This investment management report, prepared for a client, details the investment policy statement, stock selection process, and the creation of an equally weighted portfolio. The portfolio, composed of Westpac Bank, BHP Group, and Fortescue Metal Group, is analyzed using data from December 31, 2009, to December 31, 2019. The report employs various risk and return metrics, considering diversification principles to assess individual stocks and the overall portfolio. A statistical analysis is conducted to evaluate performance, leading to recommendations for a more active fund management approach to modify risk and return. The methodology includes data analysis of ASX 200 stocks, with an investment of $900,000, and the reinvestment of dividends. The report's research applies portfolio theories and the investment policy statement, considering risk tolerance, return objectives, liquidity, and time horizon. The stock analysis section provides descriptive statistics for the selected stocks and the benchmark index. The analysis reveals performance comparisons and insights into stock-specific characteristics, concluding with recommendations to enhance portfolio management.
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