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Design a portfolio of securities for a balanced investor

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Reference no: EM133121771

  1. Design a portfolio of securities for a Balanced Investor Profile (60% equities and 40% Fixed Income as a rough approximation)
  2. How did you make the securities selections?
  3. Design a market index for which the portfolio performance will be measured
  4. How is it constructed? How does it differ from existing indices?
  5. For 2 weeks track the portfolio's performance against your benchmark
  6. Highlight any historical or Assignment period Risk and Return metrics that you think are pertinent
  7. Provide a report outlining the portfolio and index details, how it tracked, and why during the evaluation period.
  8. Provide your key learnings

Reference no: EM133121771

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