Understanding Your Assets
Like cash in a bank account, assets in a brokerage account include a total balance by asset type. The investment assets in your portfolio are known as "holdings," each of which has a unique position on a financial security.
What an Equity Position Includes
The Types of Investment Return
It's your job to monitor holdings to ensure that they are adhering to your investments objectives related to risk and expected return.
While performance varies considerably by sector and economic phase, returns of 8 to 10% per year are historically common for stocks and the yields of investment-grade bonds often range between 2% to 4%.
What Makes Stock Prices Move
What Else Can Affect Stocks
Don't sell just because the market dislikes it today