What is portfolio management?

portfolio management

The world of finance can be intimidating, especially when we encounter complicated concepts or various investment options. Today our financial decisions have a direct impact on our economic well-being, which is why it is so important to have the necessary information to manage our assets efficiently, maximize benefits and minimize risks, either directly or through a third party. expert. 

This is where investment portfolio management comes into play, a strategic process that gives us the possibility of organizing financial assets efficiently, mitigating risks and seeking the highest return. In this post, we will explain more about the basic concepts you need to know for portfolio management. Take note to achieve your financial goals!

What is a portfolio? 

A portfolio is the collection of financial assets held by a person or entity. These assets can include stocks, bonds, mutual funds, commodities, derivatives, real estate, and other financial instruments. You can diversify your portfolio by distributing these assets across different sectors, geographies, and types of investments, which helps you mitigate risks and take advantage of opportunities

Before opting for one or another financial asset, you must bear in mind that investments carry risks and may involve capital losses. And that past returns do not guarantee future returns.

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