What is a list of your investments called?

What is a list of your investments?

Chapter 8 – Investment – Review

Choose One: A list of your investments (bank statement, portfolio) Portfolio
Choose One: Piece of ownership in a company, mutual fund or other investment (401k, share) Share
Choose One: Securities that represent part ownership or equity in a corporation (stocks, bonds) Stocks

What is a portfolio in investment terms?

A portfolio is a collection of financial investments like stocks, bonds, commodities, cash, and cash equivalents, including closed-end funds and exchange traded funds (ETFs). … A portfolio may contain a wide range of assets including real estate, art, and private investments.

What are terms of investment?

It can refer to the lifespan assigned to an asset or a liability, over which the value of the asset/liability is expected to either grow or shrink, depending on its nature. It can also refer to the period of time assigned to the lifespan of any investment.

What is investment classification?

A simple way of classifying investments is to divide them into three categories or “investment methods” which include: Debt investments (loans) Equity investments (company ownership) Hybrid investments (convertible securities, mezzanine capital, preferred shares)

What is it called when you invest in multiple stocks?

Mutual Funds: A mutual fund is a pooled portfolio. Investors buy shares or units in a fund, and the money is invested by a professional portfolio manager. The fund itself holds individual stocks, in the case of equity funds, or bonds, in the case of bond funds.

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Which investment is known as portfolio investment?

The term portfolio investments covers a wide range of asset classes including stocks, government bonds, corporate bonds, real estate investment trusts (REITs), mutual funds, exchange-traded funds (ETFs), and bank certificates of deposit.

What are the different types of investment portfolios?

Consider these different investing approaches:

  • A hands-off aggressive style.
  • Retirement-blended portfolio.
  • Socially responsible investing.
  • All-season classic investment portfolio.
  • Enhanced value investing portfolio.
  • Diversified asset classes portfolio.
  • Conservative income portfolio.

What’s another word for investor?


  • banker.
  • lender.
  • shareholder.
  • stockholder.
  • venture capitalist.
  • backer.
  • capitalist.

What is personal investment?

Meaning of personal investment in English

an amount of money that is invested in something by a person, rather than by a company or organization, or these investments as a whole: His favored personal investments are real estate and precious metals. His plan is to encourage more personal investment with tax breaks.