Investment and Portfolio Management

Investment and Portfolio Management Assignment example
Undergraduate
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Finance & Accounting
Pages 16 (4016 words)
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INVESTMENT AND PORTFOLIO MANAGEMENT Table of Contents Introduction 6 Investment Policy 6 Selection of Companies 7 Financial Statement and Ratio Analysis 7 Apple Inc 7 Graph 1 – Trends in EPS of Apple during Five Years 7 Graph 2 – Trends in Financial Position of Apple during Five Years 8 Table 1 – Five Year Ratio Analysis of Apple 8 Citigroup 8 Graph 3 – Trends in EPS of Citigroup during Five Years 9 Graph 4 – Trends in Financial Position of Citigroup during Five Years 9 Table 2 – Five Year Ratio Analysis of Citigroup 10 General Motors 11 Graph 5 – Trends in EPS of General Motors during Five Years 11 Graph 6 – Trends in Financial Position of General Motors during Five Years 11 …

Introduction

ry 21 Infrastructural Sector 22 Automotive Sector 22 Estimation of Beta-Coefficient 22 Macro-Economic Analysis 23 Portfolio Management Strategies 24 Significance of Diversification 25 Portfolio Performance Analysis 26 Apple Inc 26 Citigroup 27 General Motors 28 Chicago Bridge & Iron 29 Pfizer 31 References 33 Appendices 34 Table 6 – Financial Statement Analysis of Apple (AAPL) 34 Table 7 – Financial Statement Analysis of Pfizer (PFE) 36 Table 8 – Financial Statement Analysis of General Motors (GM) 40 Table 9 – Financial Statement Analysis of Citigroup (C) 43 Table 10 – Financial ...
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