Porfolio 301

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|Finance Portfolio Management 301 |

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|Assignment – Semester 2, 2011 |

Finance Portfolio Management 301

ASSIGNMENT – SEMESTER 2, 2011

Abstract

Portfolio management aims to identify combination of assets that has the highest possible return at a lowest possible level of risk. For risk-averse investors, it is desirable to invest in a portfolio that generates the highest possible return for a specific level of risk.

This report presents the result of research and analysis of a portfolio consisting of an arbitrary set of selected stocks. Part 1 This report presents the result of research and analysis of a portfolio consisting of an arbitrary set of selected stocks. Part 1 reports the three stocks in the Australian Stock Exchange that were selected in the portfolio. For each stock, a set of risk-return attributes is gathered and calculated. A brief overview about the company behind each stock, and the political and economic events that may have impact on its share price movement are provided. The utility of each stock will also be provided to make contributions to decisions on investment.

Part 2

Finally In Part 3

More detailed information and calculations used in this assignment are listed in Appendix and the accompany Excel model.

Table of Contents

Abstract 1

1 Part 1 4

1.1 Stocks Selection 5

1.1.1 AUSTRALIA and NEW ZEALAND BANK GROUP LIMITED (ANZ) 5

1.1.2 DAVID JONES...