Portfolio
The complete collection of investments held by an individual or institution.
The complete collection of investments held by an individual or institution.
Ownership in a company, represented by shares, or the residual value left after liabilities are subtracted from assets.
LiquidityHow quickly an asset can be converted to cash without materially moving its price.
Unrealised GainPaper profit on a holding that has risen in value but has not yet been sold.