Discuss your investment philosophy. Demonstrate how your asset allocation decisions match with your investor profiling. Forecast the market and discuss your assumptions in your market forecasting analysis. Discuss how it differs from your investment five years ago.
2. Reflect upon your rebalancing strategies. In this section, you should highlight why you bought, held or sold your shares and whether the rebalancing changed the nature of your portfolio. Your rebalancing strategies should be supported by relevant investment theories and asset pricing models. Additionally, you are required to identify relevant behavioural biases and explain your own irrationalities observed during the construction and management of the equity investment portfolio. This should be strongly underpinned by academic literature.
3. Evaluate your portfolio’s risk-adjusted absolute and relative performance.
