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Executive Summary Investment Philosophy My investment philosophy is based on the top down approach I have a growth strategy and a semi-efficient view of the market I have invested 100 of my portfolio in equities for several reasons higher profitability of equities comparing to other types of assets high equity yields and competitive advantage Original Portfolio I have concentrated on two markets in my analysis UK and Russia Economic analysis of these countries showed that there are lucrative and in many ways unique investment opportunities in both of these markets The following passages of my work I spend on the analysis of the specific industry sectors and companies which I have chosen to invest in Rebalancing That part of the work was based around detailed explanations of the reasons for exchange of my assets The market situation underpinning these decisions Performance Measurement 1st Period Old Total Value of portfolio New Total Value of portfolio 45 859555 8595 129 Compared to a benchmark World Equity Index 8595136 8595 129 lt 8595136 - underperformed the index by 1154 2nd Period Old Total Value of portfolio 45 first period New Total Value of portfolio 88 859343 8593 407 Compared to a benchmark World Equity Index 8593277 8593407 gt 8593277 - outperformed the index by 13 Whole Period Old Total Value of portfolio New Total Value of portfolio 88 859512 8595 94 Compared to a benchmark World Equity Index 8593 137 859594 lt 8593137 - underperformed the index by 1077 Risk Analysis My portfolio was a subject to several risks which included Inflation Risk Currency Risk Security-Specific Risk Interest Rate Risk Market Liquidity Risk Lessons Learned and Future Strategy I have greatly enhanced my analytical skills I would definitely apply a more conventional approach to investments I have a particular interest in Indias
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