Personal Investment & Portfolio Planning. Investments into companies listed on the London Stock Exchange

Essai , 2016 , 39 Pages , Note: 1,0

Gestion d'entreprise - Banque, Bourse, Assurance

In the following the investment of £55,000 into companies, listed on the London Stock Exchange, will be analysed and evaluated. The investment period of the individual investments varied between four and 13 weeks due to an adjustment in week ten.

As illustrated bellow, the initial investment was highly diversified in order to avoid an overdependence on particular industries, as this could lead to high losses in case the industry faces difficulties. The risks of the investments vary between moderate and high. While companies, such as HSBC, BP and BAE Systems, are so called blue chip companies, which have a high Market Capitalisation and operations are relatively stable, other companies like Greggs or Corero Network Security are riskier. The majority of the companies are listed in the FTSE 100 or 250 index.

Table of content

1. Executive summary
1.1. Performance of the Portfolio

2. Analysis of the individual companies
2.1. HSBC Holdings plc
2.2. Greggs
2.3. Barclays
2.4. Braemar Shipping
2.5. BP plc
2.6. Corero Network Security plc
2.7. Pearson Group
2.8. Edinburgh Investment Trust
2.9. GlaxoSmithKline
2.10. BAE Systems
2.11. EasyJet
2.12. Royal Dutch Shell

3. Conclusion

4. Reference List

• Université: Edinburgh Napier University
• Note: 1,0
• Année de publication: 2016
• Pages: 39
• N° de catalogue: V364470
• ISBN (ebook): 9783668440500
• ISBN (Livre): 9783668440517
• Langue: anglais
• mots-clé: personal, investment, portfolio, planning, investments, london, stock, exchange