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(Solved) Case Studies on Finance

   

Added on  2021-05-31

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Finance
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Running head: CASE STUDIES FINANCE 1Case Studies Finance 1Name of the Student:Name of the University:Authors Note:
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CASE STUDIES FINANCE 11Table of ContentsIntroduction:...............................................................................................................................2Evaluating the underlying investment philosophy and strategy for the development of theportfolio:.....................................................................................................................................2Recommended investment component of the portfolio:............................................................3Conclusion:................................................................................................................................6Reference and Bibliography:......................................................................................................8
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CASE STUDIES FINANCE 12Introduction:The aim of the assessment is to prepare an adequate investment portfolio, which couldhelp in improving the level of returns from investment. In addition, the created portfolio alsohelps in understanding risk and return attributes of the investors, where 75% of theinvestment is conducted in Austrian equity,20% in ETP and LIC, and 15% in cash holdings.Moreover, with the help of portfolio income from investment would eventually increase,which might help in generating high level of returns from investment. The adequate shortselling is conducted with index hedging, which might help in improving the level of profitsfrom the created portfolio.Evaluating the underlying investment philosophy and strategy for the development ofthe portfolio:The main investment psychology is to increase the returns from investment, whileminimising any kind of risk from investment. The investment psychological mainly indicatedthe creation of adequate portfolio, which could help in generating high level of returns frominvestment. The main psychology in preparing the portfolio is to select stocks which hashighest return calculated from historical price movement. This would eventually help increating an adequate portfolio which will generate the highest returns from investment. Thestocks with low return are relatively ignored to minimize the risk from investment whileimproving the rate of success in generating higher income from the investment. The adequateinvestment opportunity is relatively detected in ETP, LIC and Australian stocks, which wouldgenerate the highest rate of returns from investment. The use of Technical Analysis relativelyhelps in identifying the overall investment scope which could be generated from thecalculation (Cervelló-Royo, Guijarro & Michniuk, 2015). The use of 10 days simple movingaverage daily helps in detecting the financial viability of the investments conducted in the
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