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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.
The idea behind duration is simple. Suppose a portfolio has a duration of 3 years. Then that portfolioâs value will fall about 3% for each 1% rise in interest ratesâor rise about 3% for each 1% decline in interest rates.Such a portfolio is less risky than one which has a 10-year duration.t is as simple as that. Suppose a portfolio has a duration of â2 years. The portfolioâs value will rise about 2% for every 1% rise in rates. It will decline about 2% for each 1% decline in rates.