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What Is A Portfolio?: Money Market Accounts

A portfolio is a collection of different financial assets like stocks, bonds, currencies, and cash equivalents that are owned by an individual or managed by a financial professional. Portfolios can consist of publicly traded assets as well as private investments. Investors should construct a portfolio based on their risk tolerance and investment goals, and may have multiple portfolios for different purposes.

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16 views2 pages

What Is A Portfolio?: Money Market Accounts

A portfolio is a collection of different financial assets like stocks, bonds, currencies, and cash equivalents that are owned by an individual or managed by a financial professional. Portfolios can consist of publicly traded assets as well as private investments. Investors should construct a portfolio based on their risk tolerance and investment goals, and may have multiple portfolios for different purposes.

Uploaded by

Ashish Gondane
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as DOCX, PDF, TXT or read online on Scribd
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What Is a Portfolio?

A portfolio is a grouping of financial assets such as stocks, bonds,


commodities, currencies and cash equivalents, as well as their
fund counterparts, including mutual, exchange-traded and closed funds. A
portfolio can also consist of non-publicly tradable securities, like real estate,
art, and private investments. Money market accounts make full use of this
concept to function properly.

Portfolios are held directly by investors and/or managed by financial


professionals and money managers. Investors should construct an investment
portfolio in accordance with their risk tolerance and investing objectives.
Investors can also have multiple portfolios for various purposes. It all depends
on one's objectives as an investor. 

https://www.investopedia.com/terms/p/portfolio.asp

What Is Portfolio Management?


Portfolio management is the art and science of selecting and overseeing a
group of investments that meet the long-term financial objectives and risk
tolerance of a client, a company, or an institution.

Portfolio management requires the ability to weigh strengths and weaknesses,


opportunities and threats across the full spectrum of investments. The choices
involve trade-offs, from debt versus equity to domestic versus international
and growth versus safety

https://www.investopedia.com/terms/p/portfoliomanagement.asp

What Is a Portfolio Investment?


A portfolio investment is ownership of a stock, bond, or other financial asset
with the expectation that it will earn a return or grow in value over time, or
both. It entails passive or hands-off ownership of assets as opposed to direct
investment, which would involve an active management role.

Portfolio investment may be divided into two main categories:


 Strategic investment involves buying financial assets for their long-term
growth potential or their income yield, or both, with the intention of
holding onto those assets for a long time.
 The tactical approach requires active buying and selling activity in
hopes of achieving short-term gains.

https://www.investopedia.com/terms/p/portfolio-investment.asp

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