Glossary

Investment Portfolio

DEFINITION

An investment portfolio is a collection of financial assets such as stocks, bonds, commodities, cash, cash equivalents, closed-end funds, and exchange-traded funds. While stocks, bonds, and cash often form the core, a portfolio can also include other assets like real estate, gold, paintings, and collectibles.

ELI5

An investment portfolio is like a basket holding all the things you invest in. It can contain shares, bonds, cash, and even things like gold or property.

Other related terms

Non-participating (non-par) Life Insurance

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Net Worth

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Mortgage Servicing Ratio (MSR)

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Savings Insurance

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