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portfolio

portfolio

102 5.1
A collection of investments like stocks and bonds that someone owns
  • noun
  • /pɔrtˈfoʊlioʊ/
  • Specialized
translation icon : cartera
  • And then each stock is supposed to be in your portfolio for up to one year.
  • portfolio management
  • portfolio investments
  • portfolio income

The value of bank bond portfolios actually goes up.

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Examples

  • We have been looking for a promising tech startup to add to the portfolio.

  • I want no risk in the portfolio.

  • Now how would you value a portfolio of all of these companies?

  • I ran another check on your portfolio right after we spoke this morning

  • That is the percentage of your portfolio that should be in bonds.

  • Some of the investments in your portfolio, I'm not sure I agree with.

  • But we'll make millions managing his personal portfolio.

  • Acorns will recommend a diversified portfolio that matches you and your money goals.

  • Now, about your portfolio... I see substantial benefit... in tax-free municipal bonds... which are tax-free.

  • Many investors seek to diversify their portfolio by including a mix of stocks and bonds.

How Large

estate
327 3.9
portfolio
  • Specialized
102 5.1
assets
3.0
asset
770 3.5
holding
86 3.9
possession
240 1.7

Surface Forms

portfolio singular
portfolios plural

Morphology

portfolio = port + folio (transparent) = port + folio

The financial sense is an abstracted 'collection' meaning (a carried/held set of items), which follows directly from the compound 'port' + 'folio'.

Etymology

Portfolio was used for any group of things kept together, like papers in a case, so it came to mean a person's set of investments. That's why a financial portfolio is the group of stocks and bonds someone holds.