Portfolio definition

A portfolio refers to group of assets that are held by a trader or trading company. Assets in a portfolio can come in many forms, including stocks, bonds, commodities or derivatives.

Typically, a portfolio will reflect the trader who owns it, with risk tolerance and investing strategy key components in how a portfolio is built.

An investor looking for long-term profit with little risk may have a portfolio made up of several prestigious stocks, bonds or index funds with little buying and selling in the short term. A day trader would see much more turbulence in their portfolio, which may be made up of forex trades or long and short leveraged derivatives.

IG Smart Portfolios

Invest in an expertly managed portfolio, at a fraction of the cost of traditional wealth managers and independent financial advisors (IFAs), with an IG Smart Portfolio.

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The value of shares, ETFs and ETCs bought through a share dealing account, a stocks and shares ISA, a SIPP or an IG Smart Portfolio can fall as well as rise, which could mean getting back less than you originally put in. Spread bets and CFDs are leveraged products and can result in losses that exceed deposits. Spread betting and CFD trading are not permitted within the IG SIPP. Please ensure you fully understand the risks and take care to manage your exposure.

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