SECURITIES ANALYSIS AND

PORTFOLIO MANAGEMENT

ASSIGNMENT

SUBMITTED TO : SUBMITTED BY :
Dr. A S Chawla AMANDEEP KAUR
MBA – 2nd [A]
ROLL NO. 5824

SCHOOL OF MANAGEMENT STUDIES

PUNJABI UNIVERSITY, PATIALA
Suppose we have to invest Rs.1,00,000 in
three securities. we will invest Rs.20,000 in
security 1,Rs.50,000 in security 2 and Rs.
30,000 in security 3.

Securities ex. return probability

1 8 0.3
2 14 0.5
3 18 0.3

Return Risk Dev Dev*p

1.6 -6 36 7.2
7 0 0 0
5.4 4 16 4.8
12

√12 =3.46

PORTFOLIO OF 5 SECURITIES
EXPECTED RATE AND AMOUNT OF INVESTMENT IN
EACH SECURITY IS AS FOLLOWS…………

SECURITIES EX.RETURN AMT.INVESTED

P .13 20000 0.026
Q .05 10000 0.005
R .15 30000 0.045
S .07 25000 0.0175
T .15 15000 0.0225
0.116