A portfolio:
A) is made of the asset holdings of an investor.
B) cannot include real assets.
C) is not evaluated after initially purchased.
D) is unimportant in overall financial planning.

Question

Quizplus · Accepted Answer

A portfolio is indeed made up of the asset holdings of an investor, including stocks, bonds, real estate, and more. Choices B, C, and D are incorrect because portfolios can include real assets, they are typically evaluated periodically to ensure they align with the investor's goals, and they are a crucial part of financial planning.

A Portfolio