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DEFINITION of 'Portfolio'. A grouping of financial assets such as stocks, bonds and cash equivalents, as well as their mutual, exchange-traded and closed-fund counterparts.Portfolios are held directly by investors and/or managed by financial professionals.Next Up.hink of an investment portfolio as a pie that is divided into pieces of varying sizes representing a variety of asset classes and/or types of investments to accomplish an appropriate risk-return portfolio allocation.
Options is a security that is neither debt nor equity but derives its value from an underlying asset that is often another security. Answer: TRUE Level of Difficulty: 1 Learning Goal: 1 Topic: Options 3. Preferred stock is considered a hybrid security because it blends the characteristics of both bond and equity.