Monitor the performance of the portfolio on a weekly basis. In terms of fundamental factors explain reasons for the changes you are observing. (10 MARKS)
Critically evaluate the performance of your portfolios against the performance of the selected benchmark by using one of the following: the Sharpe ratio, the Treynor ratio or Jensen’s Alpha.
Conclude and explain the divergences you observe between your portfolio and the benchmark in terms of passive or active management theories and concepts.
Guidelines and important notes
• Answer all questions in this coursework and present your investment plan and findings in a professionally formatted report.
• The assignment should be produced in Word and Excel spreadsheets used for all calculations where necessary, the use of Bloomberg is strongly recommended.
• Computations should be introduced by brief but researched and referenced paragraphs covering: concepts, underlying assumptions.
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