Portfolio
Financial glossary definition
Definition
The collection of all your investments, including stocks, bonds, mutual funds, ETFs, real estate, and other assets. A well-diversified portfolio balances risk and return across multiple asset classes.
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Related Terms
Asset Allocation
The strategy of dividing your investment portfolio among different asset classes (stocks, bonds, rea…
Bond
A fixed-income investment where you lend money to a government or corporation in exchange for regula…
Capital Gains
The profit earned when you sell an investment for more than you paid for it. Short-term capital gain…
Diversification
The practice of spreading investments across different asset classes, sectors, and geographies to re…
Dividend
A distribution of a company's earnings to its shareholders. Dividends provide regular income from st…
Dollar-Cost Averaging (DCA)
An investment strategy where you invest a fixed amount at regular intervals regardless of market con…