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Portfolio

AnalyticsTrade Team
AnalyticsTrade Team Last updated on 26 Apr 2023

Table of Contents

Portfolio

A portfolio is a collection of investments, such as stocks, bonds, mutual funds, and other financial instruments. It is typically managed by an individual or a professional investment manager. The purpose of a portfolio is to diversify investments and reduce risk by spreading investments across different asset classes. A portfolio can also be used to achieve a particular investment goal, such as capital appreciation or income generation.

History of the Term

The term โ€œportfolioโ€ was first used in the early 1700s by Italian economist and statesman Antonio Genovesi. He used the term to refer to a collection of investments held by a person or institution. The term was later popularized by British economist John Maynard Keynes, who used it to describe a collection of investments held by an individual or institution.

Comparison Table

Investment Type Risk Level Return Potential
Stocks High High
Bonds Low Low
Mutual Funds Medium Medium

Summary

A portfolio is a collection of investments, such as stocks, bonds, mutual funds, and other financial instruments. It is typically managed by an individual or a professional investment manager. The purpose of a portfolio is to diversify investments and reduce risk by spreading investments across different asset classes. For more information about portfolios, you can visit websites such as Investopedia, The Balance, and Morningstar.

See Also

  • Asset Allocation
  • Diversification
  • Risk Management
  • Investment Strategy
  • Portfolio Management
  • Portfolio Theory
  • Modern Portfolio Theory
  • Portfolio Optimization
  • Portfolio Performance Measurement
  • Portfolio Rebalancing

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