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ASSIGNMENT OF INVESTMENT PORTFOLIO

Write an investment proposal for managing a portfolio, including investment strategy, asset allocation, and security selection.

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Added on  2022-09-27

ASSIGNMENT OF INVESTMENT PORTFOLIO

Write an investment proposal for managing a portfolio, including investment strategy, asset allocation, and security selection.

   Added on 2022-09-27

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Running head: INVESTMENT PORTFOLIO
Investment Portfolio
Name of the Student:
Name of the University:
Author Note:
ASSIGNMENT OF INVESTMENT PORTFOLIO_1
INVESTMENT PORTFOLIO1
Executive Summary:
Managing of portfolio is an important skill required by an investor while investing their
capital in the portfolio. The investor needs to purchase and sell shares and other securities to
manage the portfolio and generate return. However, to generate return within the risk
tolerance level the investor has to invest in the portfolio in an appropriate asset allocation
within the investor risk profile level. Also the selection of security is an important aspect of
management of portfolio. The security needs to satisfy the various stock screen process and
has to be within the investor risk tolerance level before being included in the portfolio. Thus
this report analyses the various aspects of the portfolio management process.
ASSIGNMENT OF INVESTMENT PORTFOLIO_2
INVESTMENT PORTFOLIO2
Table of Contents
Introduction:...............................................................................................................................3
Discussion:.................................................................................................................................3
Strategy of investment:..........................................................................................................3
Asset Allocation:....................................................................................................................3
Security Selection and Justification:......................................................................................4
Invested Portfolio:..................................................................................................................5
Conclusion:................................................................................................................................6
References:.................................................................................................................................7
ASSIGNMENT OF INVESTMENT PORTFOLIO_3

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