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Portfolio Management/Analysis

Based an the attached, provide the following:

o Policy statement
o Economic Analysis
o Sector Analysis
o Selection of industry within sectors
o Selection of investments - buy investments by dating the purchase a year back so that you have more than 6 weeks market data to work with. You are not required to have a profitable portfolio - that is not part of the exercise.
 Addressing risk, diversification, global investing, return expectations
o Selection of index
o Behavior
 What has happened to this investment over the last year in relation to news about it? Also discuss the current status of the 50-day/200-day moving average and what it means.
o Results
 Individual/portfolio expected vs. actual annual returns, index vs. portfolio performance
 Evaluation of portfolio management (at least one method)


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Please refer to attachment.

Please Note:

1. Not sure about the current status of the 50-day/200-day moving average as data is missing. The ...

Solution Summary

An example of an investment portfolio analysis, including the Investment Policy Statement, Economic Analysis, Sector Analysis, Expected Return, Investment Horizon, Risk identification, diversification, Global investing, Return expectations, technical analysis, Performance evaluation