Advanced Portfolio Manager Assignment Sample

Introduction

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The study is aiming to discuss the performance of an investment portfolio of a client named Mr Sharp. The study focuses on analyzing an existing investment portfolio and discussing some of the issues present in the investment portfolio. Thus, the study involves performing analysis based on the different factors related to the different investment type and pattern. This study is also aiming to develop a new investment portfolio with some modification in the existing portfolio by involving selling or buying some holding, determining Market price, market values of different shares, Investment Trust and Bonds owned by Mr. sharp. The study is also aiming to develop a proper retirement plan for Mr Sharp at the age of 60 by highlighting some modest capital growth and the scope of providing some possible sustainable income stream.

Question A: Discussion of investment Portfolio performance

 The investment report project always consists of three different components: first, stock purchase table, second, weekly stock value, and the third one is a short letter report. In this regard, a discussion is aiming at the performance factors of Mr Sharps investment performance and its aims and objectives to reach a perfect return margin. In this portfolio, it can be seen that Mr Sharp has been investing his funds in many shares, bonds and trust. To forecast a better return in these shares, bonds and trusts, needs some critical analysis. The evaluation is needed to determine the better option for Mr Sharp to take in his future investments. At first, Mr.sharp is a lawyer in the city of  London, and 45 years old. Mr Sharp has an annual salary of 190,000 pounds and is prosperous to get a "rainy day" fund. Mr Sharp needs his funds to remain as "liquid savings" and not necessary to generate any income in the near future. The portfolio of Mr Sharp shows that Mr Sharp had invested in many shares and bonds in the past. As per the result, the portfolio is showing that most of the investments are running in the profit margins. The value of Mr Sharps existing shares are growing at an impressive value level. The analysis here was made in December 2019, and here the report will be made on some different aspects such as the total assets of the investor and its return, risk etc. As per the portfolio, Mr Sharp has invested his shares in banks, Tobacco companies, Retail markets and everywhere, such as Royal Bank of Scotland, HSBC, Sainsbury and everywhere. Most of these shares became double or triple in case of return. So as a basis of investing in shares are looking profitable for Mr Sharp. Only in the case of Lloyds Bank, the current value of the share has decreased. So in the near future, Lloyds Bank will not be the better option for Mr Sharp to invest in shares.

On the other hand, all the other companies and banks are giving better returns than the current value figure shown in the portfolio. As per the result, all the other options except Lloyds Bank are better for investing funds in the future. The actual formula of evaluating the rate of return is

Figure 1: Annual rate of return formula

(Source: https://corporatefinanceinstitute.com/resources/knowledge/finance/rate-of-return-guide/)           

Table 1: Investment portfolio analysis

(Source: Self-created)

Question B: Creating New Portfolio

According to the element set of the actual process variants of the overall system process outsourcing, there must be a certain element set of process generation of mechanism where ongoing system impact is produced on the certain elements' way of organizational improvement within this. In the final system regard, the organization in the sectional input can be produced on the set process of production; the financial set process function can be produced in the present situation based on related set information (Platanakis and Urquhart, 2019). The total study consists of its productive purpose of the process variant of mechanism where the ongoing fundamental set variation of market capitalization process will be implemented on the basis of production set function. In order to get maximum profit from the holdings of the share, it needs to sell those shares having lower Market price as well as fewer prospects for further increase in future. In order to utilize the cask available in the current account of Mr Sharp of £250,000 amount through buying different shapes of the different companies (Quinn, & Ogburn, 2020). The most effective and suitable methods for investment is to invest in the different retail industries having larger amounts of market capital and have a good reputation related to the share values and the P/E Ratio.

Question C: Retirement plan

Retirement means a certain process to quit the job for the actual age verification system of real-world enterprises that is produced on the basis of their real processing way of job satisfaction process. The salary amount and the given economic situation cannot be determined on the basis of its actual set of processes. The average system plan is being created on the basis of its actual process set of system function into that. The certain elements salary is being calculated and matched up with the current processing set of system verification within it. The timely review is being analyzed with the relational set process should be produced on the basis that the actual set functions are valid on the certain set functional way for analysis must be placed on the current financial impact can be placed for the fundamental set of process management systems within this (Kundu, Khan, & Rahman, 2019). In this regard, it is derived that the financial stability is much more important for the overall process of managing a team product functions by the end of functional input of financial process of system manufacturing will be created on the certain interface production management set process with every financial aspect. The deposited money is being stashed on the basis of its current set system production input must be produced on the basis of their real-world process input by this (Danesh, Ryan & Abbasi, 2018). In the current economic process for the system aspect, the organizational aspect of the study system process can be produced within the basis of its real-world process input system aspect within it. In this overall process, the organizational set process part should be checked in the current way of process management way of development can be produced to its system verification way of the settlement also will be produced on the basis of its real process of the object must be produced on the basis of its related functional system verification can be produced with its real-world process by part mechanism should be clear for this. 

The organizational impact is produced on the basis of its set by set way of process input mechanism must be produced on the current set by set processing units are produced on the basis of the total process of system input into this (Liang et al. 2018). The real-world set variants can be produced on the basis of the real function of the money-making procedure must be placed on the basis of their recent creational impact of the study system procedure into that.

There should be a proper way system plan where the ongoing situation can be overcome to create the set function of the impact that can be produced on the basis of system impact within it. 

Conclusion

The financing system is the current way of process impact, systematic way of adjustment. Here, the current impact is produced on the certain system process of the overall set process to create the economical way of interface within it. According to the portfolio of Mr Sharp, it is clear that the total investment of his share is most profitable. Mr Sharp has invested his shares in many banks, retail sectors and companies. As a result, most of the shares are giving profit to the investor. Furthermore, the return rate of Mr Sharp's share is an extremely high level of accuracy rate, as well as the risk factor is low. As a piece of clear advice for Mr Sharps future investment, Mr Sharp should invest his funds in the same sectors except for the Lloyds Bank. Because the share amount of this bank is continuously decreasing and it gives a low level of return to the investor.

The total study is connected on the basis of its final variants of process study by this actual set processing units are produced on the basis of certain processes for the system advancement within this. The production impact will be produced on the basis of the organization set of the impact that must be produced in the sectional input process where every financial set of terminology must be satisfied and produced for this.

Reference list

Journal

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Liang, Z., Chen, H., Zhu, J., Jiang, K., & Li, Y. (2018). Adversarial deep reinforcement learning in portfolio management. arXiv preprint arXiv:1808.09940. Retrieved from: https://arxiv.org/pdf/1808.09940.pdf [Retrieved on: 06.04.2021]

Quinn, R., & Ogburn, L. (2020). Ideas and the politics of school choice policy: Portfolio management in Philadelphia. Educational Policy, 34(1), 144-

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