Select Page

Your initial investment stake will be $50,000 (the portfolio should use at least

by | Jan 12, 2022 | Finance | 0 comments

GET HELP WITH YOUR ESSAY

If you need assistance with writing your essay, our professional Essay Writing Service is here to help!

DISCOUNT CODE FIRST25

ORDER THIS OR A SIMILAR PAPER NOW

Your initial investment stake will be $50,000 (the portfolio should use at least 95% of the initial investment amount, but do not use more than $50,000). You may purchase stocks (common or preferred stock), bonds, corporate or U.S. Treasury bonds, mutual funds, futures contracts, or options. You will use the closing prices from December 7 2021 to determine the price of each issue. Only whole lots of any issues may be acquired: that is no less than 100 shares of common or preferred stock with a maximum dollar purchase amount of $10,000, no less than five corporate bonds and U.S Treasury bonds with a maximum value of $10,000 (par or face value $1000). For mutual funds, your maximum amount of dollar investment is $20,000. Your options, future contracts, and any other related investment instrument cannot exceed $10,000. Take into consideration that transaction costs are a flat 6% of the gross purchase.
For the Assignment,
Create a model portfolio of investments, which may include stocks, bonds, mutual funds, options, and futures contracts. Include the following:
Introduction
-Describe the risk preferences of your investment strategy.
-Assess your investment alternatives available to individual investors as they relate to professional investors.
–Investment alternatives should be stated in term of both risk and return.
Body
-Summarize the various investment securities and techniques you identified in the assignments in Week 1 through Week 4. —–Explain the impact of market factors that influence them. In your portfolio, you should include your company profiles or fact sheets, your finance analysis, the financial news on your companies, your performance charts, and a securities descriiption.
-Calculate an annualized return on the portfolio (December 7 2021 to January 24 2022).
-Compute the capital asset pricing model (CAPM) return on equity for your selected companies’ common stock, and compare it to the current return on equity; discuss if the CAPM return on equity is more or less than the current return on equity provided by a financial analyst.
-Summarize the risks of your portfolio. Determine which areas you would rebalance in your portfolio and discuss why.
-Summarize the performance and return of your portfolio.
Conclusion
-Discuss the lessons you have learned from BUS405: Principles of Investments.
-If you had more time to manage your portfolio, what additional changes would you make?

DISCOUNT CODE FIRST25

ORDER THIS OR A SIMILAR PAPER NOW

Writers for any paper

We have 500+ professional essay writers on our team. These are experts who work in colleges and universities .Eliteacademicessays.com is one of the most versatile essay writing services in the industry. You’ll get an MA or PhD essay writer from the subject area you choose. You can order a paper on any topic from us!

High Quality

We stand behind the quality of our services every time, no matter the subject or difficulty.

 

24/7 Support

We’re always there for you, working nonstop to help you in your hour of academic need.

Timely Delivery

Time is the most important thing these days and we understand that you turned to us to save yours.

 

Original Content

Every word you read in the paper we’ve written is original, every thought is unique.

 

Free Revision

Not only do we write quality academic works, we also offer absolutely free revisions so that you can correct anything you need.

100% Anonymous

We’re always there for you, working nonstop to help you in your hour of academic need.

Easy As 1…2…3…

1. Place Order/Submit Instructions
Submit the instructions in the order form. Add the number of the pages, the deadline, and attach any additional files.

2.Make Payments
Securely complete the payment process.

3. Writer Upload Solution for Quality Check

We will assign your work a writer, sit back and relax. The Quality Control department will check and verify completion to set standards.

4. Download Paper and Enjoy
Now download the uploaded solution and enjoy your life.

Confidentiality

We encrypt everything. It’s all confidential.

Secure Payment

Sleep tight: each transaction is encrypted and 100% secure.

Ready to get started?

%d bloggers like this: