Terms

Investment Portfolio

Investment Portfolio

An investment portfolio is a basket of financial assets that can include stocks, bonds, commodities, currencies, cash equivalents, as well as non-publicly trading securities. It is important for investors to construct an investment portfolio in conformity with their investment objectives and risk tolerance.

Asset Classes

Commodity
Currency
Real Estate
Small Cap Stocks

Entity Types

Alternative Investment Management Firm
Closed End Fund
Exchange Traded Fund
Mutual Fund

Strategies

Buy and Hold
Passive Investing

Terms

Bond
Investing
Investment Portfolio
Investment Risk
Market Indices
Risk Tolerance
Trade

Mentioned by the Following

Asset Classes

Fine Art

Entities

O’Shaughnessy Asset Management
ACG Analytics
ALEX.fyi
ATAC Rotation Fund
Acquirers Funds LLC
Alhambra Investments
Arbiter Partners Capital Management LLC
Beringea
Black Snow Capital
BlackRock
BnkToTheFuture
Brandes Investment Partners
Bronte Capital Management
Calderwood Capital
Carlyle Group
Century Management Financial Advisors
Check Capital Management
Clocktower Group
Complete Intelligence
Cooke Financial Group
Creative Planning
Critical Mass Partners
Cumberland Advisors
Efficient Frontier Advisors
Egerton Capital
Gibson Capital, LLC
Gotham Funds
Gunderson Capital Management
Hedge Fund Telemetry
Henning Financial Services
HonTe Advisors, LLC
Khaner Capital Management
Lazard Asset Management
McMillan Analysis Corp.
Montgomery Investment Management
Morgan Creek Capital Management, LLC
North Star Asset Management
One River Asset Management
Pan American Silver Corp.
Pecaut & Company
Pension Partners
Prerequisite Capital Management
Quant Insight
RIA Advisors
Salem Investment Counselors
Salient
Scarsdale Investment Group, Ltd.
Sinovation Ventures
SqueezeMetrics
Stuyvesant Capital Management
Sure Dividend
The MBA Investment Fund, L.L.C.
The Motley Fool
Verdad Advisers
Washington Street Properties
Wealthnet Investments
Weldon Financial
footnoted*

People

Adam Galas
Andrew Feldstein
Bill Shaw
Blair DuQuesnay
Bob Seawright
Crista Huff
Doug Eberhardt
Edwin Elton
Erik Conley
Greg Vaughan
Harry Markowitz
Hildy Richelson
Hugh Hendry
Jay Pelosky
Jayme Wiggins
Joel Greenblatt
Keith Fitz-Gerald
Kevin Muir
Kristy Shen
Mark Hines
Martin Gruber
Martin Leibowitz
Michael Batnick
Michael Gettings
Michael Lebowitz
Michael Schneider
Michael Venuto
Mohnish Pabrai
Nick Halaris
Nick Ward
Paul Isaac
Peter Princi
Rob Arnott
Rod Westmoreland
Roger Gibson
Ron Rowland
Russell Wild
Terrence Belton
William Pike

