This essay has been submitted by a student. This is not an example of the work written by professional essay writers.

Analysis of The Modern State and Features of Stock Market Investment

  • Subject: Business
  • Essay Topic: Stock
  • Page: 1
  • Words: 559
  • Published: 28 January 2019
  • Downloads: 33
downloadDownload printPrint

Remember! This is just a sample.

You can get your custom paper by one of our expert writers.

Get custom essay

121 writers online

Download PDF

Portfolio Analysis for stock market investment

An investor tends to come up with various pools of investment to the market intending to maximize bid share and with an aim of upholding the invested amount in the stock market which is generally advocated in the principle of low risks which should lead to high yields. As much as long term investment is concerned, various factors such as types of assets in the portfolio and the management policy, by way of measuring both investor’s long and short term investment goals whereby they should come to fulfillment before closure of the intended period which makes easy to have 10 stocks for a given time. In order to attain an optimal asset allocation for portfolio, the investor should be aware of the market risks likely to encounter. The investor should however come up with the most efficient and risk tolerance portfolio goals. Some of the reasons which fostered the kind of market are as outlined.

Transaction summary

It clearly lists all the financial activities which occurred in the account in a systematic way. The total investable principle and the additional amount which can be invested can easily be channeled to the market. This has however sieved un important financial transaction which leaves the investor with the net market transactions which includes market buy, market sell, earned dividends and short proceeds. This report allows the investor to filter different transactions by date of occurrence and the date of transaction.

Portfolio summary

This summary shows the both cash inflow and outflows, purchases and sales, and, cash distributions which make it easy for the investors to at any particular to access the financial position of the investment firm. The summary also outlines all activities and performance in a specified duration, this summary is reached out by use of all transactions that occurred during the specified period of time i.e weekly, after two weeks etc. The investor can have a view on the look of the portfolio in between the selected time duration. The summary includes: value summary section, cash distributions and purchases section, period Returns section, and the portfolios and transaction bit of it. This approach guides on the starting market value (recorded at end of a starting date), ending market value (recorded at the close of ending date) and the portfolio net change. This makes it easy to come up with a financial and a defined market report and trade completion.

The Gain/Loss summary

The investor can easily get to know how the investment has performed in duration of specified period in terms profit or loss. This guides the investment scheme in making decisions for future investments and shows if the investor minimized costs to maximize returns. Every purchase in this case is matched with the sell transaction and a display of either there is a loss/gain. This information leads to the Back-In-Time-Report.

Performance Study

This approach analyses the aggregate performance of an investor in the market to other major investors. The trade however reflects the intended purpose, indicating whether the investor is 3in line with the set objectives or not, showing how the investor has failed to meet the core obligation which is maximum returns. True diversification of assets to market exposure is reached out, which advocates for low costly assets and low investment costs.

Remember: This is just a sample from a fellow student.

Your time is important. Let us write you an essay from scratch

experts 450+ experts on 30 subjects ready to help you just now

delivery Starting from 3 hours delivery

Find Free Essays

We provide you with original essay samples, perfect formatting and styling

Cite this Essay

To export a reference to this article please select a referencing style below:

Analysis of the Modern State and Features of Stock Market Investment. (2019, January 28). GradesFixer. Retrieved August 6, 2022, from
“Analysis of the Modern State and Features of Stock Market Investment.” GradesFixer, 28 Jan. 2019,
Analysis of the Modern State and Features of Stock Market Investment. [online]. Available at: <> [Accessed 6 Aug. 2022].
Analysis of the Modern State and Features of Stock Market Investment [Internet]. GradesFixer. 2019 Jan 28 [cited 2022 Aug 6]. Available from:
copy to clipboard

Where do you want us to send this sample?

    By clicking “Continue”, you agree to our terms of service and privacy policy.


    Be careful. This essay is not unique

    This essay was donated by a student and is likely to have been used and submitted before

    Download this Sample

    Free samples may contain mistakes and not unique parts


    Sorry, we could not paraphrase this essay. Our professional writers can rewrite it and get you a unique paper.



    Please check your inbox.

    We can write you a custom essay that will follow your exact instructions and meet the deadlines. Let's fix your grades together!


    Hi there!

    Are you interested in getting a customized paper?

    Check it out!
    Don't use plagiarized sources. Get your custom essay. Get custom paper

    Haven't found the right essay?

    Get an expert to write you the one you need!


    Professional writers and researchers


    Sources and citation are provided


    3 hour delivery