Description of your mutual funds

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Reference no: EM132854907

Portfolio Research Paper

This is just a guideline to topics that could be part of your financial analysis.

Minimum discussion of topics should be ten to twelve pages in length. The paper should be APA format. This should include table of contents, introduction, topic development, conclusions, and references.

Topic Content

Mutual Funds/ETF
• Profitability (increase or decrease) of your funds, based on a $100,000 start-up fee.
• Top 10 holdings in your funds.
• Is it RRSP eligible/Start up amounts.
• Description of your mutual funds (fund sector)/Classification.
Ex: Equity, Dividend, Specialty fund, etc.
• Rating/ Expert Opinion
• Past Returns
• Fund Objective
• Management Fees
• Risk/reward of your investment/Volatility
• Week tracking (Graph of each investment security)

Stocks/Bonds
• Profitability based on original investment.
• Risk/Beta/Reward of your Investment
• Company History
• Classification
• Dividends
• What is the company core business?
• Company News/Impact on Stock Price.
• Relevant Ratios.
• Week tracking (Graph of each investment security)

The goal of your paper should be on the risk/reward factors of your choices. What factors would you consider, how would you research if you were really purchasing securities.

The conclusion of your paper should also look at other investing alternatives, what would you invest future resources in - how would you spend a $100,000 if you had it.

Attachment:- Portfolio Research Paper.rar

Reference no: EM132854907

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