Definition of 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".

--

Davemanuel.com Articles That Mention Portfolio:

Sovereign Wealth Funds Worldwide - A Complete Guide to Every Major Fund

The Warren Buffett Investment That Went To Zero

How Tens of Millions of Canadians Own Shares in Tesla

Berkshire Hathaway Dumps Almost Half of Apple Stake

Melvin Capital vs WallStreetBets: How Retail Traders Took Down a Hedge Fund