A portfolio is your basket of investments. The things inside come in a few families, called asset classes:
- Stocks — tiny pieces of companies. They can grow a lot, but bounce around.
- Bonds — loans to governments or companies that pay steady interest. Calmer than stocks.
- Gold & commodities — real things like gold or oil. Often zig when stocks zag.
- Crypto — digital coins like Bitcoin. Can grow fast and drop fast.
- Cash — money waiting on the side. Super safe, but doesn’t grow much.
It’s like a balanced meal: some protein, some veggies, a little treat. Each part does a different job, and together they keep you healthy.
Where these numbers come from
Finisdom sorts everything you own into these families automatically and shows the slices in a simple donut on each client’s page.