Portfolio

Definition - What does Portfolio mean?

Portfolio refers to an assembly of financial instruments like stocks and bonds owned by a person or an organization. The items in it can be traded and are, therefore, considered to be investments.

Insuranceopedia explains Portfolio

Stocks, bonds, and other cash equivalents fill out a portfolio. The ones who own them often look at the market to sell the items in them for a higher price than originally purchased. The money earned from a portfolio is taxable.

The owner of these financial instruments may hire another person or organization to manage their portfolio. For instance, a company that sells an annuity that involves investments as part of its payout may be the party that manages the portfolio, rather than the annuitant.

This definition was written in the context of Finance
Share this:

Connect with us

Email Newsletter

Join thousands receiving the latest content and insights on the insurance industry.