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Construction and management of a portfolio

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  1. Fundamental analysis of listed equity
    1. Selection of equity sectors
    2. Selection of shares for each sector
  2. Determination of the best asset allocation between the 4 sectors
  3. Weekly portfolio monitoring
  4. Benchmark of the portfolio
  5. Reasons for the divergences between the benchmark and the portfolio

The objective of the essay is, to construct and manage an equity portfolio that delivers an annualized return of at least 15%. As part of a UK-based fund management, to avoid international interest rate risks, I will only invest in companies quoted in GBP. I decided not to invest in bonds as the Fed decision to cut interest rates had disastrous consequences on bond prices. Furthermore, this would not be adequate according to my portfolio's written policy statement i.e, 'to achieve a maximum return for an investor prepared to take a high level of risk.'

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