Securities and Investments Research Assignment Paper (Coursework Sample)
The assignment requirements are attachedsource..
Securities and Investments
Part1 : Sector Performance
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%
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
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.
The Information technology sector had the greatest negative contribution to the portfolio
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