Reference no: EM131243749
This is a investment course and i will sent all data to you i am doing the growth investor
Question 1. As an investor or portfolio manager, what investment goals and strategies did you follow while constructing your portfolios? Explain why you choose to be a value or growth investor or both at the same time while creating your portfolios.
2. Explain the reason of your investment in the industry that you considered for creating your active portfolio 1 [Hint: use macro-economicvariables and/or industry specific qualitative factors].
In addition, using company specific qualitative factors, the data you collected on financial ratios (that are provided in Eikon) under fundamental analysis and technical analysis (concentrating primarily on volume and moving average), explain your decision of stock selection for active portfolio 1.
3. Which stock did you purchase or sell to create your active portfolio 2 following fundamental and technical analysis. In addition, explain any changes in macro-economic factors or industry/company specific factorsthat affected your decision while rebalancing your portfolio 1.
4. Explain which stocks contribute more towards the risk/return of your portfolio in terms of the contribution of the top and bottom 5securities to your portfolio return along with the largest top 5 positions to your portfolio return. Alsoprovide the sectors and securities name that are underweight/overweight your portfolio compared to the BAFI1042 benchmark [Hint: allocation & selection effect]. You can use a table to distinguish between full replication, active 1 and active 2 portfolios while explaining.
5. Provide comments on total return/active return of your three portfolios and you are required to determine the total risk/active risk as well as the sources by looking at the tracking error of these portfolios.
6. Finally, compare and contrast the portfolios that you have created during sessions 1, 2 & 3 and summarize your comments on outcome achieved.
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