Defined Portfolio

In addition to ETFs and Mutual Funds, the third type of pooled asset, publicly traded entity that investors may consider is the defined portfolio, or investment trust. It's usually a mix of stocks, bonds, and related assets that are fixed and not slated for individual trade, to be retained in the portfolio for the duration of the platform. These are often in specific sectors, such as energy, oil and fuel transport, or real estate. A REIT (Real Estate Investment Trust) and a Unit Investment Trust are two examples of defined portfolios.

Contrary to some rumors, there are no cryptocurrency defined portfolio trusts on the horizon.