Investment Portfolio Essays and Research Papers

Instructions for Investment Portfolio College Essay Examples

Title: Investment Portfolio

  • Total Pages: 22
  • Words: 6002
  • Works Cited:15
  • Citation Style: APA
  • Document Type: Essay
Essay Instructions: You have $100,000 to invest (+ or - $10,000). Assume you have a cash account with a brokerage firm. Develop an investment portfolio. The following requirements and restrictions apply:

1. Your investment goals must be clearly stated at the outset, including time line/investment objective (10 years with more growth than income. State and explain your tolerance level towards risk (medium to slightly high risk)
2. Explain the rational for asset allocation percentages, industry choices and company choices with respect to your investment goals, time horizon and risk preferences (industries: oil, pharmaceuticals, commodities, tech companies, food and energy)
3. At least 80% should be invested in stocks. Ideally 15 stocks to be analyzed and included in stock allocation
4. No direct investment in any mutual funds, except money market mutual funds as part of cash/cash equivalent
5. No real estate or tangible investments should be included

For each security/investment you have chosen, provide a 3 year history of the company and including (but not limited to) the following:
1. Net Income
2. Earnings per share
3. Book value per share
4. Current Price/Earnings ratio
5. Current Price/Book ratio
6. Dividend, if any, and dividend yield
7. Highs and lows for stock price last 52 weeks
8. Stockholders Equity and Total Market Capitalization
Provide and discuss security and total portfolio betas, as well as rough expected correlations between securities chosen. Have to include appropriate company financial ratio comparisons to other industry leaders and industry averages as part of selection rationale. For each security you have selected , give an assessment of the industry to which it belongs, including past history, present conditions and future potential. Such assessment should not be longer than 250 words. Do the same for the company.

Attached essay was a previous custom essay order I got from EssayTown. Build on that portfolio. Several differences listed below:
Must have at least 15 (or more) stocks being analyzed
Introduction cut shorter to one page
Must also analyze the other 20% allocation - which include bonds and cash. Must choose some bonds and analyze why these bonds were chosen
Include one or two foreign stock for more diversification
Must add some blue chip stocks and industry leaders to the 15+ stocks analyzed
Must calculate total portfolio beta
Asset allocation must include how much is allocated to each company and not just the industry
There are faxes for this order.

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Works Cited:

Works Cited:

McClure, B. (2011). Modern portfolio theory: Why it's still hip. Investopedia. Retrieved March 25, 2011 from http://www.investopedia.com/articles/06/MPT.asp

Burtless, G. (1999) Returns and Risks of Stock Market Investments. Brookings Institute Retrieved March 25, 2011 from http://www.brookings.edu/testimony/1999/0511saving_burtless.aspx

Yahoo! Finance. (2011). U.S. Treasury bond rates. Yahoo! Finance. Retrieved March 25, 2011 from http://finance.yahoo.com/bonds

Yahoo! Finance: Sterlite Industries. Retrieved March 25, 2011 from http://finance.yahoo.com/q?s=slt&ql=1

Yahoo! Finance: Newmont Mining. Retrieved March 25, 2011 from http://finance.yahoo.com/q?s=nem&ql=1

Yahoo! Finance: Caterpillar. Retrieved March 25, 2011 from http://finance.yahoo.com/q?s=CAT&ql=0

Yahoo! Finance: Exxon Mobile. Retrieved March 25, 2011 from http://finance.yahoo.com/q/ks?s=XOM+Key+Statistics

Yahoo! Finance: Boeing. Retrieved March 25, 2011 from http://finance.yahoo.com/q/ks?s=BA+Key+Statistics

Yahoo! Finance: Valero. Retrieved March 25, 2011 from http://finance.yahoo.com/q/ks?s=VLO+Key+Statistics

Yahoo! Finance: Encana. Retrieved March 25, 2011 from http://finance.yahoo.com/q/ks?s=ECA+Key+Statistics

Yahoo! Finance: MolsonCoors. Retrieved March 25, 2011 from http://finance.yahoo.com/q/ks?s=TAP+Key+Statistics

Yahoo! Finance: General Motors. Retrieved March 25, 2011 from http://finance.yahoo.com/q/ks?s=GM+Key+Statistics

Yahoo! Finance: Baidu.com. Retrieved March 25, 2011 from http://finance.yahoo.com/q/ks?s=BIDU+Key+Statistics

Yahoo! Finance: Braskem. Retrieved March 25, 2011 from http://finance.yahoo.com/q/ks?s=BAK+Key+Statistics

Yahoo! Finance: Elan. Retrieved March 25, 2011 from http://finance.yahoo.com/q/ks?s=ELN+Key+Statistics

Yahoo! Finance: Amazom.com. Retrieved March 25, 2011 from http://finance.yahoo.com/q/ks?s=AMZN+Key+Statistics

Yahoo! Finance: Taiwan Semiconductor. Retrieved March 25, 2011 from http://finance.yahoo.com/q/ks?s=TSM+Key+Statistics

Yahoo! Finance: Cerner. Retrieved March 25, 2011 from http://finance.yahoo.com/q/ks?s=CERN+Key+Statistics

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Title: Investment Portfolio

  • Total Pages: 15
  • Words: 4880
  • Bibliography:15
  • Citation Style: MLA
  • Document Type: Research Paper
Essay Instructions: You have $100,000 to invest (+ or - $10,000). Assume you have a cash account with a brokerage firm. Develop an investment portfolio. The following requirements and restrictions apply:

