note u will need to collect data your self of bloomberg or yahoo finance.
Requirements
You are required prepare a report that:
• Determine the return before taxation on each of the three securities and the portfolio as a whole over the investment period (52 weeks)
• Assesses the level of risk taken for each of the three securities and for the overall risk of the portfolio.
• Evaluates and comments on the performance of the investment portfolio relative to the FTSE100 with consideration of risk and return.
• Discusses how the portfolio may have been hedged and any difficulties obtaining a perfect hedge.
The report must be supported by spreadsheets that show how the calculations underlying the report have been undertaken.
Weighting
50%
Word limit
A report of 3000 words in a Microsoft Word Document plus supporting calculations in
a Microsoft Excel document.
Word limit
A report of 3000 words in a Microsoft Word Document plus supporting calculations in
a Microsoft Excel document
