ASSIGNMENT

Investment Portfolio Assignment

Investment Portfolio Assignment

Chosen Company

HSBC Holding PLC listed on London Stock Exchange. £ 10,000 is invested in the company on 24th of October 2011 @ 530.00 pence; altogether 1886 Shares.

Background of the Company

HSBC is a London-based organization with approximately 8,000 offices worldwide. It is one of the largest banks operating successfully in the world. Its main area of operations is Europe, where it has nearly 50 % of its total assets; 15% of its total assets in Hong Kong; Northern America accounts for 20% of its assets; Asian Pacific region 10% and Latin American accounts for 5% of its assets (HSBC Holdings PLC Website).

HSBC Holdings is a financial and banking service holding company. It provides banking and other finance related services to its customers, through its subsidiaries. The company's services and products are catering two groups of customers, Commercial Banking and Finance-related services and two other international businesses, International Markets (capital and treasury markets servicing, advisory, asset management services, transaction services and financing services), and Global Private Banking (Preserve and mange wealth).

Performance of the HSBC Holdings PLC Shares

The chart below shows the performance of HSBC PLC for the past year January 2011 - January 2012. The performance of the HSBC PLC share has been below the benchmark performance of the market, especially since the July 2011. However, it is to be noted that the whole market, especially the Financial Market, of United Kingdom is facing the huge downturn. In the overall condition of the market is taken into consideration, the performance of the HSBC Holdings PLC share is far superior to that of the sector and the industry.

The shares were bought in October, when the price was 530 pence. During the last week of October, an upsurge was witnessed in the price of the share, ...