Positions

The Weekly Quill
10X Project
A Beginner's Guide to Lending Club
A Wealth of Common Sense
ASA Macro
Abnormal Returns
Accelerated Profits
Action Alerts PLUS
Active Equity Portfolio Management
Active Total Return Management of Fixed-Income Portfolios
Active versus Passive Management
Advances in Fixed Income Valuation Modeling and Risk Management
Albright Investment Group
Alpha Stock Alert
App Economy Portfolio
Asian Pacific Financial Forecast Service
Asset Allocation
Automatic Income Machine
Basic Investments
Beating the Street
Berkshire Hathaway Letters to Shareholders 1965 to 2018
Best Stocks Now! Premium
Big Dividends PLUS
Biotech Analysis Central
Biotech Gems
Bond Investing For Dummies
Bonds
Bonds
Busted IPO Forum
CMO Portfolio Management
Cabot Stock of the Week
Can I Retire?
Cash Flow Compounders
Cash Flow Kingdom
Charlie Munger
Cocktail Investing
Commodities For Dummies
Commodity Supercycles
Common Sense on Mutual Funds
Corporate Bond Investor
Covered Call Writing Alternative Strategies
Credit Risk Models and the Basel Accords
Dash of Insight
Day Trading Options
Dividend Growth Rocks
Dividend Kings
Duration, Convexity, and Other Bond Risk Measures
EPB Macro Research
ETF 20/20
ETF Pro
ETF Pro Plus
Early Look
Early Stage Investor
Emerging Markets For Dummies
Encyclopedia of Financial Models
Eurodollar Futures and Options
Everything You Need to Know About Asset Allocation
Exchange-Traded Funds For Dummies
Extreme Fortunes
Fidelity Investor
Fidelity Monitor & Insight
Fidelity Sector Investor
Financial Advice and Investment Decisions
Financial Braintrust
Financial Forecast Service
Financial Risk Analytics
Fixed Income Securities
Forex Trading for Beginners
Front Line Profits
Fund Spy
Gary Shilling's Insight
Global Asset Allocation
Global Bargain Hunting
Global Trading Dispatch
Global Value
Gold
Growth Stock Advisor
Handbook of Mortgage-Backed Securities
Handbook of Portfolio Management
Hedge Funds For Dummies
Hedged Alpha Strategy
Hedgeye Risk Manager
High Dividend Opportunities
High Level Investing For Dummies
High Velocity Windfalls
High Yield Digest
High Yield Landlord
High-Powered Investing All-in-One For Dummies
How to Invest in Stocks
How to Make a Fortune from the Biggest Market Opportunities in U.S.History
IPO Speculator
Ian's Insider Corner
Illusions of Wealth
Index Investing For Dummies
Inside the Yield Book: The Classic
Institutional Investment Management
Integrated BioSci Investing
Invest With A Stacked Deck
Invest With The House
Invest and Beat the Pros
Invest with the Fed
Investing from the Top Down
Investing 101
Investing For Dummies
Investing Ideas
Investing In ETFs FD
Investing Through the Looking Glass
Investing in Bonds FD
Investing in Bonds For Dummies
Investing in Commodities For Dummies
Investing in ETFs For Dummies
Investing in a Volatile Stock Market
Investing in the Second Lost Decade
Investment Analysis and Portfolio Management
Investment Mistakes Even Smart Investors Make and How to Avoid Them
Investment Quality Trends
Investments
Investor's Edge®
Investors and Markets
It's Not About the Money
Jason Bond Picks
Learn to Earn
Long Run Income
Lowry US Professional
Mad Money
Managed Futures for Institutional Investors
Managed Trading
Managing MBS Portfolios
Margin of Safety Investing
Market Evolution
Marketimer
Matt Badiali's Inner Circle
Measuring and Controlling Interest Rate and Credit Risk
Millionaire Teacher
Minafi
Mind the GAAP
Modest Money
Money Map Report
More Mortgage Meltdown
Morningstar DividendInvestor
Morningstar ETFInvestor
Morningstar FundInvestor
Morningstar Funds 500
Morningstar StockInvestor
Mutual Funds for Dummies
Oblivious Investor
One Up On Wall Street
Online Investing For Dummies
Options Alert
Options Floor Trader PRO
Oxford Wealth Accelerator
Paul Mampilly's Inner Circle
Peak Velocity Trader
Personal Finance After 50 For Dummies
Plan Your Prosperity
Platinum Growth
Portfolio Construction and Analytics
Portfolio Construction for Today's Markets
Potential Multibaggers
Pragmatic Capitalism
Precious Metals Investing For Dummies
Precision Profits
Predicting the Markets of Tomorrow
Premium Stock Research Service
Profitable Investing
Pure Income
