A security portfolio is a combination of investments that a person or organization holds to generate income or to achieve long-term financial goals. Synonyms for "security portfolio" include investment portfolio, asset allocation, wealth management, and investment mix. An investment portfolio is a diverse range of investments such as stocks, bonds, funds, and real estate that provide a balanced and diversified mix to manage risks and generate returns. Asset allocation refers to the process of dividing investments proportionally among different asset classes to achieve specific financial objectives. Wealth management includes the strategic management of assets to preserve and grow wealth over time. Investment mix refers to a combination of asset classes within a portfolio that balances risk and return.