Portfolio Management Jan 6

A collection of investments like stocks, bonds mutual funds etc.,

• Portfolio

• Assets

• Wealth

• Liabilities

Portfolio investment is done based on the investor's

• risk tolerance

• desire

• aspiration

• wealth

This is critical in assembling and adjusting an investment portfolio

• time horizon

• legal issues

• family history

• value of inheritance

The art and science of making decisions about investment mix and policy.

• Portfolio management

• Accounting management

• Personal management

• Business management

This is the main objective of portfolio management on the original investment

• to be the best

• to make largest returns

• to reduce liabilities

• to pay debts

Portfolio management helps individuals create an investment strategy that fits them.

• optimal

• high risk

• low return

• declining

One of the ways you create your portfolio is determining the best

• allocation and diversification

• assets and liabilities

• profit and loss

• interest and costs

You need to do this on your investment portfolio.

• rebalance

• hold

• sell

• buy

He accommodates clients' risk tolerance with their investment goals and objectives.

• Portfolio Manager

• Personal Manager

• Accounting Manager

• Business Manager

One type of investment portfolio

• Conservative

• Ideal

• Optimal

• Risk free