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Portfolio

The complete collection of investments you hold — stocks, bonds, cash, and other assets together.

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A portfolio is the total set of financial assets an investor or trader holds. It can include stocks, bonds, ETFs, options, cash, real estate investment trusts (REITs), and any other securities.

Portfolio management involves balancing risk and return across positions. The correlation between assets matters: holding assets that move together offers little diversification benefit, while holding uncorrelated assets reduces overall portfolio volatility.

Performance is measured relative to a benchmark — if the S&P 500 returns 15% and your portfolio returns 12%, you underperformed by 3% on an absolute basis (though risk-adjusted returns may tell a different story).

#fundamentals#risk-management#investing

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