caseism

Portfolio Management Task Case Solution & Answer

Portfolio Management Task Case Solution

The other part to consider is the performance of a particular stock in the fundamental analysis of a selected industry; it shows that if the internal performance of an industry would tend to increase in terms of higher revenues, assets utilization, and dividend rates; then the stock prices can increase due to high internal performance of the company. Therefore, technical analysis will be easier to evaluate if the fundamental analysis leads to a positive direction.

Investment performance due to luck or skill/careful analysis

Under the current scenario, if the investment has been made under the control of market researchers then the analysis would be more preferable to shareholder dues to management’s expertise of share. Which provide in-depth knowledge in order to know the expected gain/loss against the investment of portfolio. On the other side, if the sudden economic changes is made then the researcher has no control over the skilful analysis of an investment. Thus, only

Exhibits

Passive Portfolio        
  Alpha Beta CAPM Sharp ratio Average return
Glaxo 0.020816849 0.898740348 0.98%                             (0.02024) 1.04%
Uni Co -0.05137568 2.386204651 -1.79%                             (0.06686) -0.46%
Amazon -0.01234072 0.108104491 0.28%                             (0.00444) -1.54%
Berkshire -0.00019718 1.000272808 -0.97%                             (0.00004) -0.96%
Apple -0.0067584 1.037637029 -0.88%                             (0.00411) -0.83%
Alphabet 0.001571091 1.035295521 -0.94%                             (0.00109) -0.89%
Standard Pacific -0.03448869 0.745084662 4.67%                               0.01322 6.10%
NVIDIA -0.06920092 1.236178349 2.02%                             (0.05992) 1.73%
HC Capital -0.10520315 2.89020948 -1.95%                             (0.07228) -0.35%
Starbucks -0.01457776 0.425432073 -0.77%                             (0.02532) -2.48%
NASDAQ -0.23601798 1.04113863 -0.75%                             (0.03830) -0.70%
Expected return against the market 0.66%
        Investment 500000
        Profit rates per month                     3,308
        Profit rates per day                   110.26

Active Portfolio          
  Alpha Beta CAPM Sharp ratio Average return
Glaxo -1.22633381 1.405080183 -0.48%                                    (0.11) -0.20%
Uni Co 2.910538252 4.354798645 -1.57%                                    (0.18) 0.02%
Amazon -0.06012355 1.092651186 -0.61% -0.009212355 -0.52%
Berkshire 0.002190103 1.000412349 0.03% -3.65851E-05 0.03%
Apple -0.05781883 1.268438195 -0.33% -0.004410031 -0.15%
Alphabet 0.029460357 0.978035027 -0.51% -0.006442667 -0.53%
Standard Pacific -1.42848695 1.192863066 -0.31% -0.180080522 -0.18%
NVIDIA -0.85787167 1.155403898 -0.05% -0.168921338 0.03%
HC Capital -5.18175542 1.252277679 -0.22% -0.23298687 -0.07%
Starbucks 0.224340786 1.458278572 -0.34% -0.025682699 -0.08%
NASDAQ 0.256470037 1.227993237 -0.75% -0.09471279 -0.52%
Expected return against the market -2.18%
        Investment 500000
        Profit rates per month                (10,880)
        Profit rates per day                (362.67)

………………

This is just a sample partial work. Please place the order on the website to get your own originally done case solution

Share This

LOOK FOR A FREE CASE STUDY SOLUTION

JUST REGISTER NOW AND GET 50% OFF ON EACH CASE STUDY