Identify assets allocation structure of portfolio

Reference no: EM133202692 , Length: Words Count:3000

Assignment:

Instructions for assessment

The assessment for this module relates to asinglecoursework submission (in a maximum of 3000 words), requiring you to complete a small project based on your choice of an investment portfolio.

Investment portfolio exercise:

You have £1,000,000 to invest. You should study the markets and the available financial products and then select a portfolio of between 5 and 10 individual products/assets. The products that you include in the portfolio may be fixed income, equity, ETF or cash in any combination, although all must be listed in a publication where they can be tracked and measured.

The portfolio should be monitored, analysed, re-balanced and reported upon. The report should contain an analysis of your chosen investments with a detailed reasoning for your selection. You are expected to consider all the risk factors involved and also to give a brief assessment of your expectations.

Note that this is an assessment of your ability to thoughtfully construct and justify a portfolio and your ability to report and analyse its performance professionally. You should do external research and explain your answers. You should not limit yourself to the content covered in the lectures - doing so is not sufficient for the assignment - you should at least read the assigned portions of the textbooks.

Word limit: 3000

The actual performance of the portfolio will not be a factor in the marking of your work i.e. you will not get more marks for a portfolio which makes more money.

Instructions for setting initial assessment portfolio during reading week:

• Read the assignment.

• Identify assets allocation structure of your portfolio based on the principles and test you completed.

• Examine seminar materials for ideas on how to choose fixed income and equity instruments. Consider Modern portfolio theory and Capital assets Pricing Model reasons when choosing stocks and bonds

• Create portfolio using www.portfoliovisualizer.com during reading week. The portfolio should consist with bond, ETF, stocks, cash, cash equivalent instruments

• The portfolio should consist from minimum 5 to maximum 10 assets.

• The portfolio period should be approximately 5 years (from 2016)

• Take into consideration monetary policy and macroeconomic outlook of the key markets (UK, US, emerging markets) which you believe best corresponds with your investment objectives

• We suggest rebalancing your portfolio if you believe some stocks performs poorly

Reference no: EM133202692

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