What Is Portfolio?

In quantitative finance, portfolio means the list of assets that a trading strategy is currently holding.

Assets can include

  • Equity - stocks

  • Bonds - loans

  • Cryptocurrencies

  • Derivatives

Depending on the asset, the holdings are expressed as assets, or tokens in cryptocurrencies and trading pair (derivatives).

When the portfolio changes, assets are bought or sold, it is called rebalancing,

See also

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