Personal Investment & Portfolio Planning. The case of an investment in 10 stocks and their development

Term Paper , 2016 , 30 Pages , Grade: 1,0

Business economics - Banking, Stock Exchanges, Insurance, Accounting

The following report analyses the investment of £55,000 into a portfolio of companies listed on the London Stock Exchange. As the current market situation is very unstable, I tried to diversify the portfolio in different aspects. First, the sectors I invested in do not intersect a lot, second, 50% of the firms, I primarily invested in at week 1, are within the FTSE 100 Index, the other 50% are in the FTSE 250, FTSE 350 or the FTSE All Share Indices. The following table displays the initial allocation in week 1 starting 13th January 2016.

Table of content

1. Executive summary

2. The distinct companies in the portfolio
2.1. Barclays
2.2. WPP
2.3. Vodafone
2.4. IG Group
2.5. DirectLinelnsuranceGroup
2.6. Berkeley Group Holdings
2.7. SanneGroup
2.8. Edinburgh investment Trust
2.9. Reckitt Benckiser Group
2.10. GlaxoSmithKline
2.11. BP
2.12. Glencore

3. Conclusions

4. Reference List

• College: Edinburgh Napier University
• Grade: 1,0
• Publication Year: 2016
• Pages: 30
• Catalog Number: V358846
• ISBN (eBook): 9783668435704
• ISBN (Book): 9783668435711
• Language: English
• Tags: personal, investment, portfolio, planning