FIN 501 : Investment Portfolio Report.doc

819 views10 pages

Document Summary

Professor edward yuan in partial fulfillment for the requirements of. Our initial investment strategy was a 70/30 split between large cap mining stocks and corporate bonds, repectively. Finishing with a respectable profit of ,153. 16 within the month long time-frame shows the strength in our reassassed strategy of mainly basic materials (94%) and a smaller proportion of consumer goods (6%). While on most days the effects of an efficient market were quite present, there were some benefits to our diversified approach. On july 16th, for example, our portfolio climbed 0. 9%, while the nasdaq fell 0. 25%, the s&p500 fell 0. 37% and the s&p/tsx composit fell by. Although that day was not a record return for us, it did display the benefits to our approach of mainly large cap (93. 7%) and a smaller portion of small cap (6. 3%). This was displayed by our standard deviation of 0. 49%, which was very similar to the s&p/tsx composite (0. 5%), the s&p500 (0. 45%) and the nasdaq (0. 53%).

Get access

Grade+20% off
$8 USD/m$10 USD/m
Billed $96 USD annually
Grade+
Homework Help
Study Guides
Textbook Solutions
Class Notes
Textbook Notes
Booster Class
40 Verified Answers

Related Documents

Related Questions