investment portfolio

Definition

A compilation of assets working in concert designed to achieve a specific investment objective based on parameters such as risk tolerance, time horizon, asset preference, and liquidity needs. Portfolios are usually constructed with a mix of assets that have the potential to achieve the desired returns, while minimizing risk and volatility through proper diversification and balance.

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Our investment portfolio was good for us and it told us a lot of things that we needed to know for the future of our company.

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I review with my investment manager my investment portfolio at least quarterly and more thoroughly on an annual basis to make sure that I have the right mixture of investments.

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The total stocks, bonds, mutual funds, and cash accounts such as certificates of deposit owned by an investor are what make up the investment portfolio of that investor.

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