Essays on Treynor

Investment Portfolio Project

For my personal portfolio, the following values shall be taken into consideration.

Ri for every portfolio is calculated as follows Disney= 2%(19.3)=0.386

Therefore, Treynor’s indices are calculated as follows:

(Ri-Rf)/beta For Disney; (0.386-1)/1=-0.614 Citigroup= (1.12-1)/1= 0.12 General electric= (0-1)/1=-1 Morgan Stanley= (0.252-1)/1=0.748 Home depot= (0.5208-1)/1=-0.4792 Treynor’s indices are critical in determining the viability of an investment portfolio. Considering this investment platform, and the associated Treynor’s indices, a viable economic decision can be made out of it. The two modern portfolio theories, the Sharpe’s and Harry Markowitz’s Modern stipulate that an investment must consider both ...

Investment Portfolio Project Final Paper and Presentation

Investment Portfolio Project Final Paper and Presentation In an ideal situation, an investor would like to investment in an asset or portfolio of asset characterized by high returns and low risk. However, the ideal world does not exist and so is the ideal portfolio as opined in the sentence above. This understanding gave birth to several portfolio theories and among these theories is the modern portfolio theory whose key contributors included Harry Markowitz and William Sharpe. In the modern portfolio theory of MPT as it is famously referred to, the theorists emphasize the importance of diversification in the portfolio. ...

Introduction

The bank of Queensland was instituted in 1874 as the first permanent building society in Queensland, Australia. Initially, it was being operated as Brisbane Permanent Benefit Building and Investment Society. This society was later incorporated in 1887 and then got amalgamated with the City and Suburban Building Society in 1921. Later on in 1931, it was again amalgamated with Queensland Deposit Bank. It received a license to operate as a trading bank in 1942. The bank computerized its operations in 1970 and then underwent a series of transformations that included changing its name to bank of Queensland. The bank was first listed ...