Free Essays on Portfolio to Get Inspired & Learn by Example

Introduction

The entire field of financial management has been categorized on different things and techniques that include financial analysis, accumulation and management of finance, and investment analysis and management. Investment management is a branch of finance that specifically associated with the management of the investment through sophisticated tools and techniques, used by the investment analysts to value their investment.
Investment techniques are always sophisticated and complex, and it required lots of hard work, study, investigation and analysis to complete it in a comprehensive manner. Some of the major investment techniques that used by the analyst in the field of finance Continue reading...

Introduction

In this report, we will illustrate the portfolio construction process where each stock or asset will be selected considering the client’s risk-return objective. Since, the client is risk-averse; we will not expose the portfolios to high risk, and will try to construct the portfolio composition with the core fundamentals of the portfolio management, i.e. a highly diversified portfolio where weights of each portfolio will be selected on the basis of maximum return-minimum risk profile.

Section 1

a)Five companies to be considered while optimizing the portfolio are Apple Inc., Starbucks Coffee, Caterpillar Inc., Nike Inc. and General Motors. While selecting Continue reading...

Section 1: Five companies’ stocks selection

Rationale for the five stocks selection and analysis key information about each company’s background
BP p.l.c.
BP P.l.c. operate an integrated gas and oil company. It has three segments of operation: Upstream, Downstream, and Rosneft. The segment of Upstream engages in the exploration of oil and natural gas, development of the field, and production; transportation of midstream, and processing and storage; and trade and marketing of natural gas. The segment of Downstream manufacturers, refines, markets, supplies, transports and trades in petroleum, crude oil and petrochemicals products and services that are related to retail and wholesale customers. The segment Continue reading...

Considered as an unstable industry despite the rewards and benefits that it can produce, the financial world still continues to grow. Because of its volatility, Omisore, Yusuf and Christopher (2012, p. 19), discuss that systems of finance require critical analysis for the appropriate assessment of risks involved especially in certain investment vehicles. This event is where the investment theories come into play.
Investment portfolio theories form the groundwork for investors or financial planners. These theories guide individuals in allocating money and other assets in an investment portfolio. This portfolio has a continuous goal that is self-governing from the daily Continue reading...

How to beat the stock market? Or can we actually do that?

Just like any other investor in the market, even my trades were guided by the psychology of ‘’Want to be Warren Buffet’’. However, by the end of my trades, again like any other investor in the market I found that, ‘’There is only one Warren Buffet’’, as eventually I ended up on no-profit-no-loss situation. Although I trade in high-notch stocks such as Amazon, Microsoft, General Electric, and even the big-shot-ever-lucrative, Apple’ stock, but all I could manage is the break even. So, now I need to find, how to beat the markets? Or is it possible to beat the Continue reading...

Summary of Facts

Sarah Wolfe is the Chief Executive Officer (CEO) of a small investment management company that has around $ 25 million invested in their operational assets. It was founded in the year 1988 by Ms. Wolfe. She was a graduate from the Boston University and has sufficient information and experience related to return and risk analysis. She did a lot of reading to increase their financial knowledge with a strong focus on the risk management stance.

Problems

After a critical analysis and observation of the article related to the “Beta Management Company”, there are three important points or problems which come over Continue reading...

A man who has crossed four decades of his life, Mr. Armani is the only economically active individual in his family and is indulged in an employment, which pays him pretty well. From his savings, Mr. Armani made a financial decision to invest in a portfolio with a maturity period of ten years, a total sum of $100,000.
Various options needed to be disclosed to MR. Armani gave the high investment margin and our Company ‘Investment Solutions’ did the same in a discussion with him. The best decision seemed to be a portfolio that contained Australian stocks and Continue reading...

Introduction

The financial crisis of 2008 has ignited talks about the role securitization in the economy, which was once a latent subject. The recessionary impact felt in many countries during this period witnessed the collapse of banks, loans getting bad on large scale and owners of securitized securities taking a big hit. This leads to the debate on the effectiveness and limitations of the securitization process on the economic growth of a nation. The paper aims to discuss the role of securitization in the economy.
The paper is divided into five sections. The first section attempts to understand the meaning Continue reading...

Following the guideline of course id guidelines

Introduction
This is a research paper especially constructed to prepare a portfolio on women in Mexico. The portfolio has been constructed on basis of the electronic resources on Mexican women to be specified. The collection of data related Mexican women have importance to analyze the status, work performance, educational level, quality of living, dynamics of several issues related to women and at the same time it is highly effective to find out the role of women in the country’s progress. There was a time in Mexico when the condition of women in the society was at its lowest Continue reading...

Part A: Client’s Objective and constraints

Everyone is managing the risks in various ways because people have different abilities to manage the risks heavily. Irrespective the young age of the investors, they can be able to endure the general investment risks. This is because the young investors have more life span to conduct their projects and restore their status quo ante, when the conditions in the marketplace worsen, but only when they retire or nearing retirement.

Initial investment strategy

The company’s investment philosophy is uniquely based on the creation of the portfolio that meets our clients’ needs and preferences. Our goal is to serve our diverse investors Continue reading...