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Topic
Portfolio
14 guides in Finabase Learn
- Asset allocation How a portfolio is divided among asset classes such as stocks, bonds and cash; the main driver of a portfolio's risk.
- Correlation A statistic from -1 to +1 describing how closely two series move together; low correlation is what makes diversification work.
- Diversification Spreading money across many investments that do not move in lockstep, so no single loss can do too much damage.
- Diversification: why spreading your investments reduces risk How diversification works through correlation, the difference between risk you can diversify away and market risk you can’t, with worked math and real correlations.
- Dollar-Cost Averaging Investing a fixed dollar amount at regular intervals regardless of price, so more shares are bought when prices are low.
- Drawdown The decline from a portfolio's or price's peak to its subsequent trough, usually stated as a percentage.
- How to build your first portfolio: a step-by-step beginner outline An eight-step educational outline for a first portfolio: foundations, goals, accounts, allocation, fund-selection criteria, costs, automation, rebalancing and behavior.
- Portfolio The full collection of investments a person or fund holds, such as stocks, bonds, funds and cash, managed as a single whole.
- Rebalancing Trading a portfolio back to its target mix after market moves have pushed the weights of stocks, bonds or other assets off target.
- Rebalancing a portfolio: calendar vs threshold, drift and taxes Why a portfolio drifts away from its target mix, how calendar and threshold rebalancing work, what 23 years of SPY/AGG data show, and how to rebalance tax-efficiently.
- Risk tolerance How much decline in value an investor can stand, financially and emotionally, without abandoning their plan; a key input to asset mix.
- Tax-loss harvesting Selling investments at a loss to offset taxable gains and up to $3,000 of ordinary income, while staying invested and avoiding the wash-sale rule.
- Track a portfolio in Stock Master: transactions, gains and reports Create a portfolio in Stock Master, record buys, sells, shorts, cash and dividends, read day gain, total gain and realized profit, and export reports.
- Track portfolios and trades on finabase.io Record buys, sells and short trades in Finabase portfolios on the web, read market value and gains at live prices, add cash and dividends, and export reports as CSV.
Educational content, not investment advice. Finabase Learn explains how markets and tools work. It does not recommend any security or strategy, and examples are for illustration only. Investing involves risk, including the loss of principal. Rules and figures are for the United States unless stated and can change — check the cited source before you act.