Robinson Sentongo

Diligent and detail-oriented investment management and Financial Management student with a keen interest and desire to learn in matters concerning Financial Planning and Analysis. Undertaken a number of education programes as well as projects on this area and attained certifications from top instutions. With meticulous attention to detail and a motivation to continue learning new things about the financial industry, I have attained favorable skills in risk analysis, portfolio construction, strategic asset allocation , tactical asset allocation, performance messurement and forecasting to help clients achieve their long-term investment targets.

Financial Markets. Yale University

• Planning Your client's wealth over a 5-year Horizon, University of Geneva

In this project I had to choose 1 of 3 different characters(clients) each with a unique set of financial constraints and objectives. The character I chose was John Lam, a 54 year old commercial lawyer who owns his own business.

I had to know which assets to choose and how to manage them depending on changes in the economic outlook. John was a balanced investor as he was neither conservative nor overly aggressive in his approach. Basing on his risk ability, his SAA would be 43% in bonds, 47% in stocks and 10% in cash. I had to evaluate and deal with John's emotional biases .John had a tendency of investing in assets in his home country(Home bias), attaching much weight to recent information in the local press to choose his investments(recency bias) and selling winning positions early(disposition bias). I advised him to get out of his comfort zone and make extensive research about assets out of his home country and beyond those available in the local press.

I built an optimal portfolio with a good expected return and an acceptable level of risk(stdev) while adjusting the TAA with additional information of montlhy returns. Attention had to be paid to the downside risk, that is ,the value at risk(VaR) and ES. I had to adequately measure the performance of the portfolio using performance ratios like the Sharpe ratio, Sortino ratio and MAR ratio. All this was done with the help of Microsoft Excel formulas.

• Stock Valuation with comparable companies analysis -Coursera Project Network

In this project I worked with stock data pooled from Google Finance and financial data from Yahoo Finance to calculate the fair value per share for Tesla Inc. stock, through comparison with the stocks of GM, Ford, Toyota, Volkswagen, Daimler, BMW and Honda.
At the time, I found Tesla stock was overvalued compared to its peers.
Stock valuation with Comparable Companies analysis is one of the most popular valuation techniques used by equity analysts, investment bankers, private equity professionals and hedge fund managers through out the world.

Portfolio Optimization using Markowitz Model - Coursera Project Network

The aim of the project was to optimize a two asset portfolio at the optimum risk-to-return with finding the maximum Sharpe ratio. To achieve this, I worked around Sharpe ratios of two given assets and found their efficient frontier and where the two assets intersect best by utilizing the Markowitz model. I used Microsoft Excel to find the expected returns, standard deviations and Sharpe ratios of the various combinations of the two assets as well as to graph the Markowitz model that shows the efficient frontier of the assets.

I was then able to find the most appropriate combination of the 2 assets that yields the highest possible expected return at the desired level of risk.

Mrs Agnes Senkubuge

Multibulk Forwarders Ltd

0772426846

Mr Joseph Kamukama

Multibulk Forwarders Ltd

0782453679

Mr Julius Kato

J. Samuel Richards and Associates

0786911563