FINC3001 - Investments and Portfolio Management - Report Writing - Accounting & Finance Assignment Help

Assignment Task

Task
You are required to construct a hypothetical $1 million Australian equities portfolio for Mr McCleod. You are to assume the role of a portfolio manager and design appropriate investment strategies for him, carefully addressing the following: 

1. Establish the portfolio’s investment strategies and management thereof. Note: this should align closely with the brief and key concepts specific to modern portfolio theory, market efficiency, and risky asset pricing models. You should also clearly specify your investment risk and size and style characteristics. For example, low, average or high beta stocks (or a combination), small cap, mid cap or large cap stocks (or a combination), and growth or value/income stocks (or a combination) (400 words)

2. Acknowledging key concepts pertaining to modern portfolio theory, market efficiency, and risky asset pricing models, conduct an overview and fundamental and technical analysis on each of the five (5) proposed ASX-listed stocks for inclusion in the portfolio. Note: you should aim for approx. 400 words for each stock and make good use of illustrations (e.g., charts, tables, figures, etc.) to support their inclusion 

3. Using illustrations, produce a detailed allocation breakdown of the proposed portfolio. This breakdown will include the names and ticker codes of the five (5) stocks, and the allocation in dollar and percentage values of the capital under management (i.e., $1 million inclusive of brokerage).

4. Discuss how you will evaluate and communicate the ongoing design and performance of the portfolio

5. Critique the portfolio’s investment strategies and management thereof. For instance, what do you (or do not) expect to work well with the portfolio you have designed for
Mr McCleod and, based on what you have learned throughout the unit, what would you do differently for Mr McCleod in terms of the portfolio construction if given greater autonomy over the design process?

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