本次英国代写为3500字的证券投资assignment

总分配

在主显节期间,您需要使用StockTrak投资组合模拟软件(提供程序运行方式的详细信息)来构建资产组合,并在整个期间管理和监视其绩效。投资期限为2020年1月11日星期一至2020年3月19日星期五。
1,000,000美元的初始资金可用于购买资产(股票,债券,共同基金和ETF)。每笔交易收取$ 10的佣金,因此更多交易将产生更高的交易成本。在模拟期间,交易总数限制为200。
请注意,您需要在StockTrak上注册一个个人帐户,以进行2020-21年SIA汇总评估。
作业将通过单独的书面报告进行评估,该报告将对以下内容进行严格的讨论:
•决定您的投资决策的主要经济和金融环境的性质,以及这些因素对投资组合绩效的潜在影响。
•支撑投资组合建设的投资理念
•构建您的投资组合时采用的投资策略(您的投资理念和策略应仔细区分)。
•在广泛的部门之间分配资产的原理以及指导选择单个证券的原则(技术和/或基本分析的应用)。
•投资组合相对于选定基准的绩效(以及选择基准的理由)。
•使用适当的投资组合绩效指标评估投资组合的风险/回报特征(应在证券选择,市场时机和多元化方面考虑投资组合的绩效)。
•如果在模拟阶段结束时要求您构建新的投资组合,则您的投资策略的优缺点以及所学到的任何经验教训都会如何改变您的投资决策。

整个讨论过程应以适当的学术和从业文献为基础。

SUMMATIVE ASSIGNMENT

During Epiphany Term you are required to construct a portfolio of assets and manage and monitor its performance throughout the term using the StockTrak Portfolio Simulation software (details of the way in which the programme operates are provided). The investment period runs from Monday 11th January until Friday 19th March 2020.
An initial fund of $1,000,000 is available to purchase assets (equities, bonds, mutual funds, and ETFs). A $10 commission is charged for each trade so more trading will entail greater transaction costs. The total number of transactions is limited to 200 for the simulation period.
Please note that you are required to register an individual account on StockTrak for the SIA Summative Assessment 2020-21.
The assignment will be assessed by means of an individual written report that critically discusses the following:
• the nature of the prevailing economic and financial environment that shapes your investment decision-making and the potential impact of these on the performance of the portfolio.
• the investment philosophy that underpins the construction of the portfolio
• the investment strategy adopted in constructing your portfolio (your investment philosophy and strategy should be carefully distinguished from one another).
• the rationale for the allocation of assets between broad sectors and the principles that have guided the choice of individual securities (the application of technical and/or fundamental analysis).
• the performance of the portfolio in relation to a chosen benchmark (and a justification for the choice of benchmark).
• the risk/return characteristics of the portfolio using appropriate portfolio performance measures (consideration should be given to the performance of your portfolio in terms of security selection, market timing, and diversification).
• the strengths and weaknesses of your investment strategy and how any lessons learned might alter your investment decision-making if you were asked to construct a new portfolio at the end of the simulation period.

The discussion should be underpinned by appropriate academic and practitioner literature throughout.


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