7
answers
1
watching
196
views
15 Mar 2023
Following are the characteristics of market and three portfolios :
Characteristics
Market Portfolio
Portfolio 1
Portfolio 2
Portfolio 3
P/E
16
12
22
17
P/B
2
1.5
3
1.8
Dividend Yield
3%
5%
1%
3.5%
Last 3 years average earning growth
10%
8%
25%
11%
Industry type
N/M
FINANCE, Energy, Power Defensive
CONSUMER, Retail ; Healthcare, IT
Finance, IT, Energy
- From the above, identify the equity investment style of the portfolio 1, 2 and 3 and comment on their investment philosophy and source of risk. In which spectrum of style, do you characterize yourself?
Following are the characteristics of market and three portfolios :
Characteristics
Market Portfolio
Portfolio 1
Portfolio 2
Portfolio 3
P/E
16
12
22
17
P/B
2
1.5
3
1.8
Dividend Yield
3%
5%
1%
3.5%
Last 3 years average earning growth
10%
8%
25%
11%
Industry type
N/M
FINANCE, Energy, Power Defensive
CONSUMER, Retail ; Healthcare, IT
Finance, IT, Energy
- From the above, identify the equity investment style of the portfolio 1, 2 and 3 and comment on their investment philosophy and source of risk. In which spectrum of style, do you characterize yourself?
15 Mar 2023
Already have an account? Log in
15 Mar 2023
Already have an account? Log in
Read by 1 person