Portfolio
Definition
What is Portfolio?
The complete collection of investments owned by an investorA person or organisation that commits capital with the expectation of a financial return. or managed under one mandate.
Example in practice
How This Looks in Practice
A portfolio may contain shares, bonds, cash, propertyLand and buildings held for use, rent, development, or capital appreciation., and private investments.
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Related Terms
Portfolio Construction
The process of selecting and combining investments to meet return, risk, liquidity, and time-horizon objectives.
Portfolio ConstructionStrategic Asset Allocation
A long-term target mix of asset classes based on an investor's objectives and constraints.
Portfolio ConstructionTactical Asset Allocation
A temporary deviation from long-term asset weights to exploit perceived opportunities or manage risk.
Portfolio AnalyticsCorrelation
A statistic ranging from minus one to plus one that describes how two return series move together.