Complete a project based on your choice of an investment portfolio

Assessment II (60% weighting)

You will be expected to complete a project based on your choice of an investment portfolio.

You have i??100,000 to invest. You should study the markets and the available financial products and then select a portfolio of between 4 and 6 individual products. The products may be debt, equity, derivatives or cash in any combination, although all must be listed in a publication where they can be tracked and measured.

Over the course the portfolio should be monitored, analysed and reported upon. The final report should contain an analysis of your chosen investments with a detailed reasoning for your selection. You are expected to consider all the risk factors involved and also to give a brief assessment of your expectations.

The portfolio will be deemed to be in existence for the period from Monday 2nd March 2015 to Monday 6th April 2015.

Note that this is an assessment of your ability to thoughtfully construct and justify a portfolio and your ability to report and analyse its performance professionally. You should do external research and explain your answers. You should not limit yourself to the content covered in the lectures i?? doing so is not sufficient for the assignment i?? you should at least read the assigned portions of the textbooks.

Word limit 2500

The actual performance of the portfolio will not be a factor in the marking of your work i.e. you will not get more marks for a portfolio which makes more money.

Keep a copy of both your courseworks until marked work is returned.

Complete a project based on your choice of an investment portfolio

You will be expected to complete a project based on your choice of an investment portfolio.

You have i??100,000 to invest. You should study the markets and the available financial products and then select a portfolio of between 4 and 6 individual products. The products may be debt, equity, derivatives or cash in any combination, although all must be listed in a publication where they can be tracked and measured.

Over the course the portfolio should be monitored, analysed and reported upon. The final report should contain an analysis of your chosen investments with a detailed reasoning for your selection. You are expected to consider all the risk factors involved and also to give a brief assessment of your expectations.

The portfolio will be deemed to be in existence for the period from Monday 2nd March 2015 to Monday 6th April 2015.

Note that this is an assessment of your ability to thoughtfully construct and justify a portfolio and your ability to report and analyse its performance professionally. You should do external research and explain your answers. You should not limit yourself to the content covered in the lectures i?? doing so is not sufficient for the assignment i?? you should at least read the assigned portions of the textbooks.

Word limit 2500

The actual performance of the portfolio will not be a factor in the marking of your work i.e. you will not get more marks for a portfolio which makes more money.