Posted: June 4th, 2014

PORTFOLIO PROJECT

PORTFOLIO PROJECT
Project instructions:
PORTFOLIO PROJECT GUIDELINES:

Read up about the different styles of equity portfolio possible. From the 9 available choices in the style analysis grid (chapter 16, page 575, exhibit 16.20), choose the type of equity portfolio that you wish to manage ? for example small cap growth or large cap growth.
After having decided the portfolio style (mine will be risk averse), pick between 8-10 stocks that fit the profile for inclusion in the portfolio. Given that the portfolio has $1 million to be invested, each stock pick should have between $100,000 to $125,000 invested in it. Maintain a simple spreadsheet of price bought, # of stocks bought and current price and profit/loss to date. Week 1 demonstration of Microsoft Excel Statistical capabilities may be of use.
You may choose to use either fundamental analysis or technical analysis to make your picks. Use of both techniques is permissible ? such that some stocks may be chosen via financial ratio analysis while others are picked via moving averages.

Defend their selection as well as describe how the stocks invested in meet the style analysis grid requirements.
Portfolio Project Report

?You should have allocated your $1 million to buy stocks in the style chosen by you in Week 1. For each stock added to your portfolio, type up a report stating the following:

1.How does it meet your style criteria?
2.Why did you choose it (fundamental analysis indicators and/or technical analysis indicators)?
3.How much will it appreciate (in your opinion, based on # 2) over the next three to five years?

NOTE TO WRITER:
Please choose 8-10 stocks that are risk averse meaning ones that have the lowest amount of risk. Nothing like natural gas, gold or silver, but more like Apple, GM, Facebook, etc. I have not allocated anything, so please take $1million and divide it between the 8-10 stocks chosen. I really don?t care how much is with what stock, just as long as it equals up to a million and there are at ?least? 8 stocks. Be sure to include the stock symbols for each stock chosen. Remember the questions above will have to be answered for each stock chosen. Please let me know if you have any questions.
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