Portfolio
A portfolio is the collection of all your investments.
Quick reference:
Can include: Shares, ETFs, Bonds and Cash. Purpose: Track the performance of your holdings.
Benefit: Organized risks and returns.
Expanded explanation:
Your portfolio is like your personal investment basket. It shows everything you own, whether that’s shares in big companies, ETFs that track an index, or even cash held aside. Investors use portfolios to manage risk by spreading investments around.
For beginners, thinking in terms of portfolio helps avoid putting all your money in one company. A balanced portfolio gives you exposure to different areas of the market, which can smooth out ups and downs
Related links + Articles: