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Investing 101

What is a portfolio?

A portfolio is simply a combination of different financial assets that you own. These assets can include stocks, bonds, commodities, real estate and cash - alongside ETFs and other types of funds.   

How you decide to design your portfolio will be based on many personal factors, including your investment goals, how much risk you are able to take, how long you want to invest for and when you plan to retire.  

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Spreading your investment across different asset classes can help provide diversification to your portfolio - reducing the impact of any individual asset that falls in value.  

Monitoring the performance of the different assets will help you determine if your portfolio is delivering what you expect. If you want to make changes, you can buy and sell the components whenever you wish.  

Trackinsight

About Trackinsight

Since our founding in 2016, we have been at the forefront of the industry, delivering accessible, comprehensive, and reliable tools to support the evolving needs of investors.

Over the past decade, Trackinsight has expanded its operations across six countries, serving thousands of professional investors. We’ve consistently innovated to provide cutting-edge solutions that meet the changing demands of the ETF market.

In 2024, Kepler Cheuvreux, a leading independent European financial services firm, acquired a majority stake in Trackinsight, becoming the company's principal shareholder.

This strategic partnership solidifies Trackinsight's position as a premier provider of ETF selection and analysis tools, while strengthening Kepler Cheuvreux’s commitment to becoming a leading player in the ETF sector.

Together, we are committed to offering advanced services that empower professional investors, advisors, institutions, and issuers. This new step enables us to deliver even more comprehensive and innovative technological solutions, driving ETF investing to new heights.

More about Trackinsight
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