{"id":178705,"date":"2018-02-20T23:50:30","date_gmt":"2018-02-20T23:50:30","guid":{"rendered":"https:\/\/writemyessayfree.com\/business-capital-markets-portfolio"},"modified":"2018-10-24T09:21:43","modified_gmt":"2018-10-24T09:21:43","slug":"business-capital-markets-portfolio","status":"publish","type":"post","link":"https:\/\/www.benedictsol.com\/blogs\/business-capital-markets-portfolio\/","title":{"rendered":"Business Capital Markets Portfolio"},"content":{"rendered":"

Business Capital Markets Portfolio<\/span><\/h2>\n

Project description
Marking
Rationale for choice of portfolio (which stocks\/holdings, why chosen and explain the mix) 35%
Investment Theory 35%
Conclusions 20%
Structure, grammar, referencing 10%<\/p>\n

Remember no marks for portfolio performance!
1) Intro: use this to set out the terms of the exercise<\/p>\n

a) \u00a3100,000 to invest
b) investment objective (what are you trying to achieve)
c) time period (over what time period are you seeking performance)<\/p>\n

2) Identify the holdings<\/p>\n

a) min 4 and max 6 holdings (undergraduate students)
min 5 and max 10 holdings (post graduate students<\/p>\n

b) all holdings must have quoted prices (source to be referenced)<\/p>\n

c) consider costs
\u2022 stamp duty if you are buying UK equities
\u2022 initial charge on mutual funds
\u2022 but assume you always deal at mid-price
d) rationale for each holding (not description) i.e. what features suggest that the holding will perform well over the time frame chosen, what are the risk factors and (briefly) what performance do you expect from each holding<\/p>\n

e) charts detailing past performance over a long time period (5 years or longer)
3) Justification for overall shape of portfolio, key here is diversification<\/p>\n

a) industry
b) country\/currency
c) developed\/developing markets
d) investment vehicles (funds, active\/passive, derivatives)<\/p>\n

3a) Explanation for any trading undertaken
4) Investment theory<\/p>\n

I am not expecting all the following aspects of theory to be included, but a good demonstration of the theory will earn you better marks. You can either discuss investment theory as a separate section or you can work it into the structure of your coursework. The main thing is to make sure you have covered some theory somewhere.<\/p>\n

a) Modern portfolio theory
\u2022 risk-return trade-off and your risk profile
\u2022 the principle of diversification
\u2022 for extra marks: the efficient frontier and what it is demonstrates
b) CAPM
\u2022 beta and weighted beta of portfolio (esp. if all UK stocks)
\u2022 expected return per holding
c) Gordon\u2019s growth model
\u2022 estimated intrinsic value of a stock (to compare with actual share price)
d) investment styles
\u2022 active\/passive
\u2022 value\/growth\/income
e) the efficient market hypothesis
f) behavioural finance<\/p>\n

 <\/p>\n

5) Evaluation of portfolio over time period<\/p>\n

a) analysis on monetary basis in a table of data
\u2022 performance of your portfolio by holding and overall return
\u2022 consider a benchmark against which you can assess your performance
b) overall judgment
\u2022 any comments to explain performance over the 5 weeks
\u2022 what have you learned from the exercise?<\/p>\n

 <\/p>\n

 
Capital Markets Coursework Briefing and Mark Scheme<\/p>\n

 <\/p>\n

You are required to submit both an electronic copy via Turnitin on Moodle and a hard copy to the Business School office.
2500 words(undergraduate students)
4000 words (postgraduate students)
(10% tolerance), include the word count in your coursework
Use spell and grammar check<\/p>\n

Marking
Rationale for choice of portfolio (which stocks\/holdings, why chosen and explain the mix) 35%
Investment Theory 35%
Conclusions 20%
Structure, grammar, referencing 10%<\/p>\n

Remember no marks for portfolio performance!
1) Intro: use this to set out the terms of the exercise<\/p>\n

a) \u00a3100,000 to invest
b) investment objective (what are you trying to achieve)
c) time period (over what time period are you seeking performance)<\/p>\n

2) Identify the holdings<\/p>\n

a) min 4 and max 6 holdings (undergraduate students)
min 5 and max 10 holdings (post graduate students<\/p>\n

b) all holdings must have quoted prices (source to be referenced)<\/p>\n

c) consider costs
\u2022 stamp duty if you are buying UK equities
\u2022 initial charge on mutual funds
\u2022 but assume you always deal at mid-price
d) rationale for each holding (not description) i.e. what features suggest that the holding will perform well over the time frame chosen, what are the risk factors and (briefly) what performance do you expect from each holding<\/p>\n

e) charts detailing past performance over a long time period (5 years or longer)
3) Justification for overall shape of portfolio, key here is diversification<\/p>\n

a) industry
b) country\/currency
c) developed\/developing markets
d) investment vehicles (funds, active\/passive, derivatives)<\/p>\n

3a) Explanation for any trading undertaken
4) Investment theory<\/p>\n

I am not expecting all the following aspects of theory to be included, but a good demonstration of the theory will earn you better marks. You can either discuss investment theory as a separate section or you can work it into the structure of your coursework. The main thing is to make sure you have covered some theory somewhere.<\/p>\n

a) Modern portfolio theory
\u2022 risk-return trade-off and your risk profile
\u2022 the principle of diversification
\u2022 for extra marks: the efficient frontier and what it is demonstrates
b) CAPM
\u2022 beta and weighted beta of portfolio (esp. if all UK stocks)
\u2022 expected return per holding
c) Gordon\u2019s growth model
\u2022 estimated intrinsic value of a stock (to compare with actual share price)
d) investment styles
\u2022 active\/passive
\u2022 value\/growth\/income
e) the efficient market hypothesis
f) behavioural finance<\/p>\n

 <\/p>\n

5) Evaluation of portfolio over time period<\/p>\n

a) analysis on monetary basis in a table of data
\u2022 performance of your portfolio by holding and overall return
\u2022 consider a benchmark against which you can assess your performance
b) overall judgment
\u2022 any comments to explain performance over the 5 weeks
\u2022 what have you learned from the exercise?<\/p>\n","protected":false},"excerpt":{"rendered":"

Business Capital Markets Portfolio Project description Marking Rationale for choice of portfolio (which stocks\/holdings, why chosen and explain the mix) 35% Investment Theory 35% Conclusions 20% Structure, grammar, referencing 10% Remember no marks for portfolio performance! 1) Intro: use this Read More …<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-178705","post","type-post","status-publish","format-standard","hentry"],"_links":{"self":[{"href":"https:\/\/www.benedictsol.com\/blogs\/wp-json\/wp\/v2\/posts\/178705","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.benedictsol.com\/blogs\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.benedictsol.com\/blogs\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.benedictsol.com\/blogs\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.benedictsol.com\/blogs\/wp-json\/wp\/v2\/comments?post=178705"}],"version-history":[{"count":0,"href":"https:\/\/www.benedictsol.com\/blogs\/wp-json\/wp\/v2\/posts\/178705\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.benedictsol.com\/blogs\/wp-json\/wp\/v2\/media?parent=178705"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.benedictsol.com\/blogs\/wp-json\/wp\/v2\/categories?post=178705"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.benedictsol.com\/blogs\/wp-json\/wp\/v2\/tags?post=178705"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}