課題：リスク管理手法の実装

Implementing Risk Management Techniques

課題の概要:

客観的:

Apply risk management techniques to a hypothetical portfolio.

Questions:

Given a sample stock portfolio, identify potential risks and propose risk management strategies to mitigate them.
Explain how diversification and dollar-cost averaging can help manage risk in your personal investment strategy.
Hint: Use the provided examples and strategies from the chapter.

割り当て情報:

In this assignment, you will apply risk management techniques to a hypothetical stock portfolio. You will identify potential risks and propose strategies to mitigate them. Additionally, you will explain how diversification and dollar-cost averaging can help manage risk in your personal investment strategy.

Scenario:

You have been given a sample stock portfolio consisting of five stocks from different sectors. Your task is to identify potential risks associated with this portfolio and propose risk management strategies to mitigate them.

Sample Stock Portfolio:

Stock Name	Sector	Investment Amount	ベータ
XYZ Tech	テクノロジー	$10,000	1.5
ABC Health	健康管理	$15,000	0.8
DEF Utility	ユーティリティ	$5,000	0.6
GHI Retail	生活必需品	$8,000	0.9
JKL Finance	財務	$12,000	1.2

Questions Set 1: Q1A, Q1B, Q1C

質問1A:

Identify the potential risks associated with each stock in the sample portfolio and their respective sectors.

質問1B:

Propose specific risk management strategies to mitigate the identified risks for each stock.

質問1C:

Explain how diversification within this portfolio helps manage risk.

Questions Set 2: Q2A, Q2B

質問2A:

Explain how diversification and dollar-cost averaging can help manage risk in your personal investment strategy.

質問2B:

Provide a detailed example of how you would implement dollar-cost averaging in building your personal investment portfolio.

閉会の辞:

Congratulations on completing the assignment! By applying risk management techniques such as diversification and dollar-cost averaging, you have learned how to effectively manage risk in your investment portfolio. Continue to apply these principles to build a robust and balanced investment strategy.

重要なポイント/ヒント:

多様化: Spread investments across multiple sectors and asset classes to reduce risk.
Dollar-Cost Averaging: Invest regularly to mitigate the impact of market volatility and reduce the average cost per share.
監視とレビュー: Regularly review and adjust your portfolio to stay aligned with your investment goals.
Stay Informed: Continuously educate yourself about risk management strategies and market trends.