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Investment

ポートフォリオ回転率とは?

ポートフォリオ回転率 A measure of the rate at which assets within a portfolio are bought and sold over a specified period, typically expressed as a percentage of average portfolio value.

Source: CFA Institute, IFRS Foundation, FASB (GAAP), Basel III Framework

How is “ポートフォリオ回転率” Used in Practice?

ポートフォリオ回転率が高いと取引コストや税負担が増え、純利益率に影響を与える可能性がある。

Certification Exam Relevance

CFAACCAFRM

Who Needs to Know This Term?

  • Financial Analysts
  • Bankers
  • Traders

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Frequently Asked Questions

ポートフォリオ回転率とは?

A measure of the rate at which assets within a portfolio are bought and sold over a specified period, typically expressed as a percentage of average portfolio value.

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