How you would invest your own money

Assignment Help Portfolio Management

Reference no: EM133078222

Question: Canadian stock

Shares of royal bank

You have $100,000

You will invest in the Capital Market

Submit an Excel Spread Sheet showing your initial portfolio

Include at a minimum: investment name, symbol, price per share, number of shares, total $ value, dividends, bond price, coupon, yield, percentage changes over time ... any measures you deem important to communicate the value of your Portfolio. Presentation is critical

Strive for clarity. Produce a Portfolio Report that you would expect to receive from an Investment Advisor. Present your material in a positive, favourable fashion.

Include notes explaining why you made the choices that you did (your understanding of the economy and how you would invest your own money or that of an imaginary client).

With each update describe the changes you made and explain why you made the changes; update prices and total portfolio value; show percentage changes.

How well are you doing? Would a benchmark help illustrate your results?

Performance and benchmarking

Reference no: EM133078222

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