Share Portfolio Review Assessment Brief I have chosen the company Easy jet an airline, on the London stock exchange.
The following instructions must be met:-
You need to be able to justify your choice of company. In order to do this, you should carry out some research on a range of companies using PEST analysis.
You will need this information for your interim report.
The assessment is concerned with how you arrived at your choice of initial shares, your analysis of the progress of your portfolio, your judgment for
keeping – or selling – the shares and how well you justify your decisions. In order to do this, you should try to include more pieces of information than
just the closing share price to make a chart as informative as possible. What other information might be relevant? You will also need this information for your interim and final reports.
Interim Individual Share Portfolio Review – maximum 1,000 words To pass this assessment you MUST:
Submit an interim report that analyses the performance of your chosen share throughout the first twelve weeks of the project, paying particular attention to changes in the share price and including a PEST analysis for your chosen company
Share Portfolio Review Assessment Brief Requirements
To achieve a higher grade in this assessment you SHOULD:
Analyse your share performance in detail, with referenced evidence to support your analysis
Provide information on why you chose this particular company
Compare the performance of your chosen share with the overall performance of the shares chosen in your group If you are going to chose to swap your original share, why you are you choosing to swap and your justifications for your new choice.
To achieve a grade at the highest level you COULD:
Provide information on other companies that you considered, and why you rejected them
Consider how well your share is doing compared to the overall portfolio of your group and the stock market as a whole Provide detailed justifications around your decision during the share trading window
Hint: to achieve higher marks you will analyze the reasons for what happened, comparing your company with other relevant businesses, the sector and the economy in general, and taking into account any newsworthy events that affected the share price.
