Need a bit of help to solve. Please review xls. file and and each question in word doc.© BrainMass Inc. brainmass.com October 25, 2018, 4:41 am ad1c9bdddf
The variance of S&P returns using the VAR function is clarified in this solution.
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
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.
Individual/portfolio expected vs. actual annual returns, index vs. portfolio performance
Evaluation of portfolio management (at least one method)