Develop the ability to perform investment calculations

Reference no: EM133739970

The purpose of this graded project is to give you the opportunity to use the skills you've learned throughout this course in a series of real-world applications. The three parts of this project require you to analyze portfolios containing a number of securities using a variety of analysis tools. The skills you'll demonstrate in this graded project are essential to becoming a successful financial manager.

Record your answers in a Word document with the question numbers clearly labeled. Show your calculations or calculator inputs when indicated for full credit. Perform all work using equations and a calculator. Do not submit or use an Excel spreadsheet to calculate your answers.

Develop the ability to perform investment calculations and analysis related to this course

Your project must be submitted as a Word document (.docx, .doc)

Part 1: Sector Performance
Investment managers strive to outperform both the sector they focus on and broad market indexes such as the S&P 500. The performance of a portfolio is determined by both the weightings given to different types of investments as well as the actual performance of these investments. In addition, the level of risk an investor is willing to take on will impact the design of a portfolio.

To answer the questions in Part 1, you'll use the information provided about the portfolio in the table below. The portfolio is broken out by sectors and shows the investor's portfolio's weighting and performance and the S&P 500's weighting and performance in each sector. The final column shows the individual investments' overall contributions to the portfolio. Note that an investment can underperform the S&P and still have a positive contribution to the portfolio based on the difference in weighting.

Reference no: EM133739970

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