Definition of «investment portfolio»

An investment portfolio refers to a collection of assets held by an individual or institution with the goal of generating income and/or growth over time. These assets can include stocks, bonds, mutual funds, exchange-traded funds (ETFs), real estate, commodities, and other securities. The composition of an investment portfolio is carefully chosen based on factors such as risk tolerance, financial goals, and investment time horizon to create a balanced mix that aligns with the investor's overall strategy for achieving their desired outcomes. Regular monitoring and adjustments are made to optimize performance and ensure that the portfolio remains aligned with the investor’s objectives over time.

Sentences with «investment portfolio»

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