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A portfolio is the total collection of securities owned by a specified entity, usually an individual, but sometimes a trust account.

Expanded Definition

A typical portfolio will contain stocks, bonds, mutual funds, CDs, money markets, cash and other assets of value.

Various calculations are made based on this portfolio. Its total value is a key number whose changes from statement to statement is a direct indicator of investment performance. Allocation of the various components is easily calculated from the market value of each component. Steps are then taken to manage the performance of the portfolio to maximize its return or in some cases its income.

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