Investment Objectives And Constraints | Portfolio Analysis

Portfolio Analysis 1
Date : 14 / 02 / 2020
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Assessment Number: Portfolio Analysis

Portfolio Analysis 2
The portfolio for the endowment fund is defined as follows:-
(Humber Trading, 2020)
Investment objectives and constraints – The idea behind this portfolio has to have a mixed
variety of the industry analysis which may be in terms with the sector bifurcation. The company
deals with various sector which may include Technology, services, consumer goods, oil and gas
production, as well as the factor industry.
Risk objectives/tolerance
The fund analysis is based on the factor that the risk is minimum though being an equity
investments and therefore, the analysis is reflected on the matter that the money is divided wisely
and the bifurcation so that the fund leads to low level of risk and high return value. On the more,
tolerance level is high so that sudden change in the market charges will lead to minimum losses.
Return objective

Portfolio Analysis 3
The company selected will be in such manner that it will assure that the company provides an
great level of sustainability and a good reputation, it will further, assure that the portfolio builds
with a nice reputation and brand building. Further, the portfolio is selected of those where
fluctuations are minimum.
Income vs. growth
In connection with the each single companies it is evident that the income versus growth, it is
evident that the money value of the all five stocks has gradually on an average basis have
increased by about 1 percent to around 5 percent. Further, the analysis is about the growth the
company has assured that the level of the growth has been increased in terms with the PE Ratio
as well as the volume ratio.
Liquidity
The liquidity in terms of selling the whole products is not very high at this moment as it is
evident that the liquidity will surely assure as the investment is made on the basis that the
portfolio will surely lead to provide an better and stable returns only if the same leads to provide
an objectivity based on the long term analysis and therefore, liquidity is little on a lesser side of
the bargain.
Time horizon
The portfolio selection clearly explains that the data study of the assets as well as the money
allotment on the share is done keeping in mind a larger based time period which is having a
much long time horizon rather than short.
Tax considerations