***The companies have already been selected Abstract or executive summary is needed Students will construct three, investment portfolios during week For each portfolio, write an explanation of your go

***The companies have already been selected
Abstract or executive summary is needed
Students will construct three, investment portfolios during week
For each portfolio, write an explanation of your goal and a quick Investment Policy Statement. “The active portfolio is for an aggressive investor who aims to beat the S&P 500 by 7%” or “The Passive portfolio is for a long term conservative investor who would like to earn income of 3% per year over the CPI.”
Part I
State the objectives for the construction and management of
of the three (3) portfolios.
1. This includes your policy statement (why were certain stocks purchased), strategy, asset allocation, and industry analysis.
2. Implementation and application of specific and well-articulated portfolio management strategies; portfolio design, security selection criterion, initial and final Portfolio value.
3. Show time series record including, price, value, cash, return, cumulative wealth, and profit and loss table with discussion.
***On Friday at the closing, sell all securities. Record the ending prices.
Part II: 3-Portfolio Case Evaluation and Assessment
Data analysis and Critical Thinking for each of the three (3) portfolios
1. Compare P1 to P2 to P3. Which portfolio made the most profit or had the greatest losses?
2. Complete the following analyses of P1, P2, and P3.
A. Return of investment
B. Expected rate of return
C. Variance
D. Standard deviation
E. Risk return analysis
3. Compare the returns (or losses) of P1, P2 and P3 to:
A. The S & P 500
B. Dow Jones Industrial Averages
C. Russell 2000.
4. Use the Sharpe and Traynor formulas to evaluate P1, P2, and P3
Part III: Quantitative Analysis and Critical Thinking –
Summarization
1. Accurate computation of statistics, use of quantitative methods, utilizing professional analyses and critical thinking; when comparing and contrasting the 3-portfolios.
A. Active versus passive portfolio management
B. Strategic versus tactical asset allocation
C. Observations of the 3-Portfolio Case Study







Calculate Your Essay Price
(550 words)

Approximate price: $22

Calculate the price of your order

550 words
We'll send you the first draft for approval by September 11, 2018 at 10:52 AM
Total price:
$26
The price is based on these factors:
Academic level
Number of pages
Urgency
Basic features
  • Free title page and bibliography
  • Unlimited revisions
  • Plagiarism-free guarantee
  • Money-back guarantee
  • 24/7 support
On-demand options
  • Writer’s samples
  • Part-by-part delivery
  • Overnight delivery
  • Copies of used sources
  • Expert Proofreading
Paper format
  • 275 words per page
  • 12 pt Arial/Times New Roman
  • Double line spacing
  • Any citation style (APA, MLA, Chicago/Turabian, Harvard)

Our guarantees

Delivering a high-quality product at a reasonable price is not enough anymore.
That’s why we have developed 5 beneficial guarantees that will make your experience with our service enjoyable, easy, and safe.

Money-back guarantee

You have to be 100% sure of the quality of your product to give a money-back guarantee. This describes us perfectly. Make sure that this guarantee is totally transparent.

Read more

Zero-plagiarism guarantee

Each paper is composed from scratch, according to your instructions. It is then checked by our plagiarism-detection software. There is no gap where plagiarism could squeeze in.

Read more

Free-revision policy

Thanks to our free revisions, there is no way for you to be unsatisfied. We will work on your paper until you are completely happy with the result.

Read more

Privacy policy

Your email is safe, as we store it according to international data protection rules. Your bank details are secure, as we use only reliable payment systems.

Read more

Fair-cooperation guarantee

By sending us your money, you buy the service we provide. Check out our terms and conditions if you prefer business talks to be laid out in official language.

Read more

Order your essay today and save 10% with the coupon code: best10