Personal Portfolio Essay

655 words - 3 pages

Letter of Transmittal

Date: November 30, 2010

To
Mr. Md. Maksudur Rahman Sarker, FCMA

Professor
Department of Accounting & Information Systems
University of Dhaka

Subject: Prayer for granting the Report.

Dear Sir,
Here is the report on “Personal Portfolio Management”. I shall be pleased to thank you for assigning me such an interesting topic. While dealing with the topic, I have gone through different books on portfolio management, local and international research papers, national dailies, annual reports, stock market websites and other world wide webs. It is a great pleasure for me that I have got a practical orientation with portfolio management and the relevant finance ...view middle of the document...

: |16 |
|16 |Personal Portfolio Management: |19 |
|17 |Portfolio Performance Measurement: |20 |
|18 |Portfolio Return |21 |
|19 |Market Return |21 |
|20 |Portfolio Beta: |21 |
|21 |Arguments behind Transactions: |21 |
|22 |Comparison of the Personal portfolio with market portfolio (Dhaka Stock Exchange) |23 |
|23 |Recommendation |25 |
|24 |Conclusions |26 |
|25 |References |27 |
|26 |Annexure |28 |

Executive Summary

Portfolio selection is the choice of the proportions of different stocks which should be held in order to obtain the maximum expected benefit from any given investment fund. This depends on the characteristics of various stocks and the...

Other Essays Like Personal Portfolio

Business Portfolio Essay

1120 words - 5 pages Business Writing Portfolio Business Writing Portfolio Jacky Baker COM/285 January 04, 2011 Kenneth Mack Part I: Business Writing Steps Planning Analyzing the problem, defining your purposes, and analyzing the audience. Brainstorming information, benefits, and objections to include in the document. Gathering the information you need—from the message you’re answering, a person, a book, or the Web. Choosing a

Investment Policy Essay

587 words - 3 pages : To leave a meaningful inheritance for my children * Objective 4: To minimize potential tax liabilities * Objective 5: To monitor portfolio allocation against holding limits, to benchmark returns against expectations, and to consider revisions to portfolio as personal situation may dictate | Risk Tolerance: | My ability to tolerate the uncertainties, complexities and volatility inherent in the investment markets has been considered in the

Portfolio Management

4470 words - 18 pages National Railway Company Microsoft Corporation Baidu, Inc. Telecomunicacoes de Sao Paulo SA, Inc. Kellogg Company Spreadtrum Technologies, Inc. Section 3. Security Transactions Section 4. Portfolio Breakdown Industry Diversification Portfolio Beta Section 5. Investment Results Portfolio

Final Project

1282 words - 6 pages Group: Chia Ching Ng, Li Jing Lu Professor William C. Johnson FIN 315 Final assignment: Portfolio Project December 6, 2012 Portfolio Project We changed our strategy after the first interim report. We realized that it is hard to use “bottom-up” approach to invest by looking into a particular stock to invest. Right now, we are trying to use “top-down” approach to invest in our portfolio. Top-down approach is a method of analysis that

Fin Report

1282 words - 6 pages Group: Chia Ching Ng, Li Jing Lu Professor William C. Johnson FIN 315 Final assignment: Portfolio Project December 6, 2012 Portfolio Project We changed our strategy after the first interim report. We realized that it is hard to use “bottom-up” approach to invest by looking into a particular stock to invest. Right now, we are trying to use “top-down” approach to invest in our portfolio. Top-down approach is a method of analysis that

Companies and Marketing Strategies

1496 words - 6 pages organization’s goals, and capabilities, and its changing marketing opportunities. This strategic planning involves: 1. Define the mission and the overall purpose. 2. Detailed supported objectives 3. Design the business portfolio 4. Plan marketing and other functional strategies Defining a Market-Oriented Mission: To answer the question about the nature, the purpose, and the customer’s value, many companies develops

College Comparison Paper

767 words - 4 pages Class: 96%. Also, to attend NYU the tuition can be costly. The yearly tuition is $45,106.00. Then, on top of that you have your registration and services fees which are around $2,326.00. Your room and board can be any where around $11,921.50. Also your college text books are usually $700.00. And not to mention your personal expenses. When you applying to CDReMu program you have to submit a creative portfolio. The creative portfolio is a seven

Insurance Company - Prudential

1532 words - 7 pages for the family when most needed and return of premium paid at the expiry of the policy term. II. OUPUTS OF FUNDS: Prudential invests funds in 2 main areas 1. Prudential finance - Personal Loan: With Personal Loan of Prudential Finance, you can easily make your plans come true. Personal Loan at Prudential Finance will help you quickly resolve all your financial issues such as a deposit for a new car, home renovation

Health and Social Care

846 words - 4 pages and you are developing your personal and professional development portfolio. The portfolio aims to enable you to understand the learning process and to give you the skills needed to plan for, monitor and reflect on your professional development. A minimum of 100 hours of work experience, in addition to the guided learning hours, is required for successful completion of this unit. | Task 1: Complete the electronic chart from Moodle (upload to

Alabama Finance 414 Ch 1 Test Bank

5363 words - 22 pages . gambling debts   6. ____ is not a derivative security.  A. A share of common stock B. A call option C. A futures contract D. All of the above are derivative securities.   7. According to the Flow of Funds Accounts of the United States, the largest financial asset of U.S. households is ____.  A. mutual fund shares B. corporate equity C. pension reserves D. personal trusts   8. Active trading in markets and competition among

Interview Guidelines

1249 words - 5 pages information before the interview enables you to ask thoughtful questions and make a good impression. Recruiters will be evaluating your interview preparation, communication skills, personal characteristics and portfolio (depending on the job). Review your résumé along side the job description. See where your skills overlap and where there are gaps. Make some notes for yourself to serve as a reminder of projects you’d like to mention, questions you

Related Papers

What´S Digital Portfolio? Essay

621 words - 3 pages prominently in colleges and universities. E Portfolios are used by professionals and employers to gauge whether a person is eligible for hire. The lower end of the portfolio spectrum would, in my opinion, be Facebook or Twitter, where people develop a more personal portfolio and can show their own story. A student portfolio is a purposeful collection of the work that tells the story of a student's personal self and achievements. The student’s portfolio

Constructing And Managing A Portfolio Simulation Memo

1344 words - 6 pages Constructing and Managing a Portfolio PAGE 6 Constructing and Managing a Portfolio Simulation - MemoJamila LewisUniversity of PhoenixINVESTMENT FUNDAMENTALS AND PORTFOLIO MANAGEMENT, FIN 402Instructor: STEVEN PETRIZZI April 12, 2010Constructing and Managing a Portfolio Simulation - MemoMEMORANDUMTo: Rainier Ekstrom, CEOCasa BonitaFrom: Jamila Lewis, Treasure AnalystCasa BonitaRe: Risk and Return TradeoffThe method of portfolio construction can

Final Assessment Essay

596 words - 3 pages to address specific homeland security threats and others have decided to do something very different. Remember to reference your paper and I believe a paper's organization is an important part of how you tell your story. Much like previous papers, feel free to be creative and use this information (or lack of information) as an opportunity to be creative. The final course deliverable, the personal leadership portfolio, is created by

Company Portfolio Essay

3116 words - 13 pages regardless of what the market does. The optimal frequency of portfolio rebalancing depends on your transaction costs, tax considerations and personal preferences. Usually, rebalancing about once a year is sufficient; if some assets in your portfolio haven't experienced a large appreciation within the year, longer time periods may also be appropriate. Additionally, changes in your lifestyle may warrant a change to your asset allocation strategy