Quant Ratings
Quick Hit Profits
Quit Like a Millionaire
Radical Technology Profits
Rapid Profit Trader
Rational Investing in Irrational Times
Real Estate Investing QuickStart Guide
Real Estate Trend Alert
Real Money
Rebound Profit Trader
Reducing the Risk of Black Swans
Reminiscences of a Stock Operator
Retire Before Dad
Retirement Millionaire
Risk Management in Trading
Risk-Return Analysis: Volume 2
Robust Equity Portfolio Management
Rule Breakers
Sectors and Styles
Selected Topics in Bond Portfolio Management
Shiny Pennies
Skin in the Game
Smallivy Book of Investing
Stansberry Gold & Silver Investor
Stansberry Venture Technology
Stansberry Venture Value
Stansberry’s Big Trade
Stansberry’s Investment Advisory
Stock Advisor
Stock Investing For Everyone
Stock Investing for Dummies
Stocks A Newbies' Guide
Stocks For the Long Run
Stocks Under $10
Stocks, Bonds, Options, Futures
Strategic Investment Conference
Strategic Investment Newsletter
Strategic Trends Investor
Street Freak
Swing Trading
Tail Risk Hedging
Tech Insider Research
The 4th Pillar
The 5 Mistakes Every Investor Makes and How to Avoid Them
The Allegory of the Hawk and Serpent
The Basics of Financial Econometrics
The Bauman Letter
The Biotech Forum
The Bogleheads' Guide to the Three-Fund Portfolio
The Buyback Letter Premium Edition
The Buyback Letter Standard Edition
The Complete Guide to Investing in Derivatives
The Complete Guide to Investing in Real Estate Tax Liens & Deeds
The Complete Guide to Making Environmentally Friendly Investment Decisions
The Data Driven Investor
The Dividend Hunter
The Dividend Machine
The Efficient Market Theory and Evidence
The Emergence of Numerical Weather Prediction
The Felder Report
The Forever Portfolio
The Four Pillars of Investing
The Gone Fishin' Portfolio
The Handbook of Stable Value Investments
The Insider Alert
The Intelligent Asset Allocator
The Investor's Guidebook to Equities
The Lead-Lag Report
The Little Book That Builds Wealth
The Little Book of Behavioral Investing
The Little Book of Commodity Investing
The Little Book of Valuation
The Market Gurus
The Momentum Alert
The Money Making Guide to Bonds
The Motley Fool Investment Guide
The Motley Fool Investment Guide for Teens
The Motley Fool Million Dollar Portfolio
The Motley Fool's Money After 40
The Motley Fool's Rule Breakers, Rule Makers
The Next Great Bull Market
The Only Guide You'll Ever Need for the Right Financial Plan
The Only Guide to a Winning Bond Strategy You'll Ever Need
The Only Guide to a Winning Investment Strategy You'll Ever Need
The Option Trader's Hedge Fund
The Options Trader
The Oxford Communiqué
The Oxford Income Letter
The Pocket Idiot's Guide to Investing in Mutual Funds
The Set and Forget 11% Portfolio
The Theory and Practice of Investment Management
The Treasury Bond Basis
The True Value Alert
The VIPER Alert
The Warren Buffett Portfolio
The Warren Buffett Stock Portfolio
The Warren Buffett Way
The Warren Buffett Way Workbook
Think B.I.G.
Think, Act, and Invest Like Warren Buffett
Time in the Market
Total Pharma Tracker
Total Wealth Insider
Trade Stocks and Commodities with the Insiders
Trading For Dummies
Trailblazer Pro
Transformational Technology Alert
Trend Investing
Trends in Commercial Mortgage-Backed Securities
Trifecta Stocks
True Wealth
Value & Momentum Breakouts
Value Investing
Value Investing Today
Volatility: The Market Price of Uncertainty
Weekly Options Alert
What Wall Street Doesn't Want You to Know
Wheel of Fortune
Why Bother With Bonds
Why Smart People Lose A Fortune
Wiser Investing
Working After Retirement For Dummies
Yield Hunting
Yield Shark
You Don't Have to Drive an Uber in Retirement
Your Complete Guide to Factor-Based Investing
Your Complete Guide to a Successful & Secure Retirement
Zacks Investor Collection
Zacks Premium
iREIT on Alpha

Publications

Model Portfolio

Publication Types

Diversification
Dividend Compounding
Thematic investing

Strategies

Financial Economics
Greeks
Individual Stock
Investment Management
Investment Portfolio
Market Indices
Merger Securities
Modern Portfolio Theory
Mutual Fund Complex
Real Estate Investing
Rebalancing
Risk Analysis
Risk Management