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.
Example: A company has certain preferred stock outstanding on which it pays a fixed dividend of $5 per share. The current price of this stock is $80. The cost of preferred stock = $5/$80 = 6.25%. The preferred stock may have additional features, which affects its yield and the cost. For example, call options, convertible into common stock, cumulative dividends, adjustable-rate dividends, etc.