Portfolioumsatz

German

Etymology

Portfolio (“portfolio”) +‎ Umsatz (“turnover/sales”)

Pronunciation

  • IPA(key): [pɔʁtˈfoːli̯oˌʔʊmzat͡s]
  • Hyphenation: Port‧fo‧lio‧um‧satz

Noun

Portfolioumsatz m (strong, genitive Portfolioumsatzes, plural Portfolioumsatz-e)

  1. (finance) portfolio turnover (the rate at which assets within a fund are bought and sold by the managers, usually expressed as a percentage)
    Ein hoher Portfolioumsatz kann auf eine sehr aktive Handelsstrategie hindeuten, führt jedoch oft zu einer Erhöhung der steuerlichen Belastung.
    A high portfolio turnover may indicate a very active trading strategy, but it often leads to an increase in the tax burden.
    Passive Indexfonds zeichnen sich durch einen minimalen Portfolioumsatz aus, da Umschichtungen nur bei Änderungen in der Indexzusammensetzung erfolgen.
    Passive index funds are characterized by a minimal portfolio turnover, as reallocations only occur when there are changes in the index composition.

Declension

Declension of Portfolioumsatz [masculine, strong]
singular plural
indef. def. noun def. noun
nominative ein der Portfolioumsatz die Portfolioumsatz-e
genitive eines des Portfolioumsatzes der Portfolioumsatz-e
dative einem dem Portfolioumsatz, Portfolioumsatze1 den Portfolioumsatz-en
accusative einen den Portfolioumsatz die Portfolioumsatz-e

1Now rare, see notes.

Synonyms

Antonyms

  • Buy-and-Hold-Strategie (buy and hold strategy)

Hypernyms

  • Aktivitätskennzahl (activity ratio)
  • Effizienzmaß (efficiency measure)

Coordinate terms

  • Anlagevolumen (the base on which the turnover is calculated)
  • Handelskosten (the direct financial consequence of portfolio turnover)
  • Kapitalumschlag (the broader economic equivalent to portfolio turnover)
  • Sorgfaltspflicht (the duty to avoid excessive "churning" of the portfolio)
  • Verwaltungsgebühr (fixed costs that exist independently of the turnover)

References

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