FIN 640 Milestone III: Portfolio Performance Analysis

First, review your completed Portfolio Analysis Template to access the financial data you gathered for the securities in your investment portfolio. Forecast each company’s future revenues and earnings growth. Then analyze the risk and return trade-off for these investments.
Pepsi, Caterpillar, Target, Starbucks, and Apple

In a 2- to 3-page paper, complete your portfolio by comparing the risk and return trade-off of the investments. Start your executive summary by explaining how these investments will help the company improve its absolute and relative investment performance. Assess the investment performance using specific performance measurements.

Specifically, you must address the following critical elements:

Portfolio: With your company and market analysis in mind, construct a complete portfolio that includes the following:
Compare the risk and return trade-off on the investments. Keep in mind the rates of return for shareholders on the proposed investment portfolio.
Executive Summary: Justify your investment strategies in a summary, utilizing your company and market analysis and portfolio for support. Include the following in your justification:
Describe how making these investments will position the company within its industry in the market. Support with examples.
Assess investment performance utilizing specific performance measurements.