Report On Portfolio Selection | Investment Decision
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Added on 2020-02-14
Report On Portfolio Selection | Investment Decision
Added on 2020-02-14
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INVESTMENT PORTOFLIO
TABLE OF CONTENTS INTRODUCTION...........................................................................................................................3 (B) Marco and micro view on investment...................................................................................6 (2) Fund diversification....................................................................................................................9 (a) Industry..................................................................................................................................9 (b & c)Country/ developed and developing markets..................................................................9 (d) Investment vehicles...............................................................................................................9 (3) Identify the holdings.................................................................................................................10 (a) Factors that suggest that holding will perform better over chosen time period...................10 (B) Comparison between intrinsic value and market price......................................................10 (c) Risk factors in portfolio.......................................................................................................11 (d) Expectation of performance form the portfolio...................................................................11 (4) Conclusion...............................................................................................................................11 (5) Investment theory....................................................................................................................12 (a) Modern portfolio theory.....................................................................................................12 (b) CAPM..................................................................................................................................12 (c) Gordon’s growth model.......................................................................................................12 (d) Investment styles.................................................................................................................13 (e) The efficient market hypothesis...........................................................................................13 REFERENCES..............................................................................................................................14 INDEX OF TABLES Table 1: Portfolio of equity..............................................................................................................4 Table 2: Return percentage on equity after deducting stamp duty cost...........................................4 Table 3: Portfolio of mutual fund....................................................................................................5 Table 4: Actual return percentage on mutual fund after deducting initial cost...............................5 Table 5: Portfolio of bond................................................................................................................6 Table 6: Portfolio of bullion............................................................................................................6 Table 7: Portfolio of commodity......................................................................................................6 Table 8: Liquid amount that remaining after making investment in different financial instruments ..........................................................................................................................................................7 Table 9: Investment of cash in banks...............................................................................................7
Table 10: Aggregate capital gain of entire portfolio........................................................................7
INTRODUCTION Making investment decisions is a very tough task and for this one need to review lot of things. In order to earn profit investment can not be make on single asset. It is very difficult to prepare a portfolio. In this report portfolio of different securities are prepared. Valid reason for selection of security in the portfolio are given in the report. Along with this, in the end part of report investment theories are explained in detail. Table1: Portfolio of equity CompaniesPrice Expecte d returnStocks Expect ed price Capit al gain Current value Total value at end Total capital gain Admiral group (ADM)195423.92%252421 467.4 748850.0060536.7811687 Berkeley group (BKG)319813.01%273614 416.0 086346.0097577.8911232 Barratt development (BDEV)56513.60%2864276.8415820.0017971.412151 Hargreaves Lansdown plc133921.84%141631 292.4 218746.0022839.834094 Hargreaves Lansdown plc317313.21%233592 419.0 372979.0082616.619638 Intertek group plc28669.96%203151 285.4 057320.0063027.985708 Total capital gain 44509.48 9364 Return percentag e14.84%
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