Portfolio Overview

A portfolio is a collection of financial assets such as stocks, bonds, mutual funds, and other investments held by an individual or an institution. The purpose of a portfolio is to manage risk and optimize returns by diversifying investments across different asset classes, industries, and regions. The composition of a portfolio depends on the investment objectives, risk tolerance, and time horizon of the investor. A well-diversified portfolio can help minimize the impact of market fluctuations and reduce the overall risk of the portfolio. The performance of a portfolio is usually measured by the portfolio's return and risk metrics, such as the portfolio's average rate of return, volatility, and Sharpe ratio.