Project Part 4, Final Project Submission: Assessment of your portfolio.
For this Part, you will be making a report to your investment committee that discusses and summarizes the performance of your stock portfolio. Use closing prices as of Sunday of Week 13, April 18, to calculate your returns. What is the final market value of your portfolio (including dividends received and added to non-interest earning cash)? If the final market value of your portfolio is less than $1,000,000, your portfolio lost money.
Provide a graph of the daily stock prices (high, low, and closing) for each of your stocks. Include the volume on each graph, with the scale shown on the right side of the graph. Be sure to label the graphs!
Provide a graph of the value of your portfolio and the value of the closing S&P 500 if $1,000,000 were invested in that initially. This is the normalized value. By normalized, you have scaled the S&P 500 closing prices so that its price on the first day ($1,000,000) is the same as the portfolio’s closing price on that first day.
In the final section of your report, recommend for or against the inclusion of each of these stocks in the portfolio and defend your recommendation. Use the information you have obtained in Part 1 Deliverable 2 to support your argument.
Calculations: Use the closing price of your stocks on Sunday of Week 13, April 18, to calculate your returns.
Write-up: Assume that you are preparing a relatively short report (maximum of 10 pages double-spaced) for your investment committee. You will be graded on the quality of your writing as well as the quality of your analysis. Do not simply answer the following questions – this should be financial report! These questions are intended to provide guidance.
Project: Part 4
|Project: Part 4|
|This criterion is linked to a Learning OutcomeQuantitative Literacy||5.6 pts Above Standards Effectively works with numerical data and solves quantitative problems from a wide array of authentic contexts in everyday life. 5.05 pts Meets Standards Works with numerical data and solves quantitative problems from a wide array of authentic contexts with moderate effectiveness. 4.5 pts Approaching Standards Works with numerical data and solves quantitative problems with minimal effectiveness. 3.65 pts Below Standards Is not able to work with numerical data and solve quantitative problems.||5.6 pts|
|This criterion is linked to a Learning OutcomeWriting||4.9 pts Above Standards Uses clear language to accurately express abstract ideas and explain concepts. No errors related to organization, grammar and style, spelling, and citations. 4.4 pts Meets Standards Uses clear language to express ideas. Minor errors related to organization, grammar and style, spelling, and citations. 3.9 pts Approaching Standards Some errors related to organization, grammar and style, spelling, and citations. Lack of clarity in writing. 3.2 pts Below Standards Major errors related to clarity, accuracy, organization, grammar, style, spelling, and citations.||4.9 pts|
|This criterion is linked to a Learning OutcomeInquiry and Analysis||3.5 pts Above Standards Demonstrates extensive exploration of issues / objects / works through the collection and analysis of evidence to make well-informed conclusions / judgments. Organizes and synthesizes evidence to reveal insightful patterns, differences, or similarities related to focus. 3.15 pts Meets Standards Demonstrates adequate exploration of issues / objects / works through the collection and analysis of evidence to make informed conclusions / judgments. Organizes evidence to reveal important patterns, differences, or similarities related to focus. 2.8 pts Approaching Standards Demonstrates minimal exploration of issues / objects / works through the collection and analysis of evidence to make informed conclusions / judgments. Organizes evidence, but the organization is not effective in revealing important patterns, differences, or similarities. 2.25 pts Below Standards Does not demonstrate even minimal exploration of issues / objects / works through the collection and analysis of evidence and unable to make informed conclusions / judgments. Lists evidence, but it is not organized and/or is unrelated to focus.||3.5 pts|
|Total Points: 14|
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