Business Finance Homework Help
Business Finance Homework Help. Portfolio Project, Stocktrak
if you can do it i can give my stocktrak account so u can use it for this project. i need tales 5 pages.
Build a Portfolio Project and Fact Sheet:
Using the MSU StockTrack contest, create a diversified portfolio of stocks, bonds, and mutual
funds. Prepare a fact sheet for your portfolio which includes the analysis listed below. Use
charts, tables, graphs, and text to summarize and highlight your analysis.
Your analysis must include the following:
- (1) Industry/Sector Analysis: (30 pts)
- Select stocks from at least 10 different sectors (but, less than 20)
- Provide details on the outlook of each sector
-
Industry Summary must include asset name, symbol, and percentage
composition
- (2) Stock Index Value: (40 pts)
- Create a price-weighted index for the stocks selected
- Create a value-weighted index for the stocks selected
-
Stock Index Summary must include the stock price, market cap, # of shares for
each stock used in the index
- (3) Portfolio Diversification Strategy: (30 pts)
-
Discuss Asset Selection Approach
- Discuss fundamental Analysis used
- Discuss technical Analysis used
-
Discuss Asset Allocation Approach
- Investment Goals
- Risk Level/ Tolerance
- Summarize percentage of each asset class used
-
Discuss Asset Selection Approach
- (4) Return and Risk Stock Profile: (20 pts)
- Compute portfolio beta and discuss its meaning
- Compute portfolio Sharpe ratio and discuss its meaning
- (5) Portfolio Management: (10 pts)
- Discuss market orders used (must use some type of buy/sell market order)
- Discuss rationale for stock trades (buy/sell trades)
- Value-added (comparison of portfolio start value to end value).
Portfolio Fact Sheet Format and Content (20 pts): The factsheet should include the following
information. Use tables, charts, and graphs to highlight information. The factsheet should be 4
pages or less. The format and attractiveness of report is important. The following sections and
headings are required.
-
Objective, Investment Strategy, and Management Approach: Summarize your
management approach, investment strategy, and objective. -
Industry Summary: Provide an overview of the industry outlook; include the
stock symbol and its percentage composition in the portfolio -
Stock Index Summary: Compare and contrast indices created. For price-weighted
and value-weighted indices include stock price, market cap, and # of shares for
each stock in the portfolio.
-
Portfolio Diversification: Highlight your approach to creating a diversified
portfolio. Discuss why your portfolio matches your investment strategy and
objective. -
Risk and Return Profile: Discuss risk and return profile of portfolio as compared
to the overall market; list portfolio beta and Sharpe Ratio
e. Overall Factsheet Format:
-
Your name, the course name and section number, and the school term
listed - Appropriate use of tables, charts, and graphs to highlight information
- Page numbers used
- Proof and review for spelling errors, typos and grammatical errors
- Attractiveness and easy to understand format
-
Submit report via Blackboard before midnight on the assigned due date.
Late submissions will receive a zero.
Business Finance Homework Help
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