Portfolio

How it is used

Used by private investors and professionals alike. You build, manage, review and rebalance a portfolio; a portfolio manager makes the decisions for a fund. People talk about the weight of each asset in the portfolio and the portfolio's overall return and risk.

Example sentences

1. Technology stocks now make up almost 40 percent of her portfolio.

2. We review the portfolio every quarter and adjust it if needed.

Common collocations

• build a portfolio
• investment portfolio
• portfolio manager
• diversified portfolio
• portfolio return

Related terms

• diversificationSpreading money across different investments, sectors, countries or asset classes so that a loss in one of them has a smaller effect on the whole portfolio.
• asset allocationThe way an investor divides money between different types of assets, such as shares, bonds, gold and cash, based on goals, time and attitude to risk.
• rebalanceTo buy and sell assets in a portfolio so that it returns to the planned mix, for example after shares have risen and now take up too large a part.
• returnThe gain or loss on an investment over a period, including price changes and any income such as dividends or interest, usually shown as a percentage.
• asset classA group of investments with similar features that tend to behave in similar ways, such as shares, bonds, cash, real estate or commodities.

This word in other fields

The same English word can have a different meaning in another field:

• portfolio · Architecture
• portfolio · Real Estate
• portfolio · Graphic Design
• portfolio · Photography

More terms: Portfolio & Risk

• volatility
• capital gain
• risk tolerance
• dollar-cost averaging