Tag: risk
Monthly Portfolio for the period : October – November
The recommended investment portfolio includes a weighted ratio of different equities such as HDFCBANK.NS, INFY.NS, ITC.NS, RCOM.NS, MARUTI.NS, and WIPRO.NS. The portfolio offers an estimated monthly return of 1.53%, with a low estimated risk of 0.58%. The investment is well diversified, capped at 25% for each equity to avoid concentration risk.
Earning record breaking 13.73% monthly return, Monthly portfolio report
Anomalies Post’s portfolio gave an astonishing monthly return of 13.73%, as promised. Moreover, the post is happy to announce that the accumulated wealth of investors have risen from the value of Rs. 100,106 (as on 4th May 2015) to Rs. 123,950 (as on 5th October 2015), giving 23.82%, overall return in 5 month period.
Australian Securities (ASX 50) Portfolio: September – October term
This article recommends investing in a weighted ratio of top 50 Australian Stock Exchange (ASX 50) securities for a one-month period. The investment portfolio has a high liquidity rate and a low estimated risk of 0.00%, with an estimated monthly return of 0.72%. The investment is capped at 16.95% for each equity to avoid putting all eggs in one basket, and the securities can be redeemed on or before 11th October 2015.
Suggested Portfolio for September – October month and Monthly Portfolio Report
The preferred investment would be to invest the wealth in the weighted ratio as stated, HDFCBANK.NS 9.77%, INFY.NS 13.03%, RCOM.NS 32.17%, MARUTI.NS 45.00%, The estimated monthly return would be close to 1.58%, with the estimated risk of 0.60%. The investment portfolio has the max Sharp ratio (2.31) for the yearly Expected return of 20.72%. The…
Efficient Portfolio: August
This investment portfolio is composed of various stocks in weighted ratios, capped at 25% each, to minimize risk. The estimated monthly return is around 1.06% with a risk estimate of 0.65%. The portfolio has a maximum Sharp ratio of 1.32 for an expected annual return of 13.48%.
Capital Asset Pricing Model – Review
The Capital Asset Pricing model (CAPM) optimizes the level of risk for a given level of return and maximizes the economic utilities of an investor, resulting in optimal portfolio formation. This article discusses the challenges associated with pricing intangible assets and the role of CAPM in financial economics.
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