Examlex
When creating a personal balance sheet, which of the following is an investment asset?
Portfolio
A collection of financial investments like stocks, bonds, commodities, cash, and cash equivalents, including closed funds and exchange traded funds.
Securities
Financial instruments that represent an ownership position, a creditor relationship, or rights to ownership, expressed in the form of stocks, bonds, or options.
Rate of Return
The percentage gain or loss on an investment over a specified period, reflecting the income and appreciation of an investment.
Average Cumulative Investment
The total sum of all investments made over a period of time, divided by the number of investments.
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