What is Portfolio?
A portfolio is the collection of all your investments, such as stocks, bonds, funds and cash.
Why it matters
Think about the portfolio as a whole, not each holding in isolation: what matters is the overall risk, mix and costs.
Portfolio
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What Is Diversification? Don’t Put All Your Eggs in One Basket
Related terms
Asset Allocation
Asset allocation is how you divide your investments among broad categories such as stocks,…Diversification
Diversification is spreading your money across many different investments so that no…Rebalancing
Rebalancing is periodically buying and selling to bring your portfolio back to its target…Total Return
Total return is the full gain or loss from an investment, including price change plus…General education, not investment, tax or legal advice. Read our disclosures.