This paper aims to present and justify an appropriate investment portfolio for Mr. Flippinlaldi. He expects from his portfolio moderate returns, but Mr. Flippinlaldi is primarily a growth investor.

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Semester A / Session 200x

Coursework A

Consultancy for E. Flippinlaldi

Name: xxx

Matric. No. : xxxx

Module: Financial Studies

Programme:

Seminar tutor: xxxx

Words: 1558

List of contents

1. Introduction 1

2. Summary of Portfolio 1

2.1 BP p.l.c. 1

2.2 Royal Bank of Scotland Group plc 3

2.3 Siemens AG 4

2.4 UK- Government Gilt 5

3. Conclusion and summary 6

References 7

1. Introduction

This paper aims to present and justify an appropriate investment portfolio for Mr. Flippinlaldi. He expects from his portfolio moderate returns, but Mr. Flippinlaldi is primarily a growth investor. Therefore he is willing to accept a moderate level of risk and return. A moderate investment portfolio may be suitable for him. It should be diversified in different industries, with preference to large, established companies.

2. Summary of Portfolio

As investments three different shares are chosen and a government gilt. Each investment will be presented in the same way: 1. the justification for the choice with a historical review, 2. monitoring of the investment for a six-week period (28.09.2006 - 9.11.2006)