wfarkas (X) Jul 18, 2009:

"Optimised Returns Portfolio" In my opinion, you are probably OK with "Optimised Returns Portfolio", if the portfolio is structured towards achieving the best possible current market return (i. e. the portfolio's return essentially mirrors the market) as opposed to a portfolio the objective of which is maximizing absolute return (long-term stabilized return, which does not move in lockstep with the market).

Jo Bennett (asker) Jul 18, 2009:

Back to my original idea then?? So maybe I should sgo back to "Optimised Returns Portfolio" then?

wfarkas (X) Jul 17, 2009:

In this context (medium-to-high risk portfolio):
Ertrag = Kapitalertrag/Rendite (= return/yield)
Return/yield =(capital gains + investment income), expressed as a percentage of the capital invested.
Net pre-tax return = Return MINUS (expenses incurred to earn investment income + capital losses)
Income (regardless of whether interest/dividend/rental/royalties/etc.) is only a component of (total) return.

Ted Wozniak Jul 15, 2009:

income versus "yield" An "income" investment is generally in bonds and other interest-bearing securities or equities with a strong history of regular dividends (historically, utilities and some blue chips). The goal is to generate current interest or dividend income as opposed to capital gains through share price appreciation (which are just paper gains until the securities are sold). So whatever your final choice of wording, e.g. maximized, optimized, whatever, the idea of "income" is still central.

Jo Bennett (asker) Jul 15, 2009:

Ertragsoptimierte Portfolio 18:36 It's a "medium to high risk" option; maybe that helps.

wfarkas (X) Jul 15, 2009:

Ertragsoptimierte Portfolio It woud be helpful to see the composition of a model portfolio.