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Portfolio Ppt

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Johnson, C. Dinesh, P. Senior Research Analyst Chief Investment Officer Holds an M.S. in Strategy management, B.S. accounting, Has experience since 2010, has worked as an equity manager for two years in morningstar, experience in tax consultancy in Fortune 500. Holds an M.S. in Investment management, B.S. strategy management, Has experience since 2012, has worked as an equity manager for two years in morningstar, experience in strategic management in PWC. Nishika, J. Lead Portfolio Manager Holds an B.S. in accounting, M.S. accounting, Has experience since 2003, has worked as an equity manager for two years in morningstar, experience in tax matters in PWC.  Ensure safety of the principal amount  Ensure capital growth  Liquidity  Providing diversification of portfolios  Basket – return on investment (ROE)  Our ROE is made up of 50 S&P 500 stocks  Best forward ROE growth  Equally weighted index, construction assigns a similar weighting across the board.  The basket aligns to S&P 500 indices and displays an outperformance in the current year.  The 50% of the basket’s stocks are in; IT, Healthcare, and Finance sectors with majority going to the IT sector. % sector composition Others, 6 IT, 30 Consumer, 22 Communicati on, 16 Finance , 10 HealthCare, 16  25.9% annually Estimation Process for the Returns  Treasury rates: estimated a 10 year bond yield for a historic view of risk free rate in the market.  Market retur ...
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Anonymous
Very useful material for studying!

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