A portfolio is a pool of different financial assets, investments and appreciating instruments, held as per a goal, strategy and timeline. A portfolio can be constructed for an individual, an institution, investment firm or a large organisation.
What are the ley features of a Portfolio?
Some features of a Portfolio are: a) It consists of different financial products and a range of assets as diversification is a fundamental portfolio requirement b) These should be appreciating assets and/or interest bearing c) Capital protection is a key parameter of Portfolio d) Portfolios can be managed by the client or a professional money manager e) Portfolios can include equities, bonds, gold, cash, alternative instruments, real estate and commodities etc
Which factors affect a Portfolio?
Some factors which impact a portfolio are: 1. Time horizon 2. Risk appetite 3. Client’s goals and objectives
