Finance School of management The Concept of portfolio A person's wealth portfolio includes Assets: stocks bonds, shares in unincorporated business, houses or apartments, pensions benefits, insurance policies, etc Liabilities. student loans. auto loans. home mortgages, etc uesTc3 Finance School of Management The Concept of ‘Portfolio’ ❖ A person’s wealth portfolio includes – Assets: stocks, bonds, shares in unincorporated business, houses or apartments, pensions benefits, insurance policies, etc. – Liabilities: student loans, auto loans, home mortgages, etc