Reference no: EM131301031
Assignment
You have been given a client whose "conventional" investor profile matches your own. In your StockTrak account you have access to $1,000,000. Half of this amount or $500,000 represents the client's portfolio. As a start choose 8-12 mutual funds that will match the Broad and Narrow asset allocations you defined from your Investor Questionnaire.
Your selection of mutual funds should match the broad and narrow asset allocation from the investor questionnaire. In order to do that, take the following steps:
1. Calculate approximate percentages and dollar amounts you will invest in the broad category of stocks/bonds/cash. 100% = $500,000
2. Calculate approximate percentages and dollar amounts you will invest in the subcategories listed in the sample asset allocation table from the questionnaire. (i.e. large equities, high yield bonds...) Again, 100% = $500,000
Your selection of mutual funds should also demonstrate an understanding of the risk return criteria select and purchase the first 8 to 12 mutual funds.
Use the Morningstar database (Fund screener) to choose funds.
To get into the Morningstar go and search rivier.edu then on the right hand side on top you will see library/ERCclick that and then you will see ResearchDatabase/Journal on left hand side click that and you will see bunch of subject click on Business and Economic and then you will see Morningstar Investment Research centerclick that and they will ask for 9 digit number type this number 000036086 and then you should be able to look for the mutual funds.
When you have selected the fund from the fund screener,
Create an excel file to track the mutual funds you purchased on Stock-Trak.
Include your client's initial position in the fund. The client's initial position in the fund is the initial purchase amount of each fund on StockTrak.
Identify which asset (broad and narrow) category the fund matches.
Identify each Benchmark you will use to evaluate each fund's performance.
Include in the excel sheet or in a separate word document a brief explanation of the decision process for each fund selection. That is, what criteria did you use to select each mutual fund for your initial purchases?
|
Calculate roe and roa and net interest margin
: What strengths and weaknesses are you able to detect in Happy Merchants' performance?- Calculate ROE, ROA, Net interest margin, Earnings per share and Net noninterest margin.
|
|
How does this sale affect gdp
: Phil owns an old set of golf clubs that he purchased for $1,000 seven years ago. He decides to post them on Craigslist and quickly sells the clubs for $250. How does this sale affect GDP?
|
|
Show three years of future financial projections for revenue
: Show three years of future financial projections for revenue, expenses, calculated profit, and calculated profit margins. Show calculation formulas in cells where appropriate rather than "inputting" numbers.
|
|
Discuss international strategy
: Write a 1,050-word report on the company you selected in Week 3, following up on the Individual Assignment of Week 3 (Environmental Scanning), and address the following:
|
|
When you have selected the fund from the fund screener
: Identify each Benchmark you will use to evaluate each fund's performance. When you have selected the fund from the fund screener. Identify which asset (broad and narrow) category the fund matches.
|
|
Write about who is a celebrity- political person
: write about who is a celebrity, political person or anyone else in the spotlight. The person you choose must have a mental health disorder. You can use the Internet first to find a person that fits the above description if you do not already know ..
|
|
Explain the relationship between output and income
: A friend of yours is reading a financial blog and comes to you for some advice about GDP. She wants to know what "real" GDP is. How would you explain the concept to her?
|
|
Evolution of internet and web applications
: Using what you've learned about the evolution of the Internet and Web Applications, read the article, "E-health and Web 2.0: The doctor will see tweet you now" and answer the following the questions:
|
|
Complete given table by placing an x in the name of company
: Complete the table below by placing an "X" in the "Name of Company..." column if you found the data and an "M" if you were unable to find it in the respective data sources.
|