Portfolio Construction and Analysis

Portfolio Construction and Analysis

Resources

• Portfolio Construction and Analysis Scoring Guide.
• Writing Feedback Tool.

This is the final component of your course project.

Assemble all of the project component pieces you have completed for your project thus far in the course:

• Unit 1: Current economic trends.
• Unit 2: Initial investment portfolio.
• Unit 3: Full security analysis.
• Unit 4: Beta and portfolio return.
• Unit 5: Securities assessment.

Use these assignments to complete an executive summary, analyzing the performance of the portfolio over the term. The executive summary should contain two parts:

• A written executive summary.
• A brief PowerPoint presentation.

Refer to the course project information for detailed instructions on completing the executive summary.

Submit both parts of your executive summary, accompanied by all of the other project components, as your final project.