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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.
How To Keep Stock Records It is your responsibility as a shareholder to keep records of your stock transactions. Those records should include: 1. Stock purchase price (adjusted for any stock splits and/or spin mergers) 2. Date of Purchase or Acquisition 3. A 2 for 1 stock split occurred on 06/12/92, 20 shares were credited for the 20 shares already held, making the account balance 40 shares. The cost basis price is divided by 2 making the new cost basis $52.00 per share. The new âsplit sharesâ have the same cost basis of $52.00 per share.