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.
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