FNCE $625$ Investment Analysis and Management

Individual assignment

Introduction:

Create a portfolio comprising a collection of three asset classes $($two traditional assets, namely stocks and bonds$)$ and one alternative asset class $($any one of your choice$)$ taking into consideration risk$-$return and modern portfolio theory.

You are expected to explain the rationale behind your portfolio selections, and more importantly explain why the portfolio you have constructed using these assets is a robust, well constructed, efficient portfolio in line with the discussion on the subject in class and material covered.

Use data, and analysis to support your explanation!

Deliverables: Written report $(5$ pages max$).$

Your written report should be structured with the following sections:

Introduction

Summary of Portfolio

Rationale for asset classes selected

Portfolio assessment

Conclusion