What is a portfolio? A portfolio is a leather bag, a type of briefcase. No, seriously, 10 Wealth Insight September 2021that’s true. The original meaning of the word is simply a bag designed to carry documents in. It became associated with investments because, in the early twentieth century, stockbrokers would keep each client’s share certificates in a separate portfolio. From there, the word gradually came to mean any kind of collection of documents. In finance, it specifically came to mean the investments held by an investor.
That’s the broad meaning. The word is used in investing with many slightly different connotations. It could simply mean all the investments you have – your complete asset base. It could mean one specific type of asset class, as in your mutual funds being a fund portfolio and your stocks being your equity portfolio. That’s a split by what is in the portfolio. It could also be by a goal, as in your retirement portfolio or your children’s education portfolio.
Continue reading your story on the app
Continue reading your story in the magazine
What drives free cash flows
...and how to use this understanding to pick winning stocks
Economic policy sans economics
Sound economic policymaking demands healthy regard for technical expertise
A digital push
The advent of tech-driven discount brokers has disrupted the industry.Here is a promising stock to profit from this trend.
What's the logic?
In times of crisis, revisiting the investing thesis can be reassuring. What if there is none?
'The medium-term view has turned cautious'
The medium-term view has turned cautious due to valuations moving higher, while the long-term view on equity remains positive.
'Temper down expectations in the near term'
Corporate India is exiting from COVID-19 pandemic stronger than it entered into it. However, the key question is how much of this is already priced in.
Conviction For Sale
Have you heard of this service we have where you can buy conviction? No? That’s because conviction about investments is something you have to create yourself.
Equity Asset Allocation Through ETFs
ETFs can be added to your portfolio to complement the active counterparts and build a diversified portfolio
Soft skills in investing
The most interesting takeaways from Morgan Housel’s book ‘The Psychology of Money’
The ethanol opportunity
Thanks to the government-mandated blending of petrol with ethanol, ethanol manufacturers are in a favourable position. Here is a promising stock to profit from this theme.