User Account

All Pages

Portfolio Project, Portfolio Management

Assignment Help:
The purpose of this project is to help you to gain an understanding of how the stock market works and of the relationship between theory and practice.

You are given a notional £200,000 to invest and manage. You are required to follow an active trading policy at least in the first term. In the second term you can follow a buy and hold policy. Shares must be bought in multiples of 100 if the price is less than £2 and in multiples of 50 if the price is greater than £2. Debentures and Government stocks, which have a nominal value of £100 each, may be bought without restriction.

Commission is payable on all purchases and sales, at the following rates:

Ordinary Shares 1.0% of value (minimum: £10)
Government Securities 0.7% of value (minimum: £12.50)

You may invest in overseas securities, though all transactions must be in £ Sterling.

Transfer stamp duty is payable on all share purchases: the rate is £0.50 for every £100 or fractional part of £100.

There are no overdraft facilities nor additional sources of finance. Your cash balance must not become negative.

You are required to liquidate your holdings by Friday 22 March, 2013, and to submit your portfolio project, together with your transactions table, by Friday 29 March, 2013. When writing up the project, there is no need to describe every single transactions you have entered into (though every transaction should be listed in your transaction sheet). You should:

(i) Outline the portfolio theory that you have applied in your project.

(ii) Carefully explain your investment policy, giving examples of how you implemented it and explaining how and why it changed over the life of the project (if it did);

(iii) Explain carefully what brought about the changes (for example, knowledge you gained on the course or from practical experience);

(iv) Comment on your findings.

(v) Comment on the divergence between the theory you have learnt on the course and the practical problems of implementation;

(vi) Comment on the performance of the stock market in general and on what you think has influenced it over the life of the project;

(vii) Provide an assessment of how well your strategy has worked in terms of risk and return. This will require a brief comparison with other strategies, one such being a buy-and-hold policy.

(viii)Any limitations that you encountered.

Related Discussions:- Portfolio Project

Types of inventory control systems, Problem 1: The procurement concept ...

Problem 1: The procurement concept encompasses a wide range of supply activities including all stages of the procurement cycle. Explain briefly these stages. Describe why the

Dicuss the phases of portfolio management, Ask question #Minimum 100 words ...

Ask question #Minimum 100 words acce8-10 pagespted#

Estimate of bond rating, Estimate of Bond Rating The score for UNH bas...

Estimate of Bond Rating The score for UNH based on the Altman model is a score of 3.23. Based on the bankruptcy range for this model, the bond rating for UNH is estimated in t

Design eportfolio system, What you see below are the CCB MBA Learning Goals...

What you see below are the CCB MBA Learning Goals for MBA students. These are the learning goals which each of you track within the ePortfolio system. For each of the 6 goals or s

Calculate the standard deviation, Choose any five securities at random and ...

Choose any five securities at random and determine the average returns for each company for the 132 months along with the variance and standard deviation of these returns. Next con

Hedge funds performance, need helf with my disseration

need helf with my disseration

Market Efficiency, what is the random walk and the efficient market hypothe...

what is the random walk and the efficient market hypothesis?

Portfolio management, Use of portfolio management in cosntes

Use of portfolio management in cosntes

Financing, #questYou have the following limited information upon which to b...

#questYou have the following limited information upon which to base your decision as to which is the better of two alternative funding arrangements: • Alternative 1 is to arrange f

Accelerated share repurchase - asr, Accelerated Share Repurchase is a speci...

Accelerated Share Repurchase is a specific method through which corporations can again purchase outstanding shares of their stock. The accelerated share repurchase (ASR) is general

Write Your Message!

Captcha
Order Assignment

Featured Services

Order Now

Popular Subjects

Free Assignment Quote

Assured A++ Grade

Get guaranteed satisfaction & time on delivery in every assignment order you paid with us! We ensure premium quality solution document along with free turntin report!

Submit Assignment

Academics

Major Subjects

Majors

Get In Touch

whatsapp: +91-977-207-8620

Phone: +91-977-207-8620

Email: [email protected]

TERMS & POLICIES

HELP & SUPPORT

All rights reserved! Copyrights ©2019-2020 ExpertsMind IT Educational Pvt Ltd