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Meeting: Meeting date: Report of: Portfolio of:Executive 21/01/2025 Debbie Mitchell, Director of Finance Councillor Katie Lomas, Executive Member for Finance, Performance, Major Projects, Human Rights, Equality & Inclusion.Decision Report: FINANCIAL STRATEGY 2025/26 to 2029/30 Subject of Report 1.This report presents the financial strategy 2025/26 to 2029/30, including detailed revenue budget proposals for 2025/26, and asks Members to recommend to Council approval of the proposals. The financial
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A portfolio is a collection of financial assets, such as stocks, bonds, real estate, and cash equivalents, aimed at achieving specific investment goals.
Individuals or entities who have significant investments or property holdings may be required to file a portfolio report, typically mandated by regulatory authorities or for tax purposes.
To fill out a portfolio report, gather all relevant financial documents, list each asset and liability, categorize them properly, and provide accurate valuations and dates, following the specific format required by the reporting authority.
The purpose of a portfolio is to outline an individual's or organization's financial investments, monitor performance, assess risk exposure, and ensure compliance with regulatory requirements.
Information that must be reported includes asset types, values, purchase dates, return rates, liabilities, and any relevant transactions during the reporting period.
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