Portfolio Project First Report

Part $1$

$$ You have $100,000$$ to invest in stocks and bonds.

$$ Cash should not exceed $5\%$ of the $100,000$$$.$

$$ You have to conduct a thorough Macro analysis to select your investments.

$$ Based on the macro analysis and you risk tolerance, split the amount invested between passive and active investments. Define the weights of stocks and bonds in your active portfolio.

$$ Based on the macro analysis, define the sectors you find attractive to invest in and identify the reasons behind choosing these sectors$.$

$$ You have to choose at least two sectors to invest in and not more than five.

$$ For each asset class you have to select at least five securities and not more than ten from the specified sectors in the previous point.

$$ Define the reasons behind choosing these securities$.$ You have to consider reasonable and logical reasons, such as ratio analysis. Also, you have to consider the risk of the chosen securities$.$

$$ Calculate the buying commission on your investments, noting that the commission rate is $0\mathrm{.}13\%$

Part $2$

$$ After holding your investments for several weeks, calculate the following $($calculations are to be done in an excel workbook$)$:

$$ HPY and Sharp ratio of the overall portfolio

$$ HPY and Sharp ratio of each asset class

$$ Compare the performance of the two asset classes, and define which asset class is better performing

$$ Compare the performance of your portfolio with the benchmark, and define the better performing and why

$$ If required, change the mix of assets in your portfolio based on the previous results.

plz solve it with the writing analysis for the answers