What are Portfolios?

A look at what portfolios are and how you can create an investment portfolio.

Portfolio is the term used to describe your investments and other assets.

It is more than a collection of receipts or digital passport that stamps transactions. It’s something much more, a flourishing financial organism! It’s a place where you can monitor the overall return on all your investments from the beginning. 

You’ll see what stocks are thriving, where you might be overexposed and possible gaps when you’re trying to diversify. 

Tips and tricks

Comparing your portfolio alongside available company figures (including growth, revenue etc) will help guide your investments decisions. So don’t be afraid to keep it, sell it, or buy more. The sky’s your limit.

Start Investing Today!

Advisory services provided by Douugh Wealth LLC, an SEC-registered investment adviser. Brokerage services provided to clients of Douugh Wealth LLC by ©DriveWealth, LLC. DriveWealth is a registered broker dealer, member of FINRA and SIPC. 

Investments in securities: Not FDIC Insured - No Bank Guarantee - May Lose Value.

All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Before investing, consider your investment objectives and Douugh Wealth’s charges and expenses. Douugh Wealth’s internet-based advisory services are designed to assist clients in achieving discrete financial goals. They are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a client's financial situation and do not incorporate specific investments that clients hold elsewhere. For more details, see our Wrap Fee Program Brochure and Form CRS. Not an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where Douugh Wealth, LLC is not registered.