Designed specifically for healthcare clients, Certiphi Screeningâs proprietary SanctionsBase tool provides an easy, intuitive to conduct ongoing excluded parties screening on both employees and contractors.
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.
Say an investor purchased 1,000 shares at $20 one year ago. The closing stock price is now $40. The investor decides to sell his shares to lock in a 100 percent return on his investment. A trader seeking to enter a trade notices that the closing stock price is significantly lower than it's been over the last two days.