Difference between revisions of "Portfolio"

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Latest revision as of 11:28, 18 March 2024

Definition

Portfolio. A (financial) portfolio is collection of investments (financial assets) such as stocks, bonds and cash equivalents, as well as mutual funds, loans or other credit products. It is a grouping of assets.

Assets in an efficient portfolio yield the same rate of return, as estimated by the manager, corrected for Risk.