Table of Contents Investment Analysis

Running head: INVESTMENT PORTFOLIO
Investment Portfolio
Name of the Student:
Name of the University:
Author’s Note:

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Table of Contents
Investment Analysis.........................................................................................................................2
References........................................................................................................................................4

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Investment Analysis
The investment analysis for the report can be well done with the help of the asset
allocation that has done by the portfolio manager whereby the total funds invested is around
$99,778.52. The asset investment would primarily be done in the field of the Large Cap Equity,
Small CAP Equity and Cash Investment. The portfolio investment primarily included cash as the
primary investment for the asset allocation in the portfolio in which key around $82,721 amount
was invested representing around 82.90% worth of investment from the company side.
Investment in small cap equity was around 0.071% and investment in the large cap asset was
done around 17.024%. It is important to note, that liquidity has been the primary source of
principle which was followed while allocating asset. The ending value of the portfolio has been
around $99,415.26 whereby it represent an overall loss in the portfolio value in percentage terms
of around -0.36%. Investment planning for the portfolio has been primarily done by assessing the
client risk portfolio which is highly risk averse and it was seen that majority of the cash
investment that was done by the company was done was in particularly done because of the
client profile. In particular it is important to note that the large cap investment did not perform on
an overall portfolio basis as some of the stocks included in the portfolio underperformed after the
time period of investment was over. Stocks in particular Verizon Communication
underperformed in the portfolio whereby the stock price at the time of initiation or starting of
portfolio was around $60.65 showing a percentage fall of about 2.51%. On the other hand the
Snap Stock has shown the highest percentage of decrease in portfolio terms whereby the stock
has fallen around 6.49% in the trend period. The other key stock that has fallen in percentage
terms is the Chipotle Mexican Grill Stock whose value was around $837.04 and fell to around

3INVESTMENT PORTFOLIO
$819.04 showing a percentage fall by around -2.15%. The only stock that has shown a consistent
increase in the profit was the Nike Company which increased from $87.69 to around $92.25
showing an increase by around 5.20%.
In particular, it was important that investment in stocks that have well generated sound
returns should be further considered for investment and valuation purpose whereby the
investment in Nike Stocks should be further increased to a considerable amount so that the
portfolio value increases considerably. The key learnings from the investment that is well
examined from the above stock portfolio is that the stock investment in portfolio should be done
in a more diversified manner so that the risk and return in the portfolio does not affect much.

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References
Lee, B., 2019. Objective Functions in Portfolio Construction. World Scientific Book Chapters,
pp.40-51.
Padma, A. and Rambabu, G., 2017. Optimal Portfolio Construction by Using Sharpe Single
Index Model. Sumedha Journal of Management, 6(4), pp.57-65.
Thayer, P.K., Betro, M.F. and Emsbo-Mattingly, L.J., FMR LLC, 2019. Seasonal portfolio
construction platform apparatuses, methods and systems. U.S. Patent 10,217,167.