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problem1: A portfolio manager has been asked to create & manage a portfolio with a capital appreciation objective. The manager is subject to the following guidelines presented in the investment policy statement:

[A] The portfolio should contain both large and small company shares.

[B] The portfolio should contain a maximum of 40% large company shares.

[C] The portfolio should contain a minimum of 40% small company shares.

[D] The portfolio should contain a maximum of 15% cash.

The portfolio manager has created the following portfolio:

Security

Dollar Value of Investment

Large Company

Small Company

National Australia Bank

$170,000

X

 

AMP

$165,000

X

 

Woolworths

$175,000

X

 

Energy Developments

$87,500

 

X

Pacific Brands

$85,000

 

X

PMP Limited

$80,000

 

X

MYOB

$60,000

 

X

Cash

$177,500

 

 

With reference to the guidelines with which the manager was provided, critique the portfolio that the manager has created [Note: you will require running some basic computation].

Portfolio Management, Finance

  • Category:- Portfolio Management
  • Reference No.:- M919662

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