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 Contents
- Executive summary
- Performance of the Portfolio
- Analysis of the individual companies
- HSBC Holdings plc
- Greggs
- Barclays
- Braemar Shipping
- BP plc
- Corero Network Security plc
- Pearson Group
- Edinburgh Investment Trust
- GlaxoSmithKline
- BAE Systems
- EasyJet
- Royal Dutch Shell
- Conclusion
- Reference List
Objectives and Key Themes
This document analyzes and evaluates an investment of £55,000 in companies listed on the London Stock Exchange. The investment period varied between four and thirteen weeks, with a significant adjustment occurring in week ten. The investment strategy aimed for diversification across various industries to mitigate risks. The document examines the performance of each individual company, focusing on both positive and negative contributions to the overall portfolio.
- Analysis of individual company performance
- Diversification of investment portfolio
- Evaluation of investment strategies
- Performance comparison to relevant indexes
- Impact of external factors on investment performance
Chapter Summaries
- Executive summary: This chapter provides an overview of the investment strategy and outlines the performance of the overall portfolio, highlighting key factors contributing to both positive and negative returns. It introduces the companies included in the investment, their sectors, and the initial allocation of funds.
- Analysis of the individual companies: This chapter dives into a detailed analysis of each company's performance during the investment period. It examines the factors influencing their share prices, including company-specific news, industry trends, and broader market dynamics. Each company's performance is compared to its corresponding index, offering a deeper understanding of their individual contributions to the overall portfolio.
Keywords
This document focuses on personal investment and portfolio planning, specifically exploring the performance of a diverse portfolio of companies listed on the London Stock Exchange. Key themes include diversification strategies, individual company analysis, comparison to relevant market indexes, and the impact of external factors on investment performance.
- Citation du texte
- Anonym (Auteur), 2016, Personal Investment & Portfolio Planning. Investments into companies listed on the London Stock Exchange, Munich, GRIN Verlag, https://www.grin.com/document/364470
