Portfolio profile: Where is your portfolio located in the risk-return spectrum relative to the
benchmark index? (e.g. “higher risk, higher return” ) (0pt)
1. Diversification strategy:
1.1. Geographic: in one sentence, what are your geographic allocations? (1/2pt)
1.1.1.
1.1.2.
Expected return: In less than 100 words analyze the expected returns of one
region of your choice. (1pt)
Risk: In less than 100 words analyze the risk and co-movements with other
regions of one region of your choice. (1pt)
1.2. Sector: in one sentence, what are your sector allocations? (1/2pt)
1.2.1.
1.2.2.
Expected return: In less than 100 words analyze the expected returns of one
sector of your choice. (1pt)
Risk: In less than 100 words analyze the risk and co-movements with other
sectors of one sector of your choice. (1pt)
1.3. Asset Classes: in one sentence, what are your asset class allocations? (1/2pt)
1.3.1.
1.3.2.
Expected return: In less than 100 words analyze the expected returns of one asset
class of your choice. (1pt)
Risk: In less than 100 words analyze the risk and co-movements with other asset
classes of one asset class of your choice. (1pt)
1.4. Currency: in one sentence, what are your currency allocations? (1/2pt)
1.4.1.
1.4.2.
Expected return: In less than 100 words analyze the expected returns of one
currency of your choice. (1pt)
Risk: In less than 100 words analyze the risk of one currency of your choice.
(1pt)
1.5. Individual Investments:
1.5.1.
1.5.2.
Expected return: In less than 100 words analyze the expected returns of one
investment of your choice. (1pt)
Risk: In less than 100 words analyze the risk and co-movements with other
investments of one investment of your choice. (1pt)
Instructions: I will not evaluate the quality of the analyses. I will not evaluate quantity, in
fact, many times more is less. I only want to see that you applied, correctly or not, the
concepts learned in class, and that you are taking formed decisions and not just randomly
picking investments.