Investment portfolio table showing investment name and current value
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PowerPoint presentation slides
Presenting this set of slides with name - Investment Portfolio Table Showing Investment Name And Current Value. This is a five stage process. The stages in this process are Investment Portfolio, Funding Portfolio, Expenditure Portfolio.
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Content of this Powerpoint Presentation
Description:
The image depicts a PowerPoint slide titled "Investment Portfolio Table Showing Investment...". It features a table designed to outline an investment portfolio, with columns for different attributes of investments:
1. Investment Name:
For listing the type of investment, such as "Saving account" and "Bank FD 1".
2. Current Value (Rs):
The present monetary worth of each investment, denoted in Indian Rupees (Rs).
3. % of Total Portfolio:
The percentage each investment represents of the total portfolio.
4. Expected Post Tax Return:
The anticipated return on each investment after taxes.
5. Weighted Average Return:
The average return across the portfolio, weighted by each investment's proportion of the total.
At the bottom of the table, a "TOTAL" row is displayed, summing the Current Value and the Weighted Average Return, indicating a total current value of "15,45,000" and a weighted average return of "7.77%".
Use Cases:
This slide would be useful in a variety of industries for financial planning and analysis purposes:
1. Banking:
Use: Detailing customer investment profiles.
Presenter: Financial Advisor
Audience: Clients, Investors
2. Financial Services:
Use: Portfolio management overview.
Presenter: Portfolio Manager
Audience: Investors, Financial Analysts
3. Education:
Use: Teaching financial literacy and investment strategies.
Presenter: Finance Educator
Audience: Students, Lifelong Learners
4. Corporate Finance:
Use: Managing corporate investment accounts.
Presenter: CFO or Finance Manager
Audience: Board Members, Shareholders
5. Insurance:
Use: Illustrating investment components of life insurance policies.
Presenter: Insurance Agent
Audience: Policyholders, Potential Clients
6. Real Estate:
Use: Showing portfolio diversification with real estate investments.
Presenter: Real Estate Investment Advisor
Audience: Real Estate Investors, Financial Planners
7. Government:
Use: Reporting on public investment funds.
Presenter: Public Financial Officer
Audience: Government Officials, Public Sector Stakeholder
Investment portfolio table showing investment name and current value with all 5 slides:
Exult in a fresh dawn with our Investment Portfolio Table Showing Investment Name And Current Value. Begin the day with new ideas.
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Much better than the original! Thanks for the quick turnaround.
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Nice and innovative design.
