Investment Portfolio Management - 6559 Words

|IPM Project Report | | | | | |Investment Portfolio Creation | |using | |†¦show more content†¦It’s actually a very simple quantitative stock ranking scheme. It uses return on capital and earnings yield as inputs. Return on capital is the metric that shows whether a business is a good one or not. Earnings yield is the metric that shows whether a company is cheap or not. Greenblatt suggests using these measures to identify good but cheap businesses, and buy them. That’s the secret behind the ‘magic formula’. In â€Å"The Little Book That Beats The Market,† Greenblatt calculated hypothetical returns for the 1988-2004 period. The magic formula returned an average 30.8% per year, while the market return was 12.3% and the SP 500 returned an average 12.4%. So this formula beats the market by 18% per year. The two things he looks at are earnings yield, which is how cheap the company is. A simple earnings yield would be the inverse of the P/E ratio or earnings to price. So, in other words, if something earned $2 and it cost you $10 a share, you’d have a 20% earnings yield. It uses a more sophisticated metric than just earnings, than just price. But the concept is the same. It uses EBIT–earnings before interest and taxes and compares that to enterprise value, which is the market value of a company’s stock plus the long-term debt that a company has. That adjusts for companies that haveShow MoreRelatedInvestment Analysis Portfolio Management1583 Words   |  7 PagesHere is the term paper on investment analysis portfolio management from 31st may to 1st august. Now you will see that we have collected stock information and calculate relative things to evaluate our performance. We think that if anybody want to invest in the DSE , this term paper can help them to make decision whether or not they will invest or not and what strategy should they follow. Finally, we are also very much satisfied to have the scope of doing this investment which gave us the practicalRead MoreInvestment Strategy and Portfolio Management2408 Words   |  10 Pages Investment Strategy and Portfolio Management - Case of study: Kaplan Capital Introduction For organisations operating in unpredictable and competitive markets, it becomes a challenge for fund managers to create an optimal investment portfolio for their companies and their clients. Fund managers are presented with various prospects in emerging markets, equities, real estate, corporate bonds, government bonds, hedge funds, financial derivatives, and other alternative investments optionsRead MoreInvestment Analysis and Portfolio Management10645 Words   |  43 Pagesanticipation of future returns. Investments could be made into financial assets, like stocks, bonds, and similar instruments or into real assets, like houses, land, or commodities. The aim of Portfolio Manager is to provide a brief overview of three aspects of investment: * The various options available to an investor in financial instruments. * The tools used in modern finance to optimally manage the financial portfolio. * Lastly the professional asset management industry as it exists todayRead MoreInvestment Analysis And Portfolio Management1453 Words   |  6 PagesMA930 Investment Analysis and Portfolio Management December 2014 Assessment a) Summary of assumptions on the outlook for the UK economy and government policy. †¢ GDP is forecasted to be between 3.0%-4.0% in 2015. This is supported by the revision of the GDP in 2014 from 2.5% to 3.0% by Office for Budget Responsibility(OBR) in the Autumn Statement. (Office for Budget Responsibility, 2014). 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Impact of various causative factors on the three indicators: According to the observation of the past one-month, it infers that DJIA and NASDAQ Index fluctuate to grow, and 10-year Treasury Note Yield fell down. After analyze the daily causative factors, I find several parts influence the indicators. Most of all, the whole economic trend is the most important impact of various causative factors. The three indicators are allRead MoreBenefits of Risk Management on Investments and Portfolio Assets2700 Words   |  11 PagesAcknowledgement Benefits of Risk Management on Investments and Portfolio Assets The report on the above subject/topic is submitted in partial fulfillment of the requirement of MBA Program of AICISM AMITY, Noida. The report has been prepared based on information/data collected through primary survey and published information available from various sources. The data and the statistical ingredients, including the contents of the report, are either drafted/ authored by me or copied from specific authorizedRead MoreSwot Analysis Of Brown s Investments And Portfolio Management851 Words   |  4 PagesStrengths related to Brown’s Investments and Portfolio Management Our team has carefully reviewed your portfolio and have identified areas of strength and areas that need improvement. The term portfolio includes all your investment accounts except the 529 Plan which we analyzed separately. One strength in regards to your portfolio is that it has outperformed the market over the last ten years. This means that on average your returns were greater than the returns of the market. Outperforming theRead MorePrioritizing It Project Management Portfolio1390 Words   |  6 PagesPrioritizing IT Project Management Portfolio Prioritizing IT Project Management Portfolio The realities of shrinking IT budgets and increasing dependence on IT in organizations in recent years has resulted in a situation in which there is an intense competition for resources needed to execute and complete IT projects. According to Ross (2007), the shrinking IT budget in the face of increasing demand has brought new pressures to the IT function. To gain approval and funding for projects, IT departmentsRead MoreCase Study : Crescent Wealth Sdn Ltd Essay864 Words   |  4 PagesPROFILE Ahmed is a financial markets expert specialized in stock markets and forex trading managed discretionary, non-discretionary portfolios and business development. He is MBA in finance and accounting a motivated, team player and performance focused professional with thirteen years of middle management experience. Successfully dealt with regulatory authorities, auditors and skilled in collaborating with different functional groups such as treasury, compliance, finance and settlement departments