A portfolio is just that – a portfolio of your investments.
A portfolio isn’t just a collection of receipts or a digital passport that stamps transactions. But instead, it’s something much more – a thriving financial organism! It’s the place where you can monitor the overall return on all your investments since you began. You can see what stocks are doing well, where you might be overexposed and possible gaps when you’re trying to diversify.
Tips and tricks
Comparing your portfolio alongside company stats will help guide your investments decisions. So don’t be afraid to keep it, sell it, or buy more. The sky’s your limit.