You will be developing a simple portfolio that will be used

Assignment Help Finance Basics

Reference no: EM13388290

You will be developing a simple portfolio that will be used for analysis over the following five weeks. This will also be used in your in depth analysis of the entire portfolio for the Week Six Final Paper. You are given $10,000 to allocate to a portfolio. You must allocate 100% of your portfolio to the following securities:

    100 shares of a publically traded company
    1 corporate bond
    1 mutual fund that reflects your investment style
    100 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 CD and “invest” the funds into it.

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. Summarize your findings in a two- to three-page paper (excluding the title page and references page). Your paper must be formatted according to APA style as outlined in the Ashford Writing Center, and it must include at least two scholarly sources (in addition to the text).

Reference no: EM13388290

Questions Cloud

Your company has an opportunity to invest in a project : your company has an opportunity to invest in a project that is expected to result in after-tax cash flows of 18500 the

Explain why projects and project management are important : 1 why projects and project management are important. how have you seen projects used in your personal life? did the

Identify a business research project in your own business : resources the university library or the electronic reserve readingsidentify a business research project in your own

Write difference in the equivalent uniform annual cost euac : machine a waspurchasedthreeyearsago for 10000 and had an estimated market valueof 1200 at the end ofits 10-year life.

You will be developing a simple portfolio that will be used : you will be developing a simple portfolio that will be used for analysis over the following five weeks. this will also

You are interested in creating a competitive advantage for : imagine that you are the chief operations officer coo of amazon.com. you are interested in creating a competitive

Galveston shipyards is considering the replacement of an 8 : galveston shipyards is considering the replacement of an 8 year old riveting machine with a new one that will increase

If you want to receive the 65 inflation-freereturn on the : if you want to receive a 6.5 inflation-freereturn on your investment and you expect inflation to be 5 per year what

Do you believe it would be more important to compare : do you believe it would be more important to compare financials across competitors or over time? explain your choice

User Account

All Pages