Portfolio analysis assignment help
A portfolio is simply a collection of assets. Instead of an investor owning a single asset, he/she opts for a coalition of them. It's a move that can be termed risk diversification, where the investor tries to minimize risk by investing in different sets of assets. A portfolio asset can be made of different categories of assets, but at the core of it are the traditional assets such as bonds and stocks.
Asset allocation is an important component in making a portfolio. As you would probably guess, asset allocation is an investment strategy that tries to balance the risks and rewards of a portfolio. The main factors used in asset allocation are the investor's risk tolerance, time-frame, and investors' goals. Generally there, is no perfect formula for asset allocation. But if the above factors are incorporated, then an investor will have a portfolio that consists of assets that meet his/her desires risk tolerance, and goals. A portfolio can be managed by the investors themselves, a professional, or an institution.
What is portfolio analysis?
When an investor creates a portfolio, you are far from done. Investors should analyze it periodically to see that it still meets the investor's needs and risk tolerance. Also, we have to evaluate if it meets its objective mandate. From there, we can make the necessary alterations. This process is what is referred to as portfolio analysis.
Portfolio analyses are very important to the success of the investment. Having it regularly improves the chances of the investment growing to earn the financial rewards that the investor needs. Portfolio analysis is never easy, and in most cases, an investor should hire an experienced professional for this task. Neither will your portfolio analysis assignment be that easy. However, what we apply in solving your assignment problem is what is applied in real life. Let's look at how our experts handle a portfolio analyst assignment.
The procedure applied in portfolio analysis assignment help
Like all the other professionals out there, any portfolio analysis professional needs to have a clear understanding of the assets in a portfolio. Our experts have an outstanding knowledge of the different financial instruments. Know that a portfolio analysis will be conducted to suit only your product. After knowing the different assets in the portfolio, your lecture will probably provide you with them, then commence the preparation of portfolio analysis assignment solutions. The process can be broken down into three steps.
Determining how the overall performance of a portfolio
The first step is to determine how your portfolio performs as compared to some other relevant benchmark. These benchmarks could be a stock market index. The performance evaluation measure can be broadly classified into risk-adjusted methods and conventional methods. Conventional methods commonly used are benchmark and style comparison. The commonly used risk-adjusted methods are the Sharpe ratio and Treynor Squared. Most investors prefer the risk-adjusted methods to conventional methods.
Determine how each asset relate to each other
The next goal is to determine how each component's assets are influenced by the other asset directly or indirectly. Asset correlation is one major factor that can be sued to determine how each asset move in relation to one another. If the assets are positively correlated, they move in the same direction, while some can be negatively correlated.
Performance of each asset
Finally, they will be interested in the performance of each asset in the given portfolio. The important question in this section includes why does the investor owns this type of asset? What are the expected after-tax cash flows?
After undergoing the three steps, they then choose the best functions for portfolio optimization. The above steps ensure that they provide you with top-notch portfolio analysis assignment solutions.
Get professional help with portfolio analysis homework
Matlab is a statistical computing software that has all the tools needed for portfolio analysis. When you seek help with portfolio analysis homework, we will certainly provide you the portfolio analysis homework solutions using Matlab. Matlab is our preferred software, as the science community widely accepts it. Its versatility makes it a better software as compared to the other statistical software. The financial toolbox will be the best resource that you can use for portfolio analysis. It provides you with functions that you need to calculate variance, correlation of the assets, and the variance at risk.
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