Business Capital Markets PortfolioProject descriptionMarkingRationale for choice of portfolio (which stocks/holdings, why chosen and explain the mix) 35%Investment Theory 35%Conclusions 20%Structure, grammar, referencing 10%Remember no marks for portfolio performance!1) Intro: use this to set out the terms of the exercisea) 100,000 to investb) investment objective (what are you trying to achieve)c) time period (over what time period are you seeking performance)2) Identify the holdingsa) min 4 and max 6 holdings (undergraduate students)min 5 and max 10 holdings (post graduate studentsb) all holdings must have quoted prices (source to be referenced)c) consider costs stamp duty if you are buying UK equities initial charge on mutual funds but assume you always deal at mid-priced) rationale for each holding (not description) i.e. what features suggest that the holding will perform well over the time frame chosen, what are the risk factors and (briefly) what performance do you expect from each holdinge) charts detailing past performance over a long time period (5 years or longer)3) Justification for overall shape of portfolio, key here is diversificationa) industryb) country/currencyc) developed/developing marketsd) investment vehicles (funds, active/passive, derivatives)3a) Explanation for any trading undertaken4) Investment theory.I am not expecting all the following aspects of theory to be included, but a good demonstration of the theory will earn you better marks. You can either discuss investment theory as a separate section or you can work it into the structure of your coursework. The main thing is to make sure you have covered some theory somewhere.a) Modern portfolio theory risk-return trade-off and your risk profile the principle of diversification for extra marks: the efficient frontier and what it is demonstratesb) CAPM beta and weighted beta of portfolio (esp. if all UK stocks) expected return per holdingc) Gordons growth model estimated intrinsic value of a stock (to compare with actual share price)d) investment styles active/passive value/growth/incomee) the efficient market hypothesisf) behavioural finance5) Evaluation of portfolio over time perioda) analysis on monetary basis in a table of data performance of your portfolio by holding and overall return consider a benchmark against which you can assess your performanceb) overall judgment any comments to explain performance over the 5 weeks what have you learned from the exercise?Capital Markets Coursework Briefing and Mark Scheme.You are required to submit both an electronic copy via Turnitin on Moodle and a hard copy to the Business School office.2500 words(undergraduate students)4000 words (postgraduate students)(10% tolerance), include the word count in your courseworkUse spell and grammar checkMarkingRationale for choice of portfolio (which stocks/holdings, why chosen and explain the mix) 35%Investment Theory 35%Conclusions 20%Structure, grammar, referencing 10%Remember no marks for portfolio performance!1) Intro: use this to set out the terms of the exercisea) 100,000 to investb) investment objective (what are you trying to achieve)c) time period (over what time period are you seeking performance)2) Identify the holdingsa) min 4 and max 6 holdings (undergraduate students)min 5 and max 10 holdings (post graduate studentsb) all holdings must have quoted prices (source to be referenced)c) consider costs stamp duty if you are buying UK equities initial charge on mutual funds but assume you always deal at mid-priced) rationale for each holding (not description) i.e. what features suggest that the holding will perform well over the time frame chosen, what are the risk factors and (briefly) what performance do you expect from each holdinge) charts detailing past performance over a long time period (5 years or longer)3) Justification for overall shape of portfolio, key here is diversificationa) industryb) country/currencyc) developed/developing marketsd) investment vehicles (funds, active/passive, derivatives)3a) Explanation for any trading undertaken4) Investment theory.I am not expecting all the following aspects of theory to be included, but a good demonstration of the theory will earn you better marks. You can either discuss investment theory as a separate section or you can work it into the structure of your coursework. The main thing is to make sure you have covered some theory somewhere.a) Modern portfolio theory risk-return trade-off and your risk profile the principle of diversification for extra marks: the efficient frontier and what it is demonstratesb) CAPM beta and weighted beta of portfolio (esp. if all UK stocks) expected return per holdingc) Gordons growth model estimated intrinsic value of a stock (to compare with actual share price)d) investment styles active/passive value/growth/incomee) the efficient market hypothesisf) behavioural finance5) Evaluation of portfolio over time perioda) analysis on monetary basis in a table of data performance of your portfolio by holding and overall return consider a benchmark against which you can assess your performanceb) overall judgment any comments to explain performance over the 5 weeks what have you learned from the exercise?.
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