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...

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...

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...

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...

Investments

We initiated this paper with the objective of earning $1 million in 20 years down the line with the present value of investment of $250000. At the same time, in part A of this report, we also discussed the importance of diversification for our portfolio which eliminates most of the unsystematic risk leaving our portfolio exposed only to market risk.
Thus, in order to achieve our objective and to create a diversified portfolio, we selected four equity stocks from US stock exchange, namely, Ebay Inc., Apple Inc., Starbucks Inc. and Bank of America. In addition, since we want a Continue reading...

Introduction

General Electric (GE) is a large company that contains a diversified portfolio. The company operates in the global sector and faces a challenging business environment. It is important to analyze and understand the external environment of GE for the effective selection of techniques that will enable the company to sustain a competitive advantage. The analysis of the case study of GE will help managers learn ways in which they can make their companies sustain their competitive advantages. The case study analysis revolves around the two-decade leadership of Jack Welch.
Jack Welch was a very successful CEO of General Electric ( Continue reading...

Google is an online search engine based in California but with branches worldwide. The company was founded and developed by Sergey Brin and Larry Page, two computer graduates from Stanford University in 1996. The company was initially named Backrub but later changed to Google, a name that was adopted from the word googol meaning a numerical number one which is followed by a hundred zeros. This name was influenced by the founders’ core mission of making infinite information available to the internet users. The success story of Google has evolved from a small search engine company operating in a Continue reading...

Section 1

My priority in the short term lies in affording myself opportunities to gain expertise and experience in finance and management, which I can leverage in the subsequent years to build a successful career. To this end, I intend to start out in an industry that is both demand and draws directly on the principles, concepts, analytical tools and methods that I have gained in my course. I hope to start out in the banking industry, but specialize in real estate financing and investment. The banking industry will allow me to utilize the financial analysis tools that I have already Continue reading...

The paper focuses on an examination of the article Same Returns, Less Risk by Levisohn and Light. It occurs through a summary of the article and subsequent comparison of its contents to the chapter on risk and return.

Article Summary

The article depicts investors’ current hesitation to invest in various assets. It follows the impacts of risks associated with the recent financial crisis and other complications. The authors highlight the need to avoid hesitation in times of uncertainty in the market. Investors should take advantage of the market’s volatility; in such times, there is a high chance of ordinary investors Continue reading...

Executive Summary

After a critical evaluation of the financial position and other strategic aspects of Equity Residential, it is clear that the financial and strategic position of the company is very effective and sound, and they have all the guts from which they can flourish positively in the market. They have the manpower and they have the innovative aspect which will help them to get their full potential.

Current Situation

Business Model
Business model is very important for the sake of an enterprise, because without a perfect business model, it is not possible for the companies to maintain their level of significance in Continue reading...