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Portfolio Project First Report Part 1 You have 1 0 0 , 0 0 0 $ to invest in stocks and bonds. Cash should not
Portfolio Project First Report
Part
You have $ to invest in stocks and bonds.
Cash should not exceed of the $
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
Part
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
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