Managing Personal Finances, Investment Portfolio, Performance of the Individual Asset - Example

QATAR UNIVERSITY

COLLEGE OF BUSINESS AND ECONOMICS

DEPARTMENT OF FINANCE AND ECONOMICS

UNDERGRADUATE

SPRING 2016

PROJECT WORK: PERSONAL FINANCE

Personal Investment Portfolio

SUBMITTED BY

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SUPERVISION BY

DR. ARUNA DHADE

Abstract

The report intends to provide a detailed analysis of the performance of portfolio from the point of view of an investor. In this case, an amount of 1000,000 has been invested in diversified market. The investor has invested the amount to maximize the return in terms of taking risks. Thus, instead of investing in comparatively secured market such as bond/debenture or depositing the funds in the banks for long-term, the investor has invested in stock market, bullion market and Forex market. However, after the investment period, the investor has received net profits of 8.33%. The detailed calculation for each transaction has been shown in the report.

Table of Contents

Chapter I4

Managing Personal Finances4

Introduction and rationale of the project4

Investment goals, objectives and philosophy5

Chapter II6

Investment Portfolio6

Earnings from each of the portfolio6

Chapter III14

Return Outcomes14

Analyzing the performance of the individual assets14

Conclusion16