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Pages:
3 pages/≈825 words
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Level:
APA
Subject:
Accounting, Finance, SPSS
Type:
Coursework
Language:
English (U.S.)
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MS Word
Date:
Total cost:
$ 16.85
Topic:

Securities and Investments Research Assignment Paper (Coursework Sample)

Instructions:

The assignment requirements are attached

source..
Content:


Securities and Investments
Name
Institution:
Course
Date
Part1 : Sector Performance
Question 1
a.-2.80%k.-0.60%u.1.68%b.3.70%l.1.20%v.4.44%c.-3.60%m.1.70%w.-6.12%d.2.60%n.-0.30%x.-0.78%e.-3.70%o.1.40%y.-5.18%f.-0.80%p.-1.90%z.1.52%g.2.20%q.1.80%aa.3.96%h.0.40%r.-4.90%bb.-1.96%i.3.60%s.4.10%cc.14.76%j.-1.60%t.-11.70%dd.18.72%
Question 2
The sector performance is 0.60%+ 1.20% +1.70% +-0.30%+ 1.40% +-1.90% +1.80%+ -4.90%+ 4.10%= -11.70%=-9.20%
Alternatively
Portfolio return- S & P 500 return =43.50%- 52.70%= 9.20%
There was a 9.20% underperformance of the portfolio compared to the S & P 500
Question 3
While the allocation contribution for the healthcare sector was 14.76% there was a positive differences in weighing and over performance, while the consumer staples has an allocation contributions of 18.72% the sector performed poorly and the difference weighing was also negative. Hence, health care had the greatest positive contribution.
Question 4
The Information technology sector had the greatest negative contribution to the portfolio

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