An investor’s entire collection of financial assets.
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Includes Stocks, Bonds, Mutual Funds, Real Estate, cryptocurrency, art, and other collectibles
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Portfolio Management
- An investing strategy based on your goals, timeline, and risk tolerance
- Choosing what to invest in and monitoring those investments over time
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Passive management - mirror the market
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Active management - beat the market
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Things to consider when deciding how to manage your portfolio
- Your savings goal
- Your timeline (how aggressive/conservative your strategy should be)
- Risk tolerance
- How much help do you want