A portfolio is a collection of your investments. For example, a Wealthsimple portfolio may consist of the following:
- A Wealthsimple ISA
- A Wealthsimple SIPP
- A Wealthsimple Junior ISA
- A Wealthsimple General Investment Account
Within each account, you will hold 10-12 different funds.
All of your different Wealthsimple accounts grouped together is your Wealthsimple portfolio.