1. Your investment goals must be clearly stated at the outset, including time line/investment objective (10 years with more growth than income. State and explain your tolerance level towards risk (medium to slightly high risk)
2. Explain the rational for asset allocation percentages, industry choices and company choices with respect to your investment goals, time horizon and risk preferences (industries: oil, pharmaceuticals, commodities, tech companies, food and energy)
3. At least 60% should be invested in stocks. Ideally 15 stocks to be analyzed and included in stock allocation
4. No direct investment in any mutual funds, except money market mutual funds as part of cash/cash equivalent
5. No real estate or tangible investments should be included

For each security/investment you have chosen, provide a 3 year history of the company and including (but not limited to) the following:
1. Net Income
2. Earnings per share
3. Book value per share
4. Current Price/Earnings ratio
5. Current Price/Book ratio
6. Dividend, if any, and dividend yield
7. Highs and lows for stock price last 52 weeks
8. Stockholder’s Equity and Total Market Capitalization
Provide and discuss security and total portfolio betas, as well as rough expected correlations between securities chosen. Have to include appropriate company financial ratio comparisons to other industry leaders and industry averages as part of selection rationale. For each security you have selected , give an assessment of the industry to which it belongs, including past history, present conditions and future potential. Such assessment should not be longer than 250 words. Do the same for the company.

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Bibliography:

Bibliography

Amazon.com. Yahoo Finance, 2011. Web. 17 Mar. 2011

Baidu.com. Yahoo Finance, 2011. Web. 17 Mar. 2011

Caterpillar. Yahoo Finance, 2011. Web. 17 Mar. 2011

General Motors. Yahoo Finance, 2011. Web. 17 Mar. 2011.

Gunfire at Saudi Arabian Protests. Arabian Money, 2011. Web. 17 Mar. 2011

Job Growth Accelerates. RTT News, 2011. Web. 17 Mar. 2011

Molson Coors. Yahoo Finance, 2011. Web. 17 Mar. 2011

Newmont Mining. Yahoo Finance, 2011. Web. 17 Mar. 2011

Ten Big Dot Com Flops. CNN, 2010. Web. 17 Mar. 2011

Valero. Yahoo Finance, 2011. Web. 17 Mar. 2011

Berner, Robert. "The Next Warren Buffet." Business Week, 2004. Web. 17 Mar. 2011

Burtless, Gary. "Returns and Risks of Stock Market Investments." Brookings Institute, 1999. Web. 17 Mar. 2011

Hennigan, Michael. "U.S. Department of Agriculture Says." Fin Facts, 2011. Web. 17 Mar. 2011

Perunia, Chris. "Placing Sell Stops." Ezine Articles, 2005. Web. 17 Mar. 2011

Wagner, Hans. "S&P 500 Corporate Earnings." Market Oracle, 2010. Web. 17 Mar. 2011

Weinstein, Stan. How to Profit in Bull and Bear Markets. New York: Simon and Schuster, 1988. Print.

Western, David. Booms, Bubbles and Busts. New York: Routledge, 2004. Print.

MLA Format. http://owl.english.purdue.edu/owl/resource/747/01/

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Title: Risk and Return

  • Total Pages: 6
  • Words: 1828
  • Sources:3
  • Citation Style: APA
  • Document Type: Essay
Essay Instructions: Risk and Return
Instructions:
In terms of an investment portfolio that contains the following Asset Categories:
a. Stocks
b. Bonds
c. Mutual funds
d. Options
e. Precious metals

Determine the appropriate levels of returns and the measures of risks for each Asset Category listed above.

Show your logic of how you established risk measures, return calculations and appropriate benchmarks for the Asset Categories listed above.

Paper should include the following sections:

1. Introduction
2. Description of portfolio risk versus return measures
3. Definition of your risk and return objectives
4. Rationale behind risk and return expectations
5. Conclusion
Customer is requesting that (AMBER111) completes this order.

Customer is requesting that (AMBER111) completes this order.

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Sources:

Piazza, J. (n.d.). Objectives and risk. Sensible Investment strategies Web site. Retrieved May 26, 2011 from http://www.seninvest.com/objectives.htm

Risk Measures. (2011). Investopedia Web site. Retrieved May 26, 2011 from http://www.investopedia.com/terms/r/riskmeasures.asp

Wan, S.P. (n.d.). Modern portfolio theory. Investment Funds Advisors Web site. Retrieved May 26, 2011 from http://www.ifa.com/media/images/pdf%20files/mpttextbook.pdf

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Title: In module 4 assumed 100 000 bank account invested Suppose invested 100 000 shares Nike Inc NKE http www nikebiz http money cnn quote quote html symb NKE Based current situation portfolio considered a diversified portfolio invested money shares Tiffany and Company

  • Total Pages: 2
  • Words: 664
  • References:3
  • Citation Style: MLA
  • Document Type: Research Paper
Essay Instructions: In module 4, we assumed that you have $100,000 in your bank account that can be invested. Suppose you invested your $100,000 in the shares of the Nike Inc. (NKE) (http://www.nikebiz.com/; http://money.cnn.com/quote/quote.html?symb=NKE). Based on your current situation, your portfolio cannot be considered a ?diversified portfolio? because you invested all your money in the shares of the Tiffany & Company. In fact, undiversified portfolio is very risky and you may end up losing your investment. Therefore, it is strongly recommended that you diversify your investment portfolio by adding different types of securities.



Read the information in the background material, look for more information, and then write a 2 to 3 page paper answering the following questions:



How important is it for you to diversify your investment portfolio?



How would you diversify your investment portfolio?



Explain your reasoning.

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References:

References

Gandhi, P. (2006). The Importance of a Diverse Portfolio. Accessed on September 20, 2012 from: http://EzineArticles.com/?expert=Primrose_Gandhi

Allen, P.S. (2008). How To Build A Diverse Portfolio. Accessed on September 20, 2012 from: http://EzineArticles.com/?expert=Paul_S._Allen

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