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Analyze the assets historical risk and rates of return

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Reference no: EM131478533

Referring to the microeconomic and quantitative data that you have gathered and analyzed, 3-page paper, first briefly discuss each company's stocks and bonds (both corporate and government) for absolute and relative investment performance with regard to industry trends.

Next, with your company and market analysis in mind, begin to construct an investment portfolio that includes a consideration of assets, securities, and rates of return for each of the companies that you will be including in the portfolio.

Your Investment Portfolio consists of the following companies:
Apple, Inc. (AAPL)
Caterpillar (CAT)
Consolidated Edison (ED)
Northern Trust (NTRS)
Macy's (M)

The paper needs to address the following elements. (This is not a question and answer paper).

I. Company and Market Analysis: In this section, you will analyze the company and its position in the financial markets.

a. Industry Trends: Compile historic industry microeconomic data from database research for relative comparisons and inputs into asset valuation models.

b. Analyze quantitative data across sectors and industries to measure absolute and relative performance.

II. Portfolio: With your company and market analysis in mind, construct a complete portfolio that includes the following:

a. Assets

i. Explain the inclusion of specific asset classes for the portfolio, considering the portfolio's risk/return trade-offs and the company's investment objectives.

ii. Apply the asset allocation weightings across asset classes, sectors, and industries.

b. Securities

i. Analyze the company's historical revenue and earnings growth in order to demonstrate a comparison to that of peers in the industry.

ii. Determine the intrinsicvalue of assets utilizing the asset valuation models.

c. Rates of Return

i. Analyze the assets' historical risk and rates of return, utilizing a comparison of the assets' rates of return to similar securities or benchmarks for support.

ii. Calculate required rates of return, utilizing various asset valuation models (e.g., stock valuation models, bond valuation models, real estate valuation models, etc

Verified Expert

"For the solution 5 company's have been selected Apple Inc., Caterpillar, Consolidated Edison, Northern Trust, and Macy's. For the company's selected the market has been analyzed and the excel provides the portfolio so constructed using the assets. the same has been prepared using the historical rates and returns. "

Reference no: EM131478533

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Reviews

inf1478533

5/17/2017 6:01:43 AM

I am blown away. You are totally amazing! The paper is professionally prepared and finished within the given time or even early. Much obliged to you to such an extent. Your work unquestionably surpasses my desires. Much appreciated once more.

inf1478533

5/17/2017 6:01:18 AM

There has to be written explaining each one of these. Keep in mind that this is only 3 pages, therefore you need to make sure you go straight to the point for each section. You can shorten the company and market analysis and combined it into on big picture. You will then address the industry trends and talk about the historic industry microeconomic data from database research for relative comparisons and inputs into asset valuation models and write about your analyze on the quantitative data across sectors and industries to measure absolute and relative performance The excel provided is the same excel that was provided with the a different assignment that was paid for, which is fine and includes some other calculations. However, the directions clearly states what the writer needs to write about. Hello, I just want to follow up to make sure writer is working on this and that I should have it by the deadline requested? Tomorrow?

len1478533

4/29/2017 5:17:07 AM

This is a Master's Level Paper, it requires analysis of the stock for 5 companies. See directions attached on what you need to write. Please make sure references are included and make sure to have in-text references as well for all references listed. This will need to include a spreadsheet with some basic financial analysis and calculations. This is described. Make sure tables use for references is place in paper as an appendix, so numbers that are mentioned have a reference. Be direct and ensure ALL of the required questions are covered.

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