Background: Chapter 7 (Week #4) provided an introduction to valuation of stocks.
Background: Chapter 7 (Week #4) provided an introduction to valuation of stocks.This week considered the risk and returns in financial markets.This assignment provides students with the opportunity of creating a stock portfolio. Risk and reward analysis of this portfolio will be conducted using historical prices. (CLO #2, CLO #5).
Directions:Today is July 26th, 2021 and you started a new job with a financial planning company.You have been asked to present the risk/reward profile of your own recommended 5 stock portfolio for the following clients at an upcoming meeting. Specifically, they would like you to present the monthly average returns and standard deviation for the last 5 years. Given you are a new employee, the firm has offered you the option to select the client you would like to present your suggested portfolio.
- George and Mary Bell:The Bell’s are looking to retire in five years.They are on track given their savings, but would like you to invest in a portfolio of “conservative” stocks.This might include stocks paying dividends as it will allow them to receive income. They would like to see below average to average returns without a lot of risk.
- Use all of these (at least most of them) in recommendation:
- Walmart (WMT)
- Treasury Bonds
- Apple (AAPL)
- Microsoft (MSF)
- Deliverable: Write a 1-2 page paper with: ● Introduction: Identify the client, their interests, and what portfolio you selected. ● Body/Analysis: Compare and contrast the investments from a risk / reward perspective over the last five years. What do you notice about the average of the volatilities with the individual stocks compared to the volatility of the equally weighted portfolio? What is the advantage of owning the portfolio? ● Conclusion: Summarize the findings from your portfolio analysis. Provide any insight about future investment.
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