{"id":3987,"date":"2023-03-14T15:41:44","date_gmt":"2023-03-14T15:41:44","guid":{"rendered":"https:\/\/fisdomdevel.wpengine.com\/glossary\/portfolio\/"},"modified":"2023-03-14T15:41:44","modified_gmt":"2023-03-14T15:41:44","slug":"portfolio","status":"publish","type":"post","link":"https:\/\/www.fisdom.com\/glossary\/portfolio\/","title":{"rendered":"Portfolio"},"content":{"rendered":"<p>\nA 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.<\/p>\n<h2>What are the ley features of a Portfolio?<\/h2>\n<p>Some features of a Portfolio are:<br \/>\na) It consists of different financial products and a range of assets as diversification is a fundamental portfolio requirement<br \/>\nb) These should be appreciating assets and\/or interest bearing<br \/>\nc) Capital protection is a key parameter of Portfolio<br \/>\nd) Portfolios can be managed by the client or a professional money manager<br \/>\ne) Portfolios can include equities, bonds, gold, cash, alternative instruments, real estate and commodities etc<\/p>\n<h2>Which factors affect a Portfolio?<\/h2>\n<p>Some factors which impact a portfolio are:<br \/>\n1. Time horizon<br \/>\n2. Risk appetite<br \/>\n3. Client\u2019s goals and objectives<\/p>\n<h2><\/h2>\n<h2><\/h2>\n<h2><\/h2>\n","protected":false},"excerpt":{"rendered":"<p>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 [&hellip;]<\/p>\n","protected":false},"author":67,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[11],"tags":[],"class_list":["post-3987","post","type-post","status-publish","format-standard","hentry","category-stocks"],"_links":{"self":[{"href":"https:\/\/www.fisdom.com\/glossary\/wp-json\/wp\/v2\/posts\/3987","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.fisdom.com\/glossary\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.fisdom.com\/glossary\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.fisdom.com\/glossary\/wp-json\/wp\/v2\/users\/67"}],"replies":[{"embeddable":true,"href":"https:\/\/www.fisdom.com\/glossary\/wp-json\/wp\/v2\/comments?post=3987"}],"version-history":[{"count":0,"href":"https:\/\/www.fisdom.com\/glossary\/wp-json\/wp\/v2\/posts\/3987\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.fisdom.com\/glossary\/wp-json\/wp\/v2\/media?parent=3987"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.fisdom.com\/glossary\/wp-json\/wp\/v2\/categories?post=3987"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.fisdom.com\/glossary\/wp-json\/wp\/v2\/tags?post=3987"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}