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Design a portfolio of securities for a balanced investor

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Reference no: EM133123073

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. Create a 3-page report outlining the portfolio and index details, how it tracked, and why during the evaluation period.

8. Provide your key learnings

Reference no: EM133123073

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