Stock analysis and portfolio development

Please read instructions carefully to complete assignment

Prompt: This milestone involves creating a draft of the stock analysis and portfolio development sections of the final project. Find a spreadsheet to calculate your portfolio’s standard deviation and the Final Project Scenarios document.

Don't use plagiarized sources. Get Your Custom Essay on
Stock analysis and portfolio development
Just from $13/Page
Order Essay

Specifically, the following critical elements must be addressed:

II. Stock Analysis: In this section, you will select five stocks from the provided list and determine their values by applying an appropriate valuation model

from the following options: price to multiple model (earning or sales), dividend valuation model, or free cash flow to equity valuation model.

A. Determine the value of each stock by using an appropriate model based on the characteristics provided for each stock; use each model at least once.

B. Provide a rationale for the stock valuation method you chose for each stock. Cite specific information to support your decisions.

C. Using the calculated valuation, the current market price, and historical performance, determine the expected return for each stock.

III. Portfolio Development: In this section, you will develop a portfolio for a client (Ezra or Jacob and Rachel) based on the client’s risk tolerance, return

objectives, and liquidity objectives. You will select appropriate assets from the provided list.

A. For the client, develop a portfolio from the list of assets provided that is informed by your analysis of the client’s objectives and (if applicable)the stock valuation you determined.

B. Calculate the expected portfolio return using the CAPM (beta) model. Based on the risk tolerance and return objective of the client you didn’t choose for this assignment, would you design an investment portfolio that has a higher or lower expected portfolio return, and why?

C. Calculate the expected portfolio standard deviation. Based on the risk tolerance and return objective of the client that you didn’t choose for this assignment, would you design an investment portfolio that has a higher or lower expected standard deviation, and why?

Guidelines for Submission: Your client analysis should be a 3- to 5-page Microsoft Word document, double spaced, with 12-pt. Times New Roman font, one-inch

margins, and citations cited in APA format. Note that your submission may be longer than 6 pages as work must be shown for all calculations. You may use and

upload an Excel workbook to show your calculations. In your written paper, if you are referring to data that is found within an uploaded Excel workbook, be sure

to include a citation—for example, “the portfolio’s expected return is 7.2% (E64, Sheet1, WB1),” where E64 is the cell that the calculation took place in, Sheet1 is

the tab, and WB1 is designating the name of your file. This ensures that your instructor can quickly and accurately check data entry, formula use, and financial

calculations.

Critical

Place Order
Grab A 14% Discount on This Paper
Pages (550 words)
Approximate price: -
Paper format
  • 275 words per page
  • 12 pt Arial/Times New Roman
  • Double line spacing
  • Any citation style (APA, MLA, Chicago/Turabian, Harvard)

Try it now!

Grab A 14% Discount on This Paper

Total price:
$0.00

How it works?

Follow these simple steps to get your paper done

Place your order

Fill in the order form and provide all details of your assignment.

Proceed with the payment

Choose the payment system that suits you most.

Receive the final file

Once your paper is ready, we will email it to you.