Portfolio diversification.pptx

Portfolio diversification.pptx - PORTFOLIO DIVERSIFICATION...

This preview shows page 1 - 5 out of 5 pages.

PORTFOLIO DIVERSIFICATION Presented by: Vinit Kumar
Image of page 1
INVESTMENT COMPARISON Mixed Asset Optimal Risky Portfolio end of December 2015 PORTFOLIO RISK & RETURN % VBTLX 68% % VFIAX 32% TOTAL INVESTED 100% EXP PORT RET 0.51% EXP PORT VAR 0.01% EXP PORT STD 1.07% SHARPE RATIO 47.96% Single Security AAPL Return end of December 2015 -7.52%
Image of page 2
INVESTMENT COMPARISON Portfolio Returns based on fixed weight as of end of December 2015 Period Ending % RETURN Jan-16 -0.61% Feb-16 0.41% Mar-16 2.82% Apr-16 0.39% May-16 0.59% Jun-16 1.40% Jul-16 1.62% Single Security AAPL Returns Period Ending % RETURN Jan-16 -0.13% Feb-16 12.72% Mar-16 -13.99% Apr-16 7.18% May-16 -4.27% Jun-16 9.01% Jul-16 1.77% 42370 42401 42430 42461 42491 42522 42552 -1.00% -0.50% 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% -0.61% 0.41% 2.82% 0.39% 0.59% 1.40% 1.62% % RETURN 42370 42401 42430 42461 42491 42522 42552 -20.00% -15.00% -10.00% -5.00% 0.00% 5.00% 10.00% 15.00% -0.13% 12.72% -13.99% 7.18% -4.27% 9.01% 1.77% % RETURN
Image of page 3
MONTHLY PERFORMANCE COMPARISON OF PORTFOLIO VS SINGLE SECURITY AAPL Security AAPL alone has a high level of fluctuations as noted from the Period December 2015 to July 2016, from high gain of 12.72% in February 2016 to sharp plunge to -13.99% in March 2016. As noted in the previous slide the rise and fall is sharp which alone the security indicates as being high risk.
Image of page 4
Image of page 5

Want to read all 5 pages?

You've reached the end of your free preview.

Want to read all 5 pages?

  • Two '17
  • ALEX LOFTS
  • 3.00%, 3.50%, 7.52%, VINIT KUMAR

{[ snackBarMessage ]}

Get FREE access by uploading your study materials

Upload your study materials now and get free access to over 25 million documents.

Upload now for FREE access Or pay now for instant access
Christopher Reinemann
"Before using Course Hero my grade was at 78%. By the end of the semester my grade was at 90%. I could not have done it without all the class material I found."
— Christopher R., University of Rhode Island '15, Course Hero Intern

Ask a question for free

What students are saying

  • Left Quote Icon

    As a current student on this bumpy collegiate pathway, I stumbled upon Course Hero, where I can find study resources for nearly all my courses, get online help from tutors 24/7, and even share my old projects, papers, and lecture notes with other students.

    Student Picture

    Kiran Temple University Fox School of Business ‘17, Course Hero Intern

  • Left Quote Icon

    I cannot even describe how much Course Hero helped me this summer. It’s truly become something I can always rely on and help me. In the end, I was not only able to survive summer classes, but I was able to thrive thanks to Course Hero.

    Student Picture

    Dana University of Pennsylvania ‘17, Course Hero Intern

  • Left Quote Icon

    The ability to access any university’s resources through Course Hero proved invaluable in my case. I was behind on Tulane coursework and actually used UCLA’s materials to help me move forward and get everything together on time.

    Student Picture

    Jill Tulane University ‘16, Course Hero Intern