Investment Portfolio

An investment portfolio is a collection of assets that typically include stocks, bonds, cash, mutual funds and exchange-traded funds, real estate, and more. Further, it refers to a group of investments that an investor uses in order to earn a profit while making sure that capital or assets are preserved. One of the most important things to consider when creating a portfolio is your personal risk tolerance. The key concepts for managing an investment portfolio include risk tolerance, diversification of your assets, and the knowledge to rebalance your asset allocation. Building and managing a portfolio is one of the basic tasks of investing—the goal of an investment portfolio is always to build your wealth over time.

Asset Classes

Real Estate
Small Cap Stocks

Entity Types

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


Buy and Hold
Passive Investing


Alternative Investments
Investment Risk
Market Indices
Portfolio Income
Risk Tolerance

Mentioned by the Following

Asset Classes

Fine Art


ACG Analytics
ATAC Rotation Fund
Acquirers Funds
Aetos Alternatives Management
Alhambra Investments
Alpha Theory
Arbiter Partners Capital Management LLC
Black Snow Capital
Brandes Investment Partners
Bronte Capital Management
Calderwood Capital
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
Fiore Group
Fundstrat Global Advisors
Gibson Capital, LLC
Gotham Funds
Gunderson Capital Management
Hedge Fund Telemetry
Henning Financial Services
HonTe Advisors, LLC
Imara Asset Management
Julex Capital Management
Khaner Capital Management
L2 Capital Partners
Lazard Asset Management
McMillan Analysis Corp.
Montgomery Investment Management
Morgan Creek Capital Management
Mythos Capital
North Star Asset Management
O'Shaughnessy Asset Management
One River Asset Management
Overseas Asset Management
Pan American Silver Corp.
Pecaut & Company
Pension Partners
Prerequisite Capital Management
Quant Insight
RIA Advisors
Salem Investment Counselors
Scarsdale Investment Group, Ltd.
Sinovation Ventures
Stuyvesant Capital Management
Sure Dividend
The Carlyle Group
The MBA Investment Fund, L.L.C.
The Motley Fool
Tollymore Investment Partners
TriBeCa Trade Group
TriVest Wealth
Verdad Advisers
Washington Street Properties
Wealthnet Investments
Weldon Financial


Adam Galas
Andrew Feldstein
Andy Constan
Bill Shaw
Blair DuQuesnay
Bob Elliott
Bob Seawright
Chris Casey
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
Luca Mossini
Mark Hines
Martin Gruber
Martin Leibowitz
Michael Batnick
Michael Gettings
Michael Gildenhorn
Michael Lebowitz
Michael Schneider
Michael Venuto
Mohnish Pabrai
Nick Halaris
Nick Ward
Paul Isaac
Peter Princi
Rick Murray
Rob Arnott
Rod Westmoreland
Roger Gibson
Ron Rowland
Russell Wild
Sebastian Ceria
Shannon Saccocia
Stephen McBride
Steve Weinberger
Terrence Belton
Vicki Ellis
William Pike


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 Finance
Beating the Street
Berkshire Hathaway Letters to Shareholders 1965 to 2018
Best Stocks Now! Premium
Big Dividends PLUS
Bill Gross on Investing
Biotech Analysis Central
Biotech Gems
Bond Investing For Dummies
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
Commodities Rising
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
Dow Theory Forecasts
Duration, Convexity, and Other Bond Risk Measures
EPB Macro Research
ETF 20/20
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
Get a Financial Grip
Global Asset Allocation
Global Bargain Hunting
Global Trading Dispatch
Global Value
Growth Stock Advisor
Gurus of Chaos
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
How to Retire on Dividends
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 Junk Bonds
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
Investor's Edge®
Investors and Markets
It Pays to Talk
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
Mastering Crypto Assets
Matt Badiali's Inner Circle
Measuring and Controlling Interest Rate and Credit Risk
Millionaire Teacher
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
Only the Best Will Do
Options Alert
Options Floor Trader PRO
Out of the Box and Onto Wall Street
Oxford Wealth Accelerator
Paul Mampilly's Inner Circle
Peak Velocity Trader
Personal Finance After 50 For Dummies
Plan Your Prosperity
Platinum Growth Club
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
Safe Haven
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 3 Simple Rules of Investing
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 Neatest Little Guide to Do-It-Yourself Investing
The New Depression
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
Thor's Shield
Time in the Market
Total Pharma Tracker
Total Wealth Insider
Trade Stocks and Commodities with the Insiders
Trading For Dummies
Trading Risk
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
When Markets Collide
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

Publication Types

Model Portfolio


Dividend Compounding
Dividend Investing
Income Investing
Investment Strategy
Thematic investing


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


  1. Decide how much help you want. If you want more than just investment management, an online financial planning service or a financial advisor can help you build your portfolio and map out a comprehensive financial plan.

  2. Choose an account that works towards your goals. There are several different types of investment accounts. Some, like IRAs, are meant for retirement and offer tax advantages for the money you invest. 

  3. Choose your investments based on your risk tolerance. After opening an investment account, you’ll need to fill your portfolio with the actual assets you want to invest in: stocks, bonds, mutual funds, etc.

  4. Determine the best allocation for you. The way you split up your portfolio among different types of assets is called your asset allocation, and it’s highly dependent on your risk tolerance.

  5. Rebalance your investment portfolio as needed. Some advisors recommend rebalancing at set intervals, such as every six or 12 months, or when the allocation of one of your asset classes shifts by more than a predetermined percentage.


  • Conservative Portfolio. This type is also called a defensive portfolio or a capital preservation portfolio. They keep risk low to preserve your investment dollars.

  • Aggressive Portfolio. Also known as a capital appreciation portfolio. They are appropriate for younger or risk-tolerant investors who want to grow assets quickly and don’t mind taking risks.

  • Income Portfolio. This type of portfolio is focused on delivering reliable income, from assets like municipal bonds and dividend-paying stocks.

  • Socially-responsible Portfolio. ESG and SRI portfolios allow investors to do well financially by doing good for society with their investments.



  • Stocks are the most common component of an investment portfolio. They refer to a portion or share of a company. 

  • It means that the owner of the stocks is a part owner of the company. The size of the ownership stake depends on the number of shares he owns.

  • Stocks are a source of income because as a company makes profits, it shares a portion of the profits through dividends to its stockholders.


  • A bond comes with a maturity date, which means the date the principal amount used to buy the bond is to be returned with interest. 

  • Compared to stocks, bonds don’t pose as much risk, but offer lower potential rewards.

Alternative Investments