A collection of investments (stocks, bonds, real estate, etc.) owned by an individual or institution. In the context of FundCount, the portfolio is tracked for performance and compliance.
A curated lattice of positions whose interactions aim to spin raw exposures into a risk-return contour aligned with mandate and temperament. Individual securities contribute idiosyncratic pulse; correlations braid them into systemic rhythm. Strategic allocation fixes the long-term skeleton across asset groups, tactical views flex musculature around macro shifts, and dynamic hedges drape skin that thickens or thins with volatility regime changes.
Cash flows snake through the structure—dividends re-invest, coupons ladder, private-equity distributions seek fresh hosts—while rebalancing rules harvest mean-reversion or curb concentration drift. Success lies in achieving target outcomes net of taxes, slippage, and behavioural drag, proving that architecture matters as much as brick quality.
