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Risk Portfolio and Investment Analysis

Risk Portfolio and Investment Analysis Assignment Answer

Assignment detail:

  • Words: 5500

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Section A

word count is 2500 words, and Section B word count is 2500 words (Total for both sections 5000 words). Executive Summary, Table of Contents, Tables, and References are not counted towards the word count.

Although academic writing style is required, please further assume that your report is read by audiences other than finance professionals; therefore, it should reflect inclusive language and, where possible, a plain explanation for every and each concept.

Section A – (2500 Words)

Based on the tasks below, write an original report of 2500 words. Note that share price data are available from Yahoo Finance, and further financial data can be researched.

Carry out a risk and return analysis of 20 stocks taken at random and analyse the following:

  1. Construct a risk and return profile of each of the twenty stocks over the last 5 years based on monthly observations (e.g. use the search box on this page and click here).


  1. Evaluate your results and recommend stocks for a prospective investor who is:
    1. Risk Averse: The investor would like to invest in “Low-risk stocks”. So, identify which stocks is low risk among your selected 20 stocks.
    2. Risk Aggressive: The investor wants to invest in “High-risk stocks”. So, identify which stocks are High risk among your selected 20 stocks.

Each portfolio should contain 10 stocks, that is 10 low risk stocks and 10 high risk stocks (total 20 stocks).

Note: The criterion for identifying a stock as low or high risk is the AVERAGE STANDARD DEVIATION of all stocks. In Question 1.a. you will calculate individual standard deviations; you can take the Average of these all-standard deviations. The assumption here is that you equally invest all 20 stocks.

  1. Portfolio Risk and Return Analysis
  2. Construct a high risk and a low risk by allocating equal weights to each stock you have identified in the previous question (1. b).
  3. Report on the risk and return of each portfolio you have constructed in part a of this question, including assessing their suitability for investors with varying risk preferences (you can and should further assume that investors can also invest in a risk-free asset).
  4. Provide a reflective summary of your understanding of portfolio management theory and practice. Use lessons and insights from the exercises you have done in previous sections.     

Important Note: Stock can be allocated to only one of the portfolios you construct, therefore, decide which category you would place it in if a stock fits two profiles.  Portfolio analysis refers primarily to the combined overall performance of the stocks in the portfolio and not the individual stock performance. Further, you are not assessed based on the portfolio performance. Special attention to be directed to the quality of the analysis and the presentation of theory, data and arguments.


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Guidelines for Section A:

Step 1- DATA: you need to rk 5 years of monthly share price data for the 20 stocks from the FTSE 100 using Yahoo Finance. (It must be from FTSE 100)

Step 2- Write the report following the below structure.

Introduction – Explain why you choose stocks (not indices). You can use the key metrics such as market cap, P.E Ratio or beta. Please do not leave it to the reader to guess why you selected these stocks.

Stock Analysis:

  • Calculate the Risk (standard deviations) and return (simple returns OR log returns) of these individual stocks and present your answers neatly in the report. Use a Table to summarise: Company’s name, Ticker Symbol, the returns and standard deviation; also, draw the graph where you put the standard deviation on the x-axis and stock returns on the y-axis.
  • Write a non-technical analysis of these stocks for prospective investors with differing risk preferences. The study should answer which stocks are suitable for risk-averse investors and which are ideal for risk-aggressive investors, and why (Justify)

Portfolio Analysis:

  • Construct a Portfolio by combining the stock you categorised as low risk and high risk. The criteria. Assume that each portfolio is equally weighted.
  • Calculate Portfolio risk & return: You need to use a mean-variance analysis approach based on historical prices and returns. For return calculation, you can use a simple return or log return method; either is fine.
  • Analyse and compare the portfolios and remember the possibility of investing in a risk-free investment.

Conclusion and reflection: Discuss your findings and note what you learned, including valuable insights.


Section B – (2500 Words)

Other than risk and return trade-off, what are the most suitable objectives for investors of bonds? Using empirical literature (including 12 to 15 peer reviewed references and relevant books that are not older than 10 years, unless it is necessary), evaluate the successes portfolio composition can achieve in transforming societies and communities. It is extremely important to include real-life examples where financial institutions and fund managers have used their capital to maximize the wealth and welfare of all concerned stakeholders.


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