Develop a table in excel that can be used to track the value

Reference no: EM13809457

You will be developing a simple portfolio that will be used for analysis over the following five weeks. You are given $10,000 to allocate to a portfolio. You must allocate 100% of your portfolio to the following securities:

One hundred shares of a publicly traded company;
One corporate bond;
One mutual fund that reflects your investment style;
One hundred puts or calls of one option of your choosing (just make sure it is at least 6 months out);
With any leftover cash, find a 6-month certificate of deposit (CD) and "invest" the funds into it.

This assignment contains two parts

Develop a table in Excel that can be used to track the value of these securities.
Describe your objective(s) for this portfolio and why you chose the securities you did for your portfolio.

Reference no: EM13809457

Questions Cloud

Explore an article the great forgetting by nicholas carr : Explore an article by Nicholas Carr, "The Great Forgetting," from a recent edition of The Atlantic. Carr argues that whereas a century ago, technology was being used to reduce the amount of human physical labor in performing tasks

What are the three elements of career motivation : What are the three elements of career motivation

General purposes of securities regulation : Why was the Securities and Exchange Commission created by Congress? What are the general purposes of securities regulation?

Leadership priorities and practice : Leadership Priorities and Practice

Develop a table in excel that can be used to track the value : You will be developing a simple portfolio that will be used for analysis over the following five weeks. You are given $10,000 to allocate to a portfolio. You must allocate 100% of your portfolio to the following securities: One hundred shares of a pu..

Strategy of limited diversification : How would you characterize the corporate strategies of these companies? Are they following a strategy of limited diversification, related diversification, or unrelated diversification?

Primary key identified for each relation : Review the Entity Relationship diagram and derive a relational schema using the rules and naming conventionsof the course text. A primary key identified for each relation

Write an essay draft about the space of the oviatt library : Write an essay draft about The Space of the Oviatt Library.

What discount rate should you use to discount glassmakers f : Glassmaker has pre-merger $5 in debt and $10 in equity. Rate on debt is 11%. The risk free rate is 6%. The tax rate is 40% . The levered beta is 1.36. The equity risk premium is 4%. What discount rate should you use to discount Glassmakers' free cash..

User Account

All Pages