Create a well-diversified portfolio of stocks

Assignment Help Finance Basics
Reference no: EM133115150

You have recently inherited $150,000 CDN from your aunt and you have decided to invest the entire amount in a variety of stocks and you track your portfolio using Google Finance.

Part 1

1. Create a well-diversified portfolio of stocks that you expect will generate income, from either dividends or capital appreciation. Your entire portfolio must consist of at least 6, but no more than 10 different stocks and be valued at or near $150,000.

2. Create an account on Google Finance and generate a list of your entire portfolio. The purchase price of your stock will be the current price quote on Google Finance.

3. Upload to the Investment Assignment - Part 1 assignment folder: a spreadsheet consisting of: stock symbols, stock names, number of shares purchased, purchase price per share, and total purchase price. Remember: your portfolio must be valued at or near $150,000.

4. Include in your spreadsheet a screenshot of your Google Finance tracking list.

Reference no: EM133115150

Questions Cloud

Building customer relationships through effective marketing : Explain the major components of a marketing strategy that a company might use to attract customers?
Importance of the investment policy statement : a) Explain the importance of the investment policy statement (IPS) to investors and portfolio manager.
What will the price be in 2 years : You hold a 6 year bond with a coupon of 5% and a price of 92.56%. In two years' time the discount rate applied to the bond is 5.75%.
CT075-3-M Project Planning and Scheduling Assignment : CT075-3-M Project Planning and Scheduling Assignment Help and Solution, Asia Pacific University - Assessment Writing Service
Create a well-diversified portfolio of stocks : You have recently inherited $150,000 CDN from your aunt and you have decided to invest the entire amount in a variety of stocks and you track your portfolio usi
Future professional or academic endeavors : Discuss how the concepts and material presented in this course can be used in your future professional or academic endeavors.
Calculate the return on common equity : The earnings for 2012 were £207,000. Calculate the Return on Common Equity (ROCE) using average book values
Gender differences in financial risk tolerance : Evaluate, analyze, and critically review the selected article. "Gender differences in financial risk tolerance" and the question is to analyze the article by:
Prepare entries for issuance of bonds : Prepare entries for issuance of bonds, and payment and accrual of bond interest. Instructions Prepare journal entries to record the following

Reviews

Write a Review

Finance Basics Questions & Answers

  Compute the initial portfolio delta

A financial institution has the following portfolio of over-the-counter options on IBM:

  How much of an annual retirement benefit should yusef expect

Yusef has a defined benefit retirement plan with his company. He has worked for the company for 35 years, but he is ready to retire.

  A firm has net income of 100 dividends of 35 assets of

a firm has net income of 100 dividends of 35 assets of 4000 and a debt equity ratio of 4.0. what is the sustainable

  Integrated logistics management

What is meant by the term "integrated logistics management" from either a military or commercial point of view?

  Determine which plan is less costly

Boatler Used Cadillac Co. requires $810,000 in financing over the next two years. The firm can borrow the funds for two years at 7 percent interest per year.

  Journalize the purchase of the patent

Accounting for an intangible asset On March 1, 2016, Twist Company purchased a patent for $168,000 cash. Although the patent gives legal protection.

  Why would an analysts add back stock expenses

Why would an analysts add back stock expenses to get to free cash flows?

  Finance question-defining terms

Illustrate out the following terms and describe how they affect one another. More specifically, for what purposes are they employed and how do they relate to one another: efficient portfolio, individual investor, short selling, Sharpe ratio, beta ..

  Identify a comparable rented space

Based on the price of the home, determine how much it would cost you on a monthly basis to purchase that home. Your payment will consist of Principal, Interest.

  Explain the 4 ways the federal reserve

Explain the 4 ways the Federal Reserve would increase the money Supply and explain and graph how this would impact

  How much should meowth inc pay at the end

How much should Meowth Inc. pay at the end of the 4-month period?

  How should the loan rates be increased

How should the loan rates be increased to maintain the 2 percent spread if the bank intends to hedge its exposure using the forward rates?

Free Assignment Quote

Assured A++ Grade

Get guaranteed satisfaction & time on delivery in every assignment order you paid with us! We ensure premium quality solution document along with free turntin report!

All rights reserved! Copyrights ©2019-2020 ExpertsMind IT Educational Pvt Ltd