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Portfolio (3)
PORTFOLIO (3)

Definition: (finance) A set of shares owned by a particular person or organization.
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* All five elements should be in.


1. Purposeful and necessary to have and keep holding. (Connect to #5.)

2. Shares will be of the right types and of active, performing and listed companies. (Connect to #4.)

3. There would be a mix of the sectors of the economy that the shares are made of. That is, set will be of diversified industry variety covering manufacturing, service, hospitality, finance, etc.

4. Set will be under the custody and management of professional and competent trader(s), person or company, who will be expected to regularly brief and give truthful advice to holder.

5. Set serves purpose(s), whether or not a decision will be made, by the shareholder or management board, at anytime in the future, to dispose off shares, or to reduce or increase shareholding.
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See perfect WEALTH MANAGEMENT.

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