Portfolio Management

Portfolio management in finance involves the art and science of selecting and managing a mix of investments to achieve a set of financial objectives while minimizing risk. It involves analyzing an investor’s goals, risk tolerance, and time horizon to create a diversified portfolio that can generate returns while also managing risk. The process includes asset allocation, diversification, and ongoing monitoring and adjustment of the portfolio based on market conditions and changes in the investor’s objectives.

Create a Live Stock Portfolio Tracker in Excel | No Microsoft 365 Required

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