Investment Portfolio Construction Case Study - FIN3CSF Sydney SP2 2019

This case study provides a detailed analysis of investment portfolio construction for a new client with $2 million to invest. It begins with an overview of the global and Australian economic outlook, considering factors like the US-China trade war, Brexit, and interest rate changes. Based on the client's risk profile and preference for capital growth, an active investment strategy is developed, focusing on both Australian and global markets, including technology and commodity companies. The recommended portfolio includes equity share purchases and short sales, investments in LICs and ETPs (including global growth, cybersecurity, China large-cap, and gold bullion ETFs), a hedged position for ASX equity investment, and cash equivalents. The document provides detailed information on the selected securities, including P/E ratios, historical betas, ROE, ROCE, and background information. The case study concludes with a bibliography of relevant sources.