Posted: September 17th, 2017

securities

securities

** Information must be taken only from Yahoo Finance. Also for each security’s information provide the links in a separate page from Yahoo finance so I can refer to it when I need to. **

Please read question carefully
Prepare a Word file containing the following items
•    Securities selected by your team : symbols, names of the mutual funds/stocks/ETFs, characteristics of the security (in case of funds or ETF describe the securities that were included in the ETF or fund), price per unit, quantity to be purchased, total amount to be purchased, percentage of the security and asset class compared to the total portfolio.
$100,000 is the Portfolio

MTF (20%)

PSPFX    FSENX    FSNGX    FNARX    VGENX    BACAX    PGEAX    OEPIX
1%    4%    4%    5%    2%    1%    1%    2%

US Global Investors Global Res (PSPFX)
1%

Fidelity Select Energy Portfolio (FSENX)
4%

Fidelity Select Natural Gas Portfolio (FSNGX)
4%

Fidelity Select Natural Resources Port (FNARX)
5%

Vanguard Energy Inv (VGENX)
2%

BlackRock All-Cap Engy & Res Investor A (BACAX)
1%

Putnam Global Energy A (PGEAX)
1%
ProFunds Oil Equipment Svc & Dist Inv (OEPIX)
2%

FXH         VHT    XLV    IYH    IXJ    IRY    IHI    IHF
ETFs( 60% )
11%    15%    11%    15%    2%    2%            2%            2%

First Trust Health Care AlphaDEX ETF (FXH)
11%
Vanguard Health Care ETF (VHT)
15%
Health Care Select Sector SPDR ETF (XLV)
11%
iShares US Healthcare (IYH)
15%
Shares Global Healthcare (IXJ)
2%
SPDR S&P International HealthC Sect ETF (IRY)
2%
iShares US Medical Devices (IHI)
2%
iShares US Healthcare Providers (IHF)
2
Stocks (20%)

General Cable Corporation (BGC)
1%

SunPower Corporation (SPWR)
1%

BGC    SPWR    BEP    STPFQ     CSCO    BA
1%    1%    1%    1%    6%    10%
Brookfield Renewable Energy Partners LP (BEP)
1%

Suntech Power Holdings Co. Ltd. (STPFQ)
1%

Cisco Systems, Inc. (CSCO)
6%

The Boeing Company (BA)
10%

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