Question

KNOWLEDGE CHECK After you've finished building your portfolio and adding securities to it in PRTU, what is your next logical step? o To research the securities with DES and FA o To export your portfolio into Microsoft Excel o To type securities into the amber Security field in PRTU to include them in your portfolio o To analyze the portfolio in PORT

Answer 1

once you've done creating your portfolio and adding securities to it in PRTU, to analyze the portfolio in PORT.

What is portfolio?

A portfolio is a grouping of financial assets such as stocks, bonds, commodities, cash, cash equivalents, and their fund equivalents. Although real estate, gold, paintings, and other collectable works of art can all be added to a portfolio to diversify it, stocks and bonds are typically thought of as its main building elements.

An investment portfolio can be compared to a pie that has been cut into various wedge-shaped pieces, each of which represents a distinct asset class and/or kind of investment. In order to obtain an optimum risk-return portfolio allocation for their degree of risk tolerance, investors strive to build a well-diversified portfolio. Although cash, stocks, and bonds are typically thought of as the three main components of a portfolio, you may expand your holdings with a wide range of assets, including as real estate, gold stocks, other kinds of bonds, artwork, and other collectibles.

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