Portfolio

Portfolio: Investors, in general, do not invest their entire savings in a single investment alternative.  Rather, they prefer to invest in a group of securities/investments.  This combination of all the investments is called the portfolio. Portfolio refers to ‘basket of assets’ or basket of investments’.  The assets/investments may be shares, bonds debentures or other assets.

A Portfolio is a combination of different investment assets mixed and matched for the purpose of achieving an investor’s goal(s). Items that are considered a part of your portfolio can include any asset you own-from shares, debentures, bonds, mutual fund units to items such as gold, art and even real estate etc. However, for most investors a portfolio has come to signify an investment in financial instruments like shares, debentures, fixed deposits, mutual fund units.

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