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An investment portfolio is a collection of financial instruments chosen by the investor to achieve their financial goals, such as capital accumulation, income generation, or protection against inflation. It may consist of stocks, bonds, ETFs, investment funds, and other assets.
What is an investment portfolio?
A combination of assets:
A portfolio is not just a set of one asset, but a combination of different instruments.
Diversification strategy:
It helps reduce risks by spreading investments across various asset classes and sectors of the economy.
Achieving goals:
The portfolio is developed with the investor's long-term financial plans in mind.
Customization to profile:
It can be adapted to the risk level, investment duration, and other factors.
Example of a portfolio:
Conservative:
(20% stocks, 80% bonds) – for investors seeking stability and minimal risk.
Moderate:
(50% stocks, 50% bonds) – for investors willing to take some risk in exchange for potentially higher returns.
Aggressive:
(80% stocks, 20% bonds)
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