Kristia van Heerden

In the world of finance, a “portfolio” is a term to describe all the assets you own. It includes shares, cash, bonds, physical property, your retirement savings, your tax-free savings and any other financial instruments you might hold. It excludes insurance products like life insurance. Your overall portfolio can be made up of a number of portfolios held at different providers. For example, your RA provider might talk about your portfolio, but they’re only referring to the money you have with them, not all your money.

These posts discuss issues related to portfolios:

Video: Position your portfolio for 2021

Podcast: Is my portfolio over-exposed?

OUTstanding money: One share isn’t enough

Podcast: Rand protection for your portfolio

Cash Club: Portfolio housekeeping