MANAGING

PORTFOLIOS FOR
HIGHER FINANCIAL
RETURNS

Rare Konsult Ltd, Jos

Rare Konsult Ltd, Jos
Rare Konsult Ltd, Jos
INTRODUCTION
Investment is all about getting high
returns on already existing funds or
equities.
Portfolio is a collection of financial
securities held by an investor(s).
Portfolio Management therefore is the
careful selection, investment and
monitoring of the performance of a
basket of securities held by an investor
in order to ensure that his/her
investment objectives are achieved over
a given period of time.
Rare Konsult Ltd, Jos
 Investors can assemble their own
portfolio of stocks using vibrant and
informed financial advisors and/or
stockbrokers or opt to buy into funds
offered by unit trusts, investment
trusts and other institutional investors.

Investment should be a life-long thing

and a way of life. If you havent started,
NOW is the time. To procrastinate will
be doing injustice to ones self.

Rare Konsult Ltd, Jos

 Investment like any other important
thing in life requires:
Focus (Set investment goals)
Determination (Never get
discouraged)
Discipline (Dont waver)
Courage (Keep striving)
Monitoring

Rare Konsult Ltd, Jos

 SOME IMPORTANT PRE-INVESTMENT
QUESTIONS
Why should I invest?

Where should I invest?

When should I invest?

How should I invest?

What should I invest in?

Who will help me in my investment decision?

Do I have enough for investment?

If I do not invest, what are the likely

consequences?

Rare Konsult Ltd, Jos

Our doubts are traitors, and make us
lose the good we often might win,
fearing to attempt
William Shakespeare

You pile up enough tomorrows, and

youll find youve collected a lot of
empty yesterdays.
Harrold Hill
Rare Konsult Ltd, Jos
CRITICAL ISSUES FOR DISCUSSION:

Selection of Companies/Stocks
(Using important financial ratios)
Selection of Brokers
Risk Consideration
Diversification
Shares Vs Mutual Funds
Investment/Entrepreneurship

Rare Konsult Ltd, Jos

 CaseStudy


Stock EntryUnits Current TargetPrice Total Estimated

Name MarketPrice
(N)
(N) Purchase
Cost(N)
Return(N)

45,000 13.0 18.50 600,000 232,500

A

B 266,666 2.25 5.00 600,000 733,330

C 134,228 4.47 7.75 600,000 440,267

D 18,750 32.0 41.0 600,000 168,750

E 34,285 17.50 26.0 600,000 291,410

Rare Konsult Ltd, Jos

 Procrastination is the grave dreams
are buried

Rare Konsult Ltd, Jos

 Remember this:
The best legacy you can leave for
your children and wards is that of
sound investment culture and
financial intelligence.

Have a blissful investment driven

life!!!

Rare Konsult Ltd, Jos