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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.
Some investments that you might include in an investment portfolio are: 1  Dividend-Paying Stocks. 2  Dividend stocks are those that pay out a portion of company profits at regular intervals. 3  You donât have to sell your stock; rather, the company issues you payments based on the number of shares you have.