A Brief Note On Investment Portfolio

Submitted By Amygilmore88
Words: 3407
Pages: 14
Open Document
Daniel Chai

Monash University
Level 3 Building H
900 Dandenong Road
PO Box 188
Caufield East, Victoria 3150
Australia
Telephone: +603 9876 9990 Email: talentwork.com.au

20th May 2013

Re: Investment Portfolio in Australia

Dear Sirs,

Upon to your request, we have assembled an optimal portfolio comprising of 5 Australian stocks--Brambles, AGL Energy, Commonwealth Bank, Suncorp Group and Rio Tinto. We are pleased and confident to present you with our final report as your assistance in a diversified of Australian stock.
The following list is the further discussion in the attached report:

1. A detail scope of work, approaches and methodologies

2. Macro-economic analysis – Global economic and Australia economic overview

3. Industry analysis

4. Companies expected performance and position

5. Portfolio analysis and optimization

6. Report recommendations and conclusion

It has been a pleasure for TalentWork to undertake this challenging duty. We hope that our estimations, outcomes and recommendations will help you to ensure that the current Australia economic condition and will assist you to succeed in the investment. Please do not be hesitating to contact us for further information or clarification regarding this report.

Kind Regards,

Mai, Hong Liu & Wai Yee

Portfolio Report

Group Assessment 1

PREPARED BY

Cheong Wai Yee 24265497 Hong Liu Mai

SUBMITTED ON: 20th May 2013

Word Count: 3000

(excluding transmittal letter, cover sheet, table of contents, graphs, headings, tables in the body of the report and references).

Table of Contents

EXECUTIVE SUMMARY

Objective

The objective of this report is to present an adequately detailed proposal of a diversified Australian equity portfolio to the potential domestic and international investors who are interested in the current and prospect Australia stock market. The report will correspondingly to a further discussion concerning to the broad economic environment, the state of the aggregate economy and the international economy, industry analysis as well as a specific company performance

Portfolio Structures

The report will highlight the key research of Australia stocks, global and domestic economic condition by using the top-down approach on the macro and industry analysis section. The portfolio report is accomplished by using the monthly historical data of diversified Australian stocks which comprises of the portfolios expected return, standard deviation, variance, correlation, covariance and others ratios such as sharpe ratio and asset ratio. Besides, the report will be illustrated the efficient frontiers and capital market lines of two optimal portfolios.

Conclusion and Recommendations

In conclusion, we recommended that Suncorp Group Limited is the most ideal equity portfolio to the investors who have intended to invest in Australia as the extensive research showed that it would potentially be appropriate and a great opportunity for investors to be succeeded in the equity portfolio investment.

Limitations

In the aspects of investing in a potential speculation inside the Australia, the investors should not solely rely on the discussions and findings of this report as a long-term strategy plan as the fact that the analysis conducted in this report has limitations. There are some limitations as below:
There is limited information and disclosures that is publicly available.
The anticipating statistics are not provided nature
There is insufficient information regarding the economic condition data as the detailed are based on past performance but not present performance. Hence the estimated values can be slightly better or
Show More

Related Documents: A Brief Note On Investment Portfolio

Term Paper

Correctional Health Care Increasing Staff Motivation and Satisfaction MGMT 591: Leadership and Organizational Behavior Professor Brett Gordon December 17, 2012 The organization that will be the topic of discussion in my final project paper is Georgia Health Sciences Universities (GHSU), Georgia Correctional Healthcare (GCHC) division. GHSU is both a hospital and teaching institution based in Augusta, Georgia. GHSU was founded in 1828. Georgia Health Sciences University is home to…

Words 2285 - Pages 10

Term Paper

companies use shady accounting practices to enflate revenue or hide losses, the public can’t get an accurate picture of what they are investing in. The public demanded that something be done, so in 2002 the U.S. govt passed the Sabex-Oxly act. For my term paper I will examine some the corporate scandals that led to the creation of the act. Deragulation was lobbied for hard on wall street during the Bush Presidency. The public was lead to believe that loosing the rules on corporate practices would lead…

Words 999 - Pages 4

Term Paper

Learning activity Term Paper Test for Hidden Bias The Implicit Association Test, tests for unconscious biases. I chose this learning activity to see if I have any hidden biases. I have always believed that I was a straight shooter never putting on a facade or giving a false presentation of myself. To prepare for taking this activity, I made sure that I was in a quiet room, away from any distractions. I concentrated on each activity as they appeared on my computer screen. I chose six categories to…

Words 765 - Pages 4

Term Paper

Community Organization September 16 2013 Compare and Contrast Community Organizations The two community organizations that I choose to compare and contrast is Do-All,Inc and United Way. I have worked with both of these organizations in the past, and they are both really good organizations, and do a lot of improve the overall community. Do-All, Inc. evolved from a dream for a better life for people with disabilities. Do-All, Inc was formed in 1952 by the Bay County Association of Retarded Citizens…

Words 723 - Pages 3

term paper

Progressive Roots - In the beginning of the 1900s, America had 76 million people, mostly in good condition. Then before the first decade of the 20th century, the U.S. would be influenced by a “Progressive movement’ that fought against monopolies, corruption, inefficiency, and social injustice. 1. The purpose of the Progressives was to use the government as an agency of human welfare. - The Progressives had their roots in the Greenback Labor Party of the 1870s and 1880s and the Populist Party…

Words 2369 - Pages 10

Term Paper

Pediatric Oncology Nursing Did you know that one in one hundred new nurses will become a pediatric oncology nurse? Pediatric oncology nursing is a very demanding and heartwarming career. To be a pediatric oncology nurse means to be a primary care coordinator for the management of patients with cancer. A pediatric oncology nurse will assess patient needs, implementing a plan with appropriate tasks for the patient to gain progress. Not only will the pediatric oncology nurse help with the patient…

Words 1781 - Pages 8

Term Paper

Introduction Software as a Service (SaaS) has the potential to transform the way information-technology (IT) departments relate to and even think about their role as providers of computing services to the rest of the enterprise. The emergence of SaaS as an effective software-delivery mechanism creates an opportunity for IT departments to change their focus from deploying and supporting applications to managing the services that those applications provide. A successful service-centric IT, in turn…

Words 6880 - Pages 28

Term paper

issues that occur there are many that people may not be aware of, but the ones that will be discussed to explore ethical situations are Unauthorized Access related to software, hardware, network, internet web mining, IT freedom and hacking. This paper examines how each unauthorized access should be handled and provides examples of each related area of security. Security – Unauthorized Access Unauthorized access is known as the act of gaining access to a network, system,…

Words 3103 - Pages 13

Term Paper

The Emancipation Proclamation and the Death of an American Hero. Students Name Professor’s Name History 150 Online 10 March 2014 There were many different events that happened during the time of President Abraham Lincoln and the Civil War. President Abraham Lincoln came up with the Emancipation Proclamation which was an effort to help end slavery, eventually leading to the thirteenth amendment to abolish slavery altogether. Sadly his life was cut short. John Wilkes Booth assassinated him…

Words 1950 - Pages 8

Term Paper

he Glass Menagerie is a very character oriented poem. Tom, Amanda, and Laura are all very well developed characters. They all have significant and unique characteristics that are shown well throughout the poem. Tom is the most interesting to me though because of his qualities and even his flaws. Tom has a few different and contradicting characteristics such as he is easily persuaded, his determination and his strong sense of guilt. Tom Wingfield seems to be easily entrapped and persuaded into…

Words 348 - Pages 2