PORTFOLIO CONSTRUCTION
Transcript: WOOLIES RISK,RETURN AND PROFITABILITY The portfolio is for a 26 year old female at the accumulation phase of her life her short term goals are to pay for her tuition fees, buy a car and pay for her house bond she will be investing in shares traded on the JSE Stocks are much riskier than other asset classes therefore she expects higher returns, because she is risk tolerant she is expecting a return above the inflation by at least 4% Capitec bank was founded in 2010 it offers retail banking services to lower income earners and it practices unsecured lending S&P credit rated south Africa long-term outlook for banks to BBB+ (Negative outlook) following a downgrade of Capitec credit rating from positive to stable as at 1 October 2012 because of unsecured lending.it still continued to give positive returns PORTFOLIO CONSTRUCTION The amount to invest in the portfolio is R100 000 000 MONTSENG MOENO ASSET ALLOCATION ASSET ALLOCATION GOAL! WOOLIES RISK,RETURN AND PROFITABILITY This portfolio is for a 26 year old female at the accumulation phase of her life Her short term goals are to pay for her tuition fees, buy a car and pay for her house bond She will be investing in shares of companies listed on the JSE Stocks are much riskier than other asset classes therefore she expects higher returns, because she is risk tolerant COMPARING CAPITEC TO ITS PEERS MONTSENG MOENO 2008112670 PORTFOLIO CONSTRUCTION This portfolio is for a 26 year old female at the accumulation phase of her life Her short term goals are to pay for her tuition fees, buy a car and pay for her house bond She will be investing in shares of companies listed on the JSE Stocks are much riskier than other asset classes therefore she expects higher returns, because she is risk tolerant SABMILLER RISK, RETURN AND PROFITABILITY refines platinum, nickel, copper and cobalt, it operates six units which are impala, Zimplats, Marula, mimosa, two rivers and Impala Refining services Expanding of its refinery in Zimbabwe will lead to a higher share price and higher returns(Sunday times: business times) CAPITEC’S RISK,RETURN AND PROFITABILITY INVESTMENT OBJECTIVES MONTSENG MOENO 2008112670 PORTFOLIO CONSTRUCTION Capitec bank was founded in 2010 it offers retail banking services to lower income earners and it practices unsecured lending S&P credit rated south Africa long-term outlook for banks to BBB+ (Negative outlook) following a downgrade of Capitec credit rating from positive to stable as at 1 October 2012 because of unsecured lending.it still continued to give positive returns INVESTMENT OBJECTIVES INVESTMENT OBJECTIVES MONTSENG MOENO 2008112670 SABMiller plc is in the beer and soft drinks business. The world’s second largest brewing company and are one of the world’s largest bottlers of Coca-Cola drinks. they also produce a portfolio of wholly-owned soft drinks brands. INVESTMENT OBJECTIVES PORTFOLIO CONSTRUCTION Woolworths Holdings Limited is a retail group In South Africa it has a respected chain of retail stores offering its selective customers a selected range of goods quality clothing, food, home-ware, beauty and financial services under its own private label brand. Woolworths Holdings also recently owned Country Road Limited, a leading clothing and home-ware retailer listed on the Australian Stock Exchange. This portfolio is for a 26 year old female at the accumulation phase of her life Her short term goals are to pay for her tuition fees, buy a car and pay for her house bond She will be investing in shares of companies listed on the JSE Stocks are much riskier than other asset classes therefore she expects higher returns, because she is risk tolerant COMPARISON TO ITS PEERS On the 18th of July 2014 Alarn Clark the Chief Executive of SABMiller said that SABMiller sold its ordinary shares of Tsogo Sun holdings for R7.6billion.[www.SABMiller plc.com] the intention is to reinvest the money back into the company to increase the value of the share price and returns to the investors
Prezi Present
Prezi Video
Prezi Design
