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Investment Portfolio - Essay Example

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Investment Portfolio

As cathedrals are often particularly impressive edifices, the term is sometimes also used loosely as a designation for any large important church. (en.wikipedia.org/wiki/Cathedral)
For decades, the Wyechester Cathedral has been playing an important role in our society. Like every organization, it also needs funds to operate in an effective and efficient manner. Primarily, churches are the responsibly of our government to bear their expenses. But, generally, they receive donations from individuals and organizations to run their business.
For the betterment of people and our society, the Wyechester Cathedral has been involved in several activities; it ties to focus on all the important aspects of our society such as environment, people, services, art and heritage.
The Wyechester Cathedral raised an appeal for funding and received a significant amount of 7 million in a short period. As soon as it received the funds, the cathedral has invested in a few very important projects that need to be started as soon as possible. The amount of the investment was 3 million. Now, the cathedral only has 4.5 million that need to be invested in a proper manner so that it can run their operations and bear the expenses, including the bishop's palace expense, throughout the year.
The church has also bought a building at an ideal location for its priceless collection of ancient books and manuscripts. The cost of the deal was 1.8 million - a pretty low cost as compared to the current market value. In order to run its operation, the cathedral should have a solid investment portfolio to survive on its own.
In this paper we will try to build an investment portfolio that will help the cathedral to meet its expenses throughout the year.
Investment Portfolio Management
"A portfolio is merely a combination of resources. Portfolio theory illustrates how an investor can attain his best possible portfolio position. Portfolio theory is depends upon the statement that the usefulness of the investor is a purpose of two factors: mean return and variance of return. Therefore, it is also named as mean-variance portfolio theory, or two-parameter portfolio theory. The investor is taken for granted to choose a higher mean return to a lower one, and favor a lower variance of return to a higher one. The predictable return on a portfolio is just the weighted arithmetic average of the expected returns of the possessions comprising the portfolio. The difficulties of a portfolio are calculated by the standard deviation of the portfolio's rate of return.
Basic Portfolio Management Strategies
Focus on increasing long-term investment portfolios depends upon future requirements, investment duration, and risk tolerance.
Focus on conducting careful investment portfolio research. This research contains the breaking apart of financial reports, the effort to expect future business trends, and the understanding of important points and notes in business cycles.
Concentrate on supporting and exploring doubt. Certainly, doubt is a key factor for investment portfo ...Show more

Summary

An investment portfolio is a record of your financial holdings-savings and checking accounts, certificates of deposit, individual retirement accounts, mutual funds, stocks, bonds, real estate, even the value of precious jewellery and artwork. There are some good reasons to build an investment portfolio…
Author : daishamcculloug
Investment Portfolio Essay essay example
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