Reports1.
typed two/three-page (maximum) memorandum that includes information concerning:
your selection of stocks, include the P/E ratio and how that may affect the performance of the stock.
the rationale for the selection, and an explanation for the amount invested in each security.
the number of shares purchased and the $ amount in each stock, mutual fund or ETF, (This may be referenced as part of the table.
the two bonds and the index used to compare the bonds and discuss the same aforementioned criteria,
list the beta for each stock and the resulting beta for the portfolio. I would suggest listing a small table with the selections and the $ investment, etc.
Hint: I would incorporate a table showing the stock, the symbol, the number of shares purchased, total amount, percentage invested, and perhaps the beta. This is so much better that seeing countless references to, “I bought 259 shares at $35 a share for a total of …, as part of the discussion.
Please discuss why you selected the stock and why you decided to invested so many $’s into each stock/EFT/mutual fund.
Try to incorporate at least two footnotes indicated where you did some research.
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