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A portfolio, in finance, refers to a collection of assets held by an institution or an individual. These assets usually include investments in stocks, bonds, and cash, often through pooled investment vehicles such as mutual funds, exchange-traded funds, or closed-end funds.[1]

It is a generally accepted principle that a portfolio is designed according to the investor's risk tolerance, time frame and investment objectives.

Portfolio examples can be found in Lazy portfolios and Three-fund portfolio.

See also


  1. Definition, investopedia.

External links