Definition
Portfolio
What is a "portfolio" as it applies to the world of investing? What is the definition of the term "portfolio"?
A "portfolio" is an assortment of different investments that an individual or company (such as a mutual fund) owns.
For instance - let's say that you and your significant other own an assortment of different equities, ranging from Apple to Microsoft to Dell. You also own a number of government savings bonds.
These equities and bonds make up your overall investment "portfolio".
If somebody asks you - "what are you holding in your portfolio?" - they are asking you about the entirety of your investments. For instance, you may respond "I own a couple of stocks, including Apple and Microsoft, as well as some mutual funds and a large amount of cash." These various assets, including the stocks, cash and mutual funds, make up your "portfolio".
For instance - let's say that you and your significant other own an assortment of different equities, ranging from Apple to Microsoft to Dell. You also own a number of government savings bonds. These equities and bonds make up your overall investment "portfolio".
If somebody asks you - "what are you holding in your portfolio?" - they are asking you about the entirety of your investments. For instance, you may respond "I own a couple of stocks, including Apple and Microsoft, as well as some mutual funds and a large amount of cash." These various assets, including the stocks, cash and mutual funds, make up your "portfolio".
Articles about portfolio
- A Look at Elizabeth Warren's Investment Portfolio Dec 13, 2019
- Charles Schwab Throws Hat Into Automated Investment Ring With "Intelligent Portfolios" Mar 11, 2015
- A Look at Bill Ackman's Portfolio As Of September 30th, 2014 Nov 17, 2014
- If You Want Your Portfolio to Outperform, Become a Member of Congress Jan 8, 2012