A portfolio is a collection of investments or other assets owned by an individual or business. It’s typically comprised of stocks, bonds, mutual funds, real estate, cash equivalents and derivatives. A portfolio gives the investor a snapshot of the assets they hold, which allows them to track the performance of their assets and adjust their strategy if needed. The overall aim of portfolio management is to maximize returns while minimizing risk. Portfolio management also involves identifying potential opportunities for growth, managing taxes and keeping costs low. By understanding the composition of a portfolio, investors can make more informed decisions about their finances and investments.
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