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Registered company

ODEON KAPITAL AG

UID CHE-348.764.474 · CH-ID CH-020.3.052.833-2
FCRO-ID 1579892

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c/o Chambre de Commerce et d'Industrie France Suisse
Neumarkt 6, 8001 Zürich

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Portfolio

A portfolio is the combined set of cash, holdings, positions, and other financial exposures considered together for allocation, performance, and risk.

Defined termReviewed 16 July 2026

Related terms

Asset AllocationDiversificationProfit and Loss (P&L)RebalancingDrawdownCapital Gain

Educational risk notice

This material is general education, not personal investment advice or a promise of results. Markets can move beyond planned levels, and losses can exceed expectations when leverage, liquidity, gaps, or operational failures are involved.

Read the full risk disclosure
Trading glossaryReviewed 16 July 2026

Definition

A portfolio is the combined set of cash, holdings, positions, and other financial exposures considered together for allocation, performance, and risk.

In market context

Portfolio analysis looks beyond individual gains and losses to concentration, correlation, liquidity, currency, leverage, and access needs. Values can include both posted cash and marked open positions, so total equity need not be immediately withdrawable. Statements, ledger entries, and performance measures provide different views and should be reconciled using consistent dates, prices, and treatment of external cash flows for comparison.

Source

Use the primary source for fuller regulatory or market context.

Investor.gov — Asset Allocation and Diversification

Educational risk notice

This material is general education, not personal investment advice or a promise of results. Markets can move beyond planned levels, and losses can exceed expectations when leverage, liquidity, gaps, or operational failures are involved.

Read the full risk disclosure

Related glossary terms

Selected from explicit term relationships and shared tags.

beginner3 min

Asset Allocation

Asset allocation is the planned division of a portfolio among asset classes according to an investor’s objectives, time horizon, and risk constraints.

portfolio · strategyRead guide
beginner3 min

Diversification

Diversification spreads exposure across investments or risk drivers so that one adverse event is less likely to dominate the entire portfolio.

portfolio · riskRead guide
beginner3 min

Profit and Loss (P&L)

Profit and loss measures the financial result of positions or account activity over a stated scope, separating open valuation changes from completed results.

reporting · portfolioRead guide
beginner3 min

Rebalancing

Rebalancing adjusts portfolio holdings toward a target asset allocation after market movement or changed circumstances cause exposures to drift over time.

portfolio · strategyRead guide