Construct a portfolio that tracks an index, whilst keeping in mind the specific needs of your client.
Hi everyone, I was given an assignment to construct a sector portfolio and an excel spreadsheet with the current portfolio weightings across sectors and single stock holdings. Here's the assignment:
Your task is to advise the client on how they should be positioned in order to track the performance of the ASX200 into year-end. You must invest the total YourSuper Fund AUM (AUD$1 billion)
The format in which this 1.5-page word document is to be delivered to client must include the below:
1. Your rating of each of the following sectors (overweight, underweight or neutral);
a. Financials
b. Materials
c. Healthcare
d. Real Estate
e.Consumer Discretionary
f. Energy
g. Consumer Staples
h. Information Technology
i. Telecommunication Services
j. Utilities
2. Your rationale for that rating, which may include, but not limited to, any:
a. Macroeconomic trends or factors you consider relevant
b. Microeconomic trends or factors you consider relevant
3. Your rationale for investing or not investing in bonds, currencies and commodities.
Can someone help me, by providing some sort of guidance or steps I should take to complete my assignment?
Many thanks
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