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.
Inhaltsverzeichnis (Table of Contents)
- Executive summary
- The distinct companies in the portfolio
- Barclays
- WPP
- Vodafone
- IG Group
- Direct Line Insurance Group
- Berkeley Group Holdings
- Sanne Group
- Edinburgh Investment Trust
- Reckitt Benckiser Group
- GlaxoSmithKline
- BP
- Glencore
- Conclusions
- Reference List
Zielsetzung und Themenschwerpunkte (Objectives and Key Themes)
This report analyzes the investment of £55,000 into a portfolio of companies listed on the London Stock Exchange. The report aims to diversify the portfolio in various aspects, including investment in diverse sectors, a mix of FTSE 100 and FTSE 250 companies, and a focus on companies with potential benefits from an increase in the oil price. The report also examines the performance of individual companies in the portfolio over a 12-week period and analyzes the factors influencing the overall portfolio return.
- Portfolio diversification across different sectors and indices
- Performance analysis of individual companies within the portfolio
- Impact of market factors on investment performance, particularly related to the oil market
- Analysis of the cash balance and its influencing factors
- Comparison of portfolio performance to relevant market indices
Zusammenfassung der Kapitel (Chapter Summaries)
The report begins with an executive summary outlining the investment strategy and initial allocation of funds. It then delves into individual company analyses, starting with Barclays. The chapter on Barclays discusses the bank's transatlantic presence, its focus on core business, and the challenges it faces, such as litigation issues and job cuts. The report then examines Barclays' share price performance over the 12-week period and provides insights into the factors contributing to its performance.
Subsequent chapters will likely focus on the remaining companies in the portfolio, following a similar structure to the Barclays analysis. Each chapter will explore the company's profile, its performance during the investment period, and the key factors influencing its share price fluctuations. The report may also analyze the overall portfolio performance in comparison to relevant indices, such as the FTSE 100, FTSE 250, and FTSE All Share.
Schlüsselwörter (Keywords)
This report focuses on the investment performance of a diversified portfolio, including companies in various sectors, such as banking, advertising, telecommunications, financial services, insurance, real estate, and energy. It examines the impact of market factors, such as the oil market and the "Brexit" referendum, on investment performance. Key concepts include portfolio diversification, share price performance, dividend payments, cash balance, and investment return.
- Quote paper
- Anonym (Author), 2016, Personal Investment & Portfolio Planning. The case of an investment in 10 stocks and their development, Munich, GRIN Verlag, https://www.grin.com/document/358846
