Definition of a portfolio

A portfolio is the collective term for the total of all your investments, which might include a range of asset classes, such as equities, bonds, property and/or cash. Its success is dependent on the way it performs, although one investor’s definition of performance may differ from another as we all have a different outlook. Hence, there is no catch-all solution to fit everyone’s investment needs. A good portfolio should generate decent returns while keeping within your risk profile. This is done by selecting an appropriate mixture of different assets, bearing in mind not just risk but also your age, your needs, your timelines and your financial position.

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