Week 6 assignment
portfolio analysis
This assignment needs to consist of a portfolio analysis in
a Microsoft Word document that is not to exceed three pages. You must also
include your portfolio analysis in either Word or Excel. You must show how you calculated
the answers.
1. Select four
stocks from finance.yahoo.com, google.finance.com, or moneycentral.msn.com. One
should be a clothing manufacturer, one should be a retailer, one should be an
automobile manufacturer, and one should be a restaurant or food producer.
2. Obtain the
closing price, the change in price from the previous day, and the beta.
3. Calculate the
return on holding the stock for a day (this should be the change in price over
the closing price).
4. Calculate a
portfolio return with weights of 0.25 for each stock.
5. Calculate a
weighted beta with weights of 0.25 for each stock.
6. Write up the
implications of the portfolio return and risk with respect to what you learned
about beta and the CAPM in 2-3 pages.
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