

`

Also, buy some plastic non-glare page protectors.` Sort through the papers and documents you've been saving.

` Begin placing the items into your page protectors in a logical order,starting with your resume first.

` Continue by adding test scores, training documentation, evaluations,and lesson plans in the front of your portfolio.

` Include photos of you with students where appropriate.` Add samples of student work as possible.` Complete the portfolio with copies all available letters of

recommendation.


15/16

` This is the time to count your stuff, so include anything that

demonstrates your skills and experience.

` You might also like to add a brief, typed explanation of your

educational philosophy.` Carry this portfolio with you to all interviews, job fairs, etc.


16/16

` Microsoft Encarta 2009. 1993-2008 Microsoft

Corporation. Reservados todos los derechos.

` Haag, S., Cummings, M., McCubbrey, D., Pinsonneault, A.,Donovan, R. (2006). Management Information Systems forthe Information Age. Building an E-portfolio(XLM-J). Toronto:Mcgraw-Hill

` http://net.educause.edu/ir/library/pdf/eqm0441.pdf

` http://www.metacafe.com/watch/4010645/making_e_portfolios_in_bb9/

Portfolio Definitions

Documents

Transcript of Portfolio Definitions