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Create a well-diversified investment portfolio

Assignment Help Portfolio Management
Reference no: EM131467093

For this project, you will submit the company profile for the companies below. Using an investment parameter along with your own financial database research, you need to fill in the portfolio analysis template and write a 3-page paper outlining the securities that you will invest in to create a well-diversified investment portfolio. (FYI - all other years contains formulas to forecast the remaining on the years)

You will analyze each company and its performance in the financial markets over the past five years, include a company valuation for each firm, and identify stakeholders in the company.

Prompt: First, visit Morningstar to retrieve stock and bond information for each of the following companies:
- Apple, Inc. (AAPL)
- Caterpillar (CAT)
- Consolidated Edison (ED)
- Northern Trust (NTRS)
- Macy's (M)

Next, using the portfolio analysis template, provide the specified data to explain the company's growth period (revenues, earnings market share, etc.).

Finally, in a 2- to 3-page paper, discuss the five-year history of each company by visiting the respective websites and databases covering the firm and industry. The paper should briefly discuss the products and services produced by each company that were major contributors to the company's success. It should also discuss each company's strengths given the competitive nature of the industry. Based on the financial items and key ratios of the company that you have researched, include a brief discussion of the company's valuation. (FYI: The Key Ratios on the Morningstar website list competition and industry ratios and could be downloaded directly into Excel for easier comparison.) You should also identify the key stakeholders, particularly common stakeholders, in each company.

Please site all sources accordingly and ensure you show under the reference page. Also, please include all of the Financial Information used as an appendix to the paper.

Attachment:- Portfolio analysis template.xlsx

Verified Expert

In the given solution first the excel template is completed for the companies - Apple Inc., Caterpillar, Consolidated Edison, Northern Trust and Macy's. In the excel the ratios and financial statements are there and in attached word file an analysis of the statements and ratios have been done with a brief intro for the companies.

Reference no: EM131467093

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Reviews

inf1467093

5/10/2017 5:38:44 AM

Thank you! Please thank the writer for the updates provided. I got best paper this time, I dont know why i did not look your website before even my friend asked me to do use your site several times. No issues, i will use it now onwards.

inf1467093

5/10/2017 5:37:19 AM

Need to determine the intrinsic value of assets by inputting data into the various asset valuation models and explains how each model was applied. In regards to the stakeholders, you need to identifies five key stakeholders and their needs in relation to the company’s portfolio and identifies the common stockholders’ primary objective and their required return on equity. As you can see per the paper it states "Based on the financial items and the key ratios of the company computed in the attached excel sheet" Which ones? This sentence is repeated several times! There has not been any evaluation of history etc... The information provided below is basically spelling out everything, since they are obviously not sure how to due a valuation of a portfolio.

inf1467093

5/10/2017 5:32:26 AM

Spreadsheet is missing some information, Apple & Macy's is missing Industry averages, NTRS is missing most of the rations under the bond section. All information needs to be completed. Word document: This is a stock portfolio and you should write as a investment manager. The template gives you data to explain/write about the company's growth during this period.Is missing the following: Analysis of the past 5 years of the domestic economy relative to the financial market.You need to Explain specific market performance data based on compiled asset valuation model inputs supported by database research of five-year sector and industry performance and current trends.Need to evaluate the impact of the five-year and current macroeconomic data on asset prices, you need to analyzes the company’s financial items and key ratios in order to demonstrate a comparison to peers and industry.

len1467093

4/19/2017 2:04:40 AM

Please complete the excel file first (All tabs) to analyse the data and complete the assignment. The details of this assignment is included on the word document.Please site all sources accordingly and ensure you show under the reference page. Also, please include all of the Financial Information used as an appendix to the paper.

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