Portfolio Management and Theory

This report focuses on identifying the overall portfolio for Jack and Gloria, which could help them through the superannuation period. The investment policy statement of Jack and Gloria is mainly conducted in the assessment to identify the return and risk attributes of the individuals. The analysis of different sectors of ASX index is conducted, which relatively helps in identifying the stocks that could be taken into consideration for improving profitability of the superannuation fund. The advantages and disadvantages of momentum analysis is also conducted to identify the minimum level of returns that could be generated from an investment.