Modify your portfolio to make it consistent with your goals, objectives, constraints and preference, and your final portfolio.

Fin 326 portfolio project 02


This portfolio report gives an overview of current financial position and strategies. The purpose is to assess performance, make changes and set goals. This report will discuss potential risks and potential growth opportunities. Overall, my strategy is to generate positive returns and maintain a low level of risk while still being flexible.

Goals, Objectives, Constraints & Preferences
The main objective of this portfolio is long-term capital appreciation so that I can retire age independent from others. In order to live comfortably, my goal is to have consistent income from investments. This will allow me enough liquidity for any emergency expenses or other unexpected costs. A second important aspect I consider is diversification. While most of the investments I make are stock-based, there will still be bonds to help maintain balance and minimize market volatility. Taxes are also taken into consideration when selecting instruments that provide tax-shielded savings, or other incentives (this characteristic varies from one country to the next). As a result my overall objective it’s trying maximize returns while minimizing risks and losses due varied sources: Market fluctuations, inflation and taxes (capital gains).

Portfolio Modification                                        Assets Allocation (%) Cash | 10 Stocks | 70 Bonds | 20

My current financial situation was analyzed and modifications made. Stocks were allocated more money because they have greater returns. But, cash that is liquid like Money Markets Funds has more stability. Money Markets Funds guarantee withdraw privileges without penalty. They also offer interest earnings with very little risk. Bonds were also added because they can increase profit margins in volatile markets. This is due to Federal Reserve Open Market Committee decisions that lower interest rates across the US economy. Also, bond prices have increased which has the effect of increasing return than if invested only on equities. Below is a summary of the results following these adjustments.

Asset Allocation (%) Cash | 30 Stocks | 60 Bonds| 10

Portfolio Performance Evaluation ¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯
After rebalancing, capitalization weighting was changed to equity. This means less volatility than the previous one and better Sharpe ratio evaluation over the entire lifespan. This phenomenon can largely attributed previously mentioned fact that government issued securities usually come hand lowered annual percentage terms making them attractive investment vehicles present day investor climate where yields coming from stocks decreased drastically past decade specially those considered “blue chip” names within certain industry sector(s). Alpha Beta Standard Deviation Comparative Analysis is another important metric used to determine performance. It provides its own interpretation records regarding acquisitions and dividend yielding capacities.



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