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Updated on March 14, 2023

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