What Is Portfolio Net Worth
Portfolio net worth is the total value of your investment accounts minus any outstanding investment-related debt. It includes stocks, bonds, mutual funds, ETFs, and other securities held in taxable or tax-advantaged accounts.
How to Calculate Portfolio Net Worth
Add the current market value of all holdings, then subtract any margin loans or other investment debt. Use recent prices or account statements for accuracy. Regular updates help track progress over time.
Why Portfolio Net Worth Matters
Portfolio net worth shows the size and risk exposure of your investment holdings in one number. It helps compare growth, rebalance allocations, and set financial goals. For broader context on net worth measurement, see Investopedia.
