Portfolio is a group of financial assets such as stocks, bonds and cash equivalents. It is a collection of investments all owned by the same individual or organization. Portfolios are held directly by investors or managed by financial professionals. It should show a spread of investments to minimize risk.

Portfolio management is about analyzing strengths, weaknesses, opportunities and threats in the choice of debt vs. equity, domestic vs. international, growth vs. safety and many other trade offs encountered in attempt to maximize return at a given level of risk.

Some major tasks involved with Portfolio management are:
1. Taking decisions about investment mix and policy.
2. Matching investments to objectives
3. Asset allocation for individuals and institution
4. Balancing risk against performance.

There are two types of portfolio management i.e.
PASSIVE MANAGEMENT: It involves tracking of the market index or index investing.
ACTIVE MANAGEMENT: It involves active management of a fund’s portfolio by manager or a team of managers who take research based investment decisions and decisions on individual holdings.



  1. An attention-grabbing dialogue is value comment. I believe that you need to write more on this matter, it won’t be a taboo topic but typically persons are not sufficient to speak on such topics. To the next. Cheers


What is your opinion?

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s