Portfelliväärtus

Portfelliväärtus refers to the total market value of all assets held within an investment portfolio at a specific point in time. This value is dynamic and fluctuates based on the performance of the individual assets and overall market conditions. It is a key metric used by investors to assess the health and growth of their investments.

Calculating portfelliväärtus involves summing the current market prices of all securities, such as stocks, bonds, mutual funds, real estate, and any other holdings. For publicly traded assets, this is typically straightforward as their market prices are readily available. For less liquid assets, valuation may require more complex methods.

The portfelliväärtus is crucial for several reasons. It helps investors understand their net worth and track progress towards their financial goals. It is also essential for rebalancing a portfolio, as changes in asset values can shift the intended asset allocation. Furthermore, it is a basis for calculating investment returns and fees, which are often percentage-based. Monitoring portfelliväärtus allows investors to make informed decisions about buying, selling, or holding assets to optimize their investment strategy.