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Mock Stock Portfolio - Paper

Mock Stock Portfolio

I have been managing the mock portfolio seen in Appendix A for the last eighty-one days. Over the course of this semester stock markets have been bullish in recuperating from losses suffered over the summer months. I attribute the decline of market values to negative global news. Multi-national political issues have lead to instability in the investment world. During times of political uncertainty it is common that decreases in investor optimism lead to negative market growth and increased price volatility, never before has the market rebounded by a greater percentage in a shorter time than it did this past October.
To meet long-term growth needs and goals of this defined benefit ...

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by using securities with characteristics similar to your benchmark. Characteristics of similarity range from market sector, company size, yield to maturity, and the riskiness of the asset. Since the pension fund is in the growth stage of its life and the benchmark the class would be comparing their returns to is the S&P 500, my asset selection consisted of the given 25 common stocks, 4 mutual funds, and currency. In addition to these I purchased 4 more stocks three of which are still in the portfolio (see Appendix B) and performed one currency swap.
We see in table 9-2 of Investment Management that the asset mix for the top 1,000 pension funds in 1991 consisted of only 45% equity opposed to my 90+%. This allocation rationale is due to a lack of faith that I could attain a comparable return to the S&P500 using a 35% bond portfolio. The transaction costs per unit of return is also higher for fixed-income securities. Most of stocks in my portfolio are found in the New York Stock ...

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Mock Stock Portfolio. (2008, December 21). Retrieved October 22, 2025, from http://www.essayworld.com/essays/Mock-Stock-Portfolio/94947

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PAPER DETAILS

Added: 12/21/2008 02:10:27 AM
Category: Miscellaneous
Type: Premium Paper
Words: 644
Pages: 3

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