portfolios
Word family
- portfolionounB1
Synonym discussion
Sense: noun/3
While all five words relate to what a person or organization owns financially, they differ in scope. A 'portfolio' is the complete collection of investments managed as a strategic whole — it implies active selection and balancing. 'Holdings' refers to whatever is currently owned, often listed individually (e.g., 'the fund's holdings include shares in ten companies'), without implying a deliberate combination. 'Assets' is the broadest term, covering anything of value — a house, a car, a savings account — not just financial instruments. 'Securities' is a legal term for tradable financial products such as stocks and bonds; it is narrower than 'portfolio' because it excludes cash and real assets. 'Fund' describes a pooled investment vehicle managed by a professional, such as a mutual fund or ETF, which itself contains a portfolio. For example, you would say 'Sade's investment portfolio includes several funds and individual stocks', where 'portfolio' describes her personal collection and 'funds' describes one type of asset inside it.
Common collocations
Nouns
- portfolio manager
- portfolio company
- portfolio value
- portfolio review
Phrases
- build a portfolio
- diversify a portfolio
- manage a portfolio
- add to a portfolio
Prepositions
- in a portfolio
- into a portfolio
- out of a portfolio
- portfolio of
Etymology
Borrowed from Italian 'portafoglio', formed from 'portare' (to carry) and 'foglio' (sheet of paper or leaf). The word first appeared in English in the early 1700s for the physical case used to carry loose papers. By the 1800s, it had acquired the extended meaning of a collection of works (especially an artist's samples), and later the financial sense of a set of investments. The political sense — a minister's area of responsibility — developed in the 19th century, reflecting the idea of the minister 'carrying' a set of duties, much like carrying papers in a case.
First known use
1713
1713, in the meaning defined at sense 1