Portfolio Analysis. - Assignment Example

Only on StudentShare

Extract of sample
Portfolio Analysis.

Portfolio analysis includes all efforts made by a firm towards the achievement of the best trade off between returns and risk tolerance. Portfolio analysis also involves the quantification of the financial and operational impact of a given portfolio, and it is quite vital as it helps firms to evaluate the performance of their investments and the effective timing of its returns. Each portfolio consists of sub-unit. For example, the financial sector can be made up of several banks or the Airline industry can be made up of several airline companies. The analysis of each portfolio helps an investor in making a decision when investing. Most likely, a rational investor will choose the best portfolio and screen out the ones that are not essential based on objective criteria. A good portfolio is characterized by high returns on investment (Reilly and Brown, 2011). Portfolio analysis requires subjective judgment as it is not easy to segment different industries.
This report will analyze the performance of different portfolios that are displayed in FINVIZ to ascertain their trends at a particular time. Particularly, the analysis will be based on individual stock, the best and the worst performing portfolios. FINVIZ has several portfolios. Therefore, each industry has individual portfolios. Below is a table and a bar graph showing the performance of different portfolio listed in FINVIZ for a period of three months. ...
Download paper


Portfolio analysis studies the performance of different portfolios under different circumstances (Reilly and Brown, 2011). It can also be defined as the analysis of company’s product market mix in order to determine the optimal allocation of the company resources.

Author : kameron51

Related Essays

Securities Analysis and Portfolio Management (assignment)
11 pages (2761 words) Essay
Security Analysis and Portfolio Management
15 pages (3765 words) Assignment
Portfolio Analysis and Investment Management
5 pages (1255 words) Essay
Portfolio Theory and Investment Analysis
8 pages (2008 words) Term Paper
National Express rejects takeover bid from First Group (Financial Times, 29 June 2009)
6 pages (1506 words) Research Proposal
Security Analysis and Portfolio Management
5 pages (1255 words) Essay
investment and portfolio analysis
6 pages (1506 words) Essay
Abudhabi Financial Market
5 pages (1255 words) Essay
Security Analysis and Portfolio Management
10 pages (2510 words) Assignment
C.I.F A(1)
8 pages (2008 words) Essay
Got a tricky question? Receive an answer from students like you! Try us!