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INVESTMENT ANALYSIS TABLE OF CONTENTS

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Added on  2020-07-22

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INVESTMENT ANALYSIS | TABLE OF CONTENTS TASK 1 Portfolio 1 TASK 2: Asset and portfolio risk 1 (a)Regression of companies stock and market return 1 (b) Analysis of risk associated with companies 5 (c) Analysis of risk associated with portfolio 5 TASK 3 6 (a)CAPM model and estimated return on stocks 6 Treasury bill rate of 0.45% is taken because it is a yearly treasury bill and most of times investors portfolio for a year and if required make

INVESTMENT ANALYSIS TABLE OF CONTENTS

   Added on 2020-07-22

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INVESTMENT ANALYSIS
INVESTMENT ANALYSIS TABLE OF CONTENTS_1
TABLE OF CONTENTSTASK 1 Portfolio.............................................................................................................................1TASK 2: Asset and portfolio risk....................................................................................................1(a)Regression of companies stock and market return..................................................................1(b) Analysis of risk associated with companies...........................................................................5(c) Analysis of risk associated with portfolio..............................................................................5TASK 3............................................................................................................................................6(a)CAPM model and estimated return on stocks.........................................................................6Treasury bill rate of 0.45% is taken because it is a yearly treasury bill and most of timesinvestors portfolio for a year and if required make changes in same.........................................6(b).................................................................................................................................................6TASK 4............................................................................................................................................8(a)Portfolio after reinvestment of dividend amount....................................................................8Figure 1CAPM model......................................................................................................................6Figure 2Dividend return on each unit of amount invested on single share of the company...........6Figure 3Abnormal and actual returns..............................................................................................7Figure 4Portfolio weights change and addition of new units..........................................................8Figure 5 Portfolio weight on 1December 2017...............................................................................9YTable 1Portfolio of companies.........................................................................................................1Table 3Portfolio growth rate for the specific duration....................................................................9
INVESTMENT ANALYSIS TABLE OF CONTENTS_2
TASK 1 PortfolioFigure Portfolio of companiesTASK 2: Asset and portfolio risk(a)Regression of companies stock and market returnTaylor Wimpey | P a g e
INVESTMENT ANALYSIS TABLE OF CONTENTS_3
| P a g e
INVESTMENT ANALYSIS TABLE OF CONTENTS_4

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