The investment philosophy is Active investment $($the goal is to beat benchmark$).$

Then for methodologies we chose the Fama and French three factor model $($This was chosen because its widespread and goes well with active investment strategy$).$

The market we would be investing, is the S&P$500.$

The Stocks criteria is diversified in terms of industry $($so $1/2$ stocks from the same industry$)$

Stocks list:

TSLA, Chevron corporation, Johnson & Johnson, Apple, JP Morgan, Broadcom, Home depot, Procter & Gamble, Salesforce, Philip Morris, Pfizer, Amazon, Nike, Blackrock, Visa.

Based on the above, answer the questions below:

Use a set of evaluation techniques to evaluate and compare portfolios $($use the period $1$st January $2024$ to $1$st February $2024$ to evaluate the performance$).$

Produce a Bloomberg PRTU report on your portfolio. This should be in the same weights as the Mean Variance portfolio. Evidence this by a screenshot. Highlight the key constituents, weights and sector characteristics.

Describe the investment characteristics of your portfolio.

Discuss and critically analyse your findings on risk and expected return, key rations, correlation and compare them with the market.

Show and discuss how portfolio responded during the Covid$-19$ pandemic crisis.

Summarise and reflect on your work and indicate any changes you might undertake if conducting the assignment again.

The approach and nature needs to be reported in a clear and concise, professional way.