Portfolio analysis
Invest $100,000 of “funny” money in twenty different companies. In ten different industries:
1.Technology and communications
2.Biomedical
3.Transportation
4.Entertainment
5.Consumer goods
6.Apparel
7.Soft drinks
8.Communications
9.Phamaceuticals
10.Oil & gas
The minimum requirements for the Portfolio analysis:
1.Show your investments in twenty (20) well DIVERSIFIED investments.
2.Please indicate the industry or the specific section (i.e. gold, oil & gas, technology, entertainment, transportation, consumer goods, bio-technology, pharmaceuticals, etc.) that each investment represents.
3.The TOTAL Dollar amount of return (Profit/Loss.)
4.The percentage return.
5.Specify the holding period or duration of the investments in the portfolio
6.Show the percentage return calculated in the above item number 4 on an annualized basis.
7.State the top three (3) investments which had the BEST result based on the annualized return.
8.Write two (2) to three (3) lines explaining why your best selection outperformed the rest.
9.Specify which ones had the WORST results based on the annualized return.
10.Write two (2) to three (3) lines explaining why your WORST selection did so badly compared o the rest.
11.What did you learn from creating and tracking a portfolio?
12.Other comments and conclusions.
Submit your portfolio in Microsoft Excel as well as the Print Screen of the Online Portfolio.
The above calculation must be shown in Excel.
Please summarize your findings in a 4-6 page APA formatted paper and explain how this data analysis could benefit companies.
- Be sure to provide good examples using the textbook and the internet.