Example Investment Portfolio

Introduction In this report, we are going to discuss our overall investment strategy and to state our investment selection; and relevant analysis of some of our best and worst investment cases during this semester. ... Therefore, one of our strategies is to diversify our portfolio. We diversify our portfolio by trading stocks in quite a few different industries; and in each industry, we trade our stocks in many different companies. ... Best and Worst Investments Best Investments AAPL (Apple Inc) is one of the best investments in our portfolio. ... For example, we make a short sale of a stock c...

• Word Count: 1654
• Approx Pages: 7
• Grade Level: High School

Assignment Analyze the role of ethical investments in an investment portfolio and explain how a strategy of ethical investment may conflict with other investment objectives Response In the field of investments and financial investing, the financial actions we take are driven by our ethical concerns to society and the environment. ... Ethical investments play a major role in an investment portfolio and primarily manifests the strategy the investor partakes in. ... An example many consider as an unethical investment would be the British American Tobacco. ... Investing in such a company woul...

• Word Count: 543
• Approx Pages: 2
• Grade Level: Undergraduate

A mutual fund can be defined as a single portfolio of stocks, bonds, and/or cash managed by an investment company on behalf of many investors. ... When one invests in a mutual fund, they become a part-owner of a large investment portfolio, along with all the other shareholders of the fund. ... For example, the fund manager could have made some investments that didn't work out, sold some investments for less than the original purchase price, and there may be some capital losses. ... Equity-fund managers usually use one of three particular styles of stock picking when they make investme...

• Word Count: 1262
• Approx Pages: 5
• Grade Level: High School

For example, a manufacturer of baby food might want to determine the relationship between sales and housing starts as part of a sales forecast. ... Standard Deviation, which is one of the biggest parts of the Lens Model, is widely applied in modern portfolio theory, for example, where the past performance of securities is used to determine the range of possible future performances and a probability is attached to each performance. ... In security analysis, expected value, or mean, of all the likely returns of investments comprising a portfolio or value of the probability distribution of possib...

• Word Count: 609
• Approx Pages: 2
• Grade Level: Undergraduate

Before internet bubble burst, people were buying everything on credit and the expected worth of their stock portfolio. But once their portfolio was reduced to almost nothing, they could no longer pay for those things which had caused the amount of money people spend into the economy to decrease. ... The worst of all were the people who have 401k with the companies that went bankrupted and an example would be Enron. ... Also, with the devaluation of the US dollar, many foreign direct investments had been transfer out of the US. ... Many institutions that had investments in the stock market hav...

• Word Count: 1270
• Approx Pages: 5
• Grade Level: High School

So, people are ultimately driven by their emotions, not their logic, they are often irrational in making investment decision. 3. ... If one of the investors thinks the risk of the portfolio is too high, he can add a risk free asset into his investment portfolio and likewise if he thinks he could accept higher risk, he can borrow the money with risk free rate and invest the money in the risk assets. ... Because of the asymmetry of information, every investor choose their familiar assets in to their investment portfolio. The result is that there are no some portfolios in the world. For example...

• Word Count: 1260
• Approx Pages: 5
• Grade Level: Undergraduate

Our company recommends choosing safer investments; an example would be to start paying off mortgages on time and not to stick your head into debt if it's unnecessary. Investing in property is a great example of wealth, it's very similar to running a small business, yet it is not easy to maintain a business (no matter what size). ... My company usually concentrated on the only types of specialty funds that may make sense for a small portion of investment portfolio are the funds that invest in real estate. These funds can help to diversify your portfolio because they can perform bett...

• Word Count: 1224
• Approx Pages: 5

Investment Portfolio Portfolio Objectives: The name of our company is Future Outlook. ... If we had the ability of graduating out of high school with an investment portfolio on our side, we recognize that we may have been better equipped in regards to the issue of debt. ... One of the biggest and most limiting constraints during this project was our investments horizon. One of our major goals was to make a large positive return on the investments. The portfolio began at the beginning of September and it only lasted until the beginning of December, which was roughly three months of invest...

• Word Count: 1823
• Approx Pages: 7
• Grade Level: Undergraduate

Introduction A commercial bank is a financial institution that provides services, such as accepting deposits, giving business loans and auto loans, mortgage lending, and basic investment products like savings accounts, certificates of deposit, credit and debit cards etc. ... A bank's risk profile describes the various levels and types of risks in the portfolio. ... As such, the Bank must ensure that the Mortgage loan portfolio which is currently 40% and the highest of the overall lending portfolio should remain the highest of the overall lending portfolio. ... Liquidity risk is the risk s...

• Word Count: 1800
• Approx Pages: 7
• Has Bibliography
• Grade Level: Undergraduate