The Portfolio Investment Report
The Portfolio Investment Report
1. Introduction The paper shows the general situation about portfolio investment between all February, which will presents the portfolio evaluation and portfolio investment decision.
2. Portfolio Evaluation During the months, four stocks, one mutual funds and one bonds were added into the investment portfolio, which stock is Rolls-Royce Holdings PLC, BT Group PLC, Centrica PLC and Xstrata PLC, mutual funds is YAFIX, and bonds is Goodyear Tire& Rubber Co.
Now there are six stocks, one mutual funds and one bonds in the portfolio. The new adding stock come from the stock market in UK. They belongs to the higher return and lower risk stock. So the stocks are selected. With the averse risk of investment preference, the investment portfolio mainly base on the stock from the FTSE 100, with some mutual funds and bonds. So the return of FTSE 100 is set as the benchmark. According to the current situtation, the return of portfolio is lower than the benchmark( see graph 1).
Graph 1
3. Portfolio investment decision and rationale Due to the low risk and high return ratio, the investment of portfolio is divided into the six bonds, the mutual funds and bonds.
Four stocks were added into the portfolio because there is the increasing share price between the times. So the return of portfolio will achieve the expected goal.
In addition, after adding the mutual funds and bonds into the portfolio, the risk of return in the portfolio is lower.
4. Conclusion The report present the general situation about the investment during the months. In next investment, the total return of portfolio should be though to reach the goal.
1. Introduction The paper shows the general situation about portfolio investment between all February, which will presents the portfolio evaluation and portfolio investment decision.
2. Portfolio Evaluation During the months, four stocks, one mutual funds and one bonds were added into the investment portfolio, which stock is Rolls-Royce Holdings PLC, BT Group PLC, Centrica PLC and Xstrata PLC, mutual funds is YAFIX, and bonds is Goodyear Tire& Rubber Co.
Now there are six stocks, one mutual funds and one bonds in the portfolio. The new adding stock come from the stock market in UK. They belongs to the higher return and lower risk stock. So the stocks are selected. With the averse risk of investment preference, the investment portfolio mainly base on the stock from the FTSE 100, with some mutual funds and bonds. So the return of FTSE 100 is set as the benchmark. According to the current situtation, the return of portfolio is lower than the benchmark( see graph 1).
Graph 1
3. Portfolio investment decision and rationale Due to the low risk and high return ratio, the investment of portfolio is divided into the six bonds, the mutual funds and bonds.
Four stocks were added into the portfolio because there is the increasing share price between the times. So the return of portfolio will achieve the expected goal.
In addition, after adding the mutual funds and bonds into the portfolio, the risk of return in the portfolio is lower.
4. Conclusion The report present the general situation about the investment during the months. In next investment, the total return of portfolio should be though to reach the goal.