Produce a portfolio report

Assignment Help Portfolio Management

Reference no: EM132993985

Stock Portfolio Assignment

You have $100,000

You will invest in the Capital Market

Submit an Excel Spread Sheet showing your initial portfolio - late submissions will be penalized!

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).

Submit updated portfolios on the specified dates .

• 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?

Your final submission should show performance and benchmarking.

Reference no: EM132993985

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