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The 3-Portfolio Case Project Term Papers is designed to illustrate field knowledge and experience is applied in the term-long case study. Students will construct three, investment portfolios during week one of the course –
(1) an actively selected portfolio (P1)
(2) a randomly selected portfolio (P2)
(3) a passive portfolio (P3)
Each of the three portfolios will contain four common equity stocks of 100 shares each (400 shares). In other words, the total number of companies to be analyzed in the 3-Portfolio Case Project is 12 companies and 1,200 shares of common stock. The transaction cost for buying and selling shares is $15 and should be included in your analysis.
3-PORTFOLIO CASE WRITTEN PAPER OUTLINE
Table of Contents
Abstract or Executive Summary
Part I: Portfolio Construction and Management- Data Collection
State the objectives for the construction and management of each of the three (3) portfolios.
This includes your policy statement (why were certain stocks purchased), strategy, asset allocation, and industry analysis.
Implementation and application of specific and well-articulated portfolio management strategies; portfolio design, security selection criterion, initial and final Portfolio value.
Show time series record including, price, value, cash, return, cumulative wealth, and profit and loss table with discussion.
Part II: 3-Portfolio Case Evaluation and Assessment
Data analysis and Critical Thinking for each of the three (3) portfolios
Compare P1 to P2 to P3. Which portfolio made the most profit or had the greatest losses?
Complete the following analyses of P1, P2, and P3.
Return of investment
Expected rate of return
Risk return analysis
Compare the returns (or losses) of P1, P2 and P3 to:
The S & P 500
Dow Jones Industrial Averages
Use the Sharpe and Traynor formulas to evaluate P1, P2, and P3
Part III: Quantitative Analysis and Critical Thinking – Summarization
Accurate computation of statistics, use of quantitative methods, utilizing professional analyses and critical thinking; when comparing and contrasting the 3-portfolios.
Active versus passive portfolio management
Strategic versus tactical asset allocation
Observations of the 3-Portfolio Case Study
Reference Page: Include your research sources and significance of research information and data, use of APA citations and URL links
The 3-Portfolio Case Project Term Papers is designed to illustrate field knowledge and experience is applied in the term-long case study.