Portfolio
A portfolio is the full set of investments a person or fund owns, such as stocks, funds, bonds and cash.
Portfolio value is the market value of everything held. Net worth also subtracts anything owed, like a margin loan.
In Journey Shares
Your portfolio page shows your holdings, cash, savings, options and net worth. →
Related terms
- Diversification: Diversification is spreading money across many different investments so a loss on one has less effect on the whole portfolio.
- Asset allocation: Asset allocation is how you divide a portfolio among types of investment, such as stocks, bonds and cash, based on your goals and tolerance for risk.
- Net worth: Net worth is everything you own minus everything you owe.
Practise with $10,000 in play money
Free. No real money involved.
For learning only. This isn't financial advice.