Determine the average return

Assignment Help Finance Basics
Reference no: EM1352643

Investment Portfolio Project: Relative Performance Analysis Paper for these five securities: PIMCO Total Return A (PTTAX), Citigroup (C), Lockheed Martin (LMT), Procter & Gamble (PG), United Parcel Service (UPS), Walt Disney (DIS).

Prepare a 1,050-1,750-word paper in which you address the following items:

a. Determine the five-year average return for each one of your selected securities
b. Identify the industries of your six selected securities.

c. Determine the average five-year average return in each of your industries.

d. Identify three additional stocks in each industry and determine the five-year average return for each security.

e. Compare your selected securities' performance to those in the same industry and to the industry average.

f. Based on your findings, determine whether or not changes should be made to your investment portfolio.

g. Attach supporting Microsoft® Excel® tables and graphs to your paper. Microsoft® Excel® spreadsheets must detail all calculations.

 

Reference no: EM1352643

Questions Cloud

Equilibrium expected growth rate : McDonnell Manufacturing is expected to pay a dividend of $1.50 per share at the end of the year. The stock sells for $34.50 per share, and its required rate of return is 11.5 percent.
Why the stamen are held by the petals in a bent position : The bunchberry flower has the fastest-moving parts ever seen in a plant.at first , the stamen are held by the petals in a bent position, storing elastic energy like a coiled spring.
Optimal algorithm for mutual exclusion in computer networks : In Ricart and agrawala's An optimal algorithm for mutual exclusion in computer networks paper if we are updating the code with taking the priorities.
Infancy and toddlerhood period : According to Otto (2010), "During infancy and toddlerhood, children's language competencies develop in five areas of language knowledge: phonetic, semantic, syntactic, morphemic and pragmatic
Determine the average return : Investment Portfolio Project: Relative Performance Analysis Paper for these five securities: PIMCO Total Return A, Procter & Gamble, United Parcel Service, Citigroup, Lockheed Martin, Walt Disney
Measuring quality and customer satisfaction : Describe some Examples of the tools and techniques used to measure quality customer satisfaction
Write down a paper analyzing different approaches : Write down a paper analyzing different approaches that might be used by Keynesian theorists and monetary theorists to promote long-run macroeconomic stability.
Show organizational behavior success of different practices : Organizational Behavior Success of Different Practices - How can two successful companies have such different approaches to employment security? How can they both work? What implications can you derive from the success of these different practices.
Meta-cognitive skills and cognitive flexibility : Why does some empirical evidence suggest that bilingualism can increase meta-cognitive skills and cognitive flexibility, and even perfect some perceptual tasks,

Reviews

Write a Review

Finance Basics Questions & Answers

  Computation of current yield and ytm and bond price

Computation of current yield and YTM and bond price and assume that the yield to maturity remains constant for the next 3 years

  Calculating future value of investment

Jane's goal is to have an investment grow to $100000 in 20 years. Her strategy is to make lump-sum contributions in years 0, 5, 10, and 15. That is, in Year 0, she will contribute $X, in year 5 she will contribute $x, etc. where $X is the same at ..

  Maximum payment to preferred stockholders

Kuhns Corp. has 200,000 shares of preferred stock outstanding that is cumulative. The dividend is $6.50 per share and hasn't been paid for 3 years. If Kuhns earned $3 million this year, what could be maximum payment to  preferred stockholders on p..

  Information about financial planning

Design a financial plan for them. How much would be their initial deposit? Would you use simple or compound interest? Would you compound the interest annually or monthly?

  How long does it take to double your money

Explain how much will your collection be worth when you retire in 2058, assuming they appreciate at an annual rate of 6.1%

  Calculation of budgeted production units

Calculation of budgeted production units and budgeted cash receipts at given sales level

  Calculate maximum price for a non-constant growth stock

Calculate maximum price that you would be willing to pay for a non-constant growth stock that has the following characteristics;

  Find the forward rate

If you were to buy 10 Sept 2011 Euribor futures at 99.35 & sell them at 99.40 three days later, how much money would you have made or lost? Every future has a tick value of €25

  Tvm questions-present value

What is the present value of: $25,000 in 15 years at 8 percent? $1,000 in 40 periods at 20 percent?

  Determine total dollar return on investment

Robin sold 800 shares of a non-dividend paying stock this morning for a total of $29,440. She had buy these shares on margin twelve months ago at cost per share of $35.

  Purpose of the income statement

Purpose of the income statement is to describe how income is determined with its important components reported as separate line items.

  Worth of dollar-annuity-compounding

What is an annuity and give some examples. What is the effect of compounding more frequently that once per year? What is the meaning of effective annual rate?

Free Assignment Quote

Assured A++ Grade

Get guaranteed satisfaction & time on delivery in every assignment order you paid with us! We ensure premium quality solution document along with free turntin report!

All rights reserved! Copyrights ©2019-2020 ExpertsMind IT Educational Pvt Ltd