Analyse your portfolio choices from a behavioural perspective and Evaluate the asset allocation adopted applying the portfolio theory concepts studied.

Investment & Financial market nehaviour

You need to submit your initial investment positions with a few words with your reasons using the Turnitin link provided before the deadline of Friday 18th February 2022 11.59pm.
In the report you will have to
Analyse your portfolio choices from a behavioural perspective and
Evaluate the asset allocation adopted applying the portfolio theory concepts studied.
Include a discussion of the purpose of the portfolio and how you believe that your portfolio fulfils the stated aim better than other possible portfolios.

How to build your Excel spreadsheet
Start with the portfolio Excel spreadsheet you have used for tracking the performance of your investment choices between 1 and 28 February 2021. Add a new worksheet (a new tab) in your Excel file with your portfolio of 10 assets. Copy the entire sheet containing the tracked portfolio and paste it in the new worksheet. In the newly added worksheet, change the amounts invested in each asset to £100,000 .
Add a new worksheet in your Excel file with your portfolio of 10 assets.
Use the Bloomberg terminal  to look up and download historical prices for your 10 assets – monthly data for the last 5 years. Put these in one single Excel sheet
Calculate the expected rate of return for each asset and its risk.
Calculate the correlation matrix for your 10 assets.