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Dividends will not be guaranteed and are topic to alter or elimination. Investment services and products are supplied by way of Wells Fargo Advisors. Wells Fargo Advisors is a commerce identify utilized by Wells Fargo Clearing Providers, LLC (WFCS) and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-sellers and non-bank affiliates of Wells Fargo & Firm. A bunch of monetary property (bonds, stocks, money, and cash equivalents, currencies, and commodities) owned by an investor Over 1.8 million professionals use CFI to learn accounting, monetary analysis, modeling and more. What is an Investment Portfolio? An investment portfolio is a set of financial assets owned by an investor that will embrace bonds, stocks, currencies, cash and cash equivalents, and commodities. Further, it refers to a group of investments that an investor makes use of as a way to earn a revenue while ensuring that capital or belongings are preserved. The property which can be included in a portfolio are referred to as asset courses. The investor or financial advisor must make it possible for there is an effective mix of belongings in order that stability is maintained, which helps foster capital growth with restricted or controlled threat. Stocks are the commonest component of an investment portfolio.

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