Build an investment portfolio for client to maximize return

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Reference no: EM131076360

Project Instruction:

(1) This is an individual Investment Project

(2) As an investment manager, you have $1,000,000 to invest in the world of global equity market thru U.S. Exchanges in U.S. listed equities and ETFs

(3) You are assigned to build an Investment Portfolio for a client to maximize the return

(4) You are allowed to select quality ETFs or equities listed on Tab (5); bonds and penny stocks not allowed

(5) You must be honest with your operations information as superior performance does not deliver higher grade

(6) You must use your final week's holdings to calculate your "Portfolio Standard Deviation," "Average Excess Return," and "Sharpe Ratio"

(7) A final report (e-copy) completed with "Executive Summary" must be submitted the same date of your Final In-Class Exam.

Attachment:- Equity_Portfolio_Management_Project.xlsx

Reference no: EM131076360

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