This investment management report presents a comprehensive analysis of a client's investment portfolio from 2009 to 2019, focusing on a notional investment of A$900,000 in the Australian Stock Market. The portfolio, constructed based on the client's Investment Policy Statement (IPS), comprises equal investments in ANZ Bank, Rio Tinto Company, and BHP Group. The report details the research methodology, approach to portfolio construction, and stock analysis, including annual performance evaluations and comparisons with the All Ordinaries Index benchmark. The analysis covers return, risk, and correlation metrics, including descriptive statistics and a correlation matrix, to assess the portfolio's performance and provide recommendations. The portfolio, after accounting for dividend reinvestment, generated a return of 6.50%, outperforming the benchmark index's 4.49%. Risk assessment involved standard deviation and coefficient of variance calculations for each stock and the portfolio. The report concludes with recommendations for a more active portfolio management style, suggesting adjustments to stock weightings to optimize returns.
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