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  • Course: Capital Markets & Instruments Project: Portfolio Optimisation

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    Prakash
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    The document provides instructions for a portfolio optimization project, asking students to select 10 stocks, analyze the historical returns and risk of each stock and the overall portfolio, and identify the optimal portfolio mix. Students are asked to show relevant screenshots of their Excel work and provide rationale for their stock selections and characterization of the optimal portfolio.

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    The document provides instructions for a portfolio optimization project, asking students to select 10 stocks, analyze the historical returns and risk of each stock and the overall portfolio, and identify the optimal portfolio mix. Students are asked to show relevant screenshots of their Excel work and provide rationale for their stock selections and characterization of the optimal portfolio.

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    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    13 views2 pages

    Course: Capital Markets & Instruments Project: Portfolio Optimisation

    Uploaded by

    Prakash
    The document provides instructions for a portfolio optimization project, asking students to select 10 stocks, analyze the historical returns and risk of each stock and the overall portfolio, and identify the optimal portfolio mix. Students are asked to show relevant screenshots of their Excel work and provide rationale for their stock selections and characterization of the optimal portfolio.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 2

    COURSE: CAPITAL MARKETS & INSTRUMENTS

    PROJECT: PORTFOLIO OPTIMISATION

    Instructions for the submission:


    ● Please maintain the following: Font - Times New Roman, Font Size - 12, Line
    Spacing - 1.5
    ● Wherever applicable, please ensure that the relevant screenshots of your working
    from the excel sheet are added to your answer.

    Overview of the portfolio:

    Stock 1
    Stock 2
    Stock 3
    Stock 4
    Stock 5
    Stock 6
    Stock 7
    Stock 8
    Stock 9
    Stock 10
    Portfolio

    1. Mention the stocks selected and the corresponding rationale behind it.

    Your Answer Write your answer here

    2. Summarize the historical return of individual stocks.


    Your Answer Write your answer here

    3. Perform the risk return analysis of individual stock.

    Your Answer Write your answer here

    4. Identify the optimal portfolio and mention its characteristics.

    Your Answer Write your answer here

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