A portfolio is the total collection of securities owned by a specified entity, usually an individual, but sometimes a trust account.
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.
Related Fool Articles
- [link link title]