BUS
405 Week 5 Final Project Construct a well diversified portfolio
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The student will construct a
well-diversified portfolio using an initial investment stake of $50,000 (the
portfolio should use 95% of the fund, but they may not use more than $50,000).
The student may include stocks, common or preferred; bonds, corporate or U.S.
Treasury bonds; mutual funds; and futures contract or options. The student will
use the closing prices from the first day of the class to determine the price
of each issue. Only whole lots of any issues may be acquired, that is no less
than 100 shares of common or preferred stock; no less than 5 corporate bonds or
$10,000 for U.S. Treasury Bonds; no fewer than the minimum required investment
for any mutual fund; and no fewer than 5 contracts for any option or futures
position. The settlement date will be the first day of Week 3. The student does
not have to use all of the above mentioned securities, but they must use more
than one class. Transaction costs are ignored in the creation of the portfolio.
The paper is to be written in accordance with
the APA guidelines (6th Edition).
The student will write a paper that:
Produces their investment strategy,
including an assessment of their willingness to bear risk.
Summarizes and executes a detailed
description of the securities in the portfolio including brief historical
information about each firm.
Executes a quarterly and annualized return
on the portfolio, and the expected return for the portfolio (the student may
use the closing prices as of 31 December of last year).
Using concepts learned within the course,
computes the beta of the portfolio (MERGENT, in the Ashford Online Library, can
be used to find the historical betas of each security).
Summarizes the risks of their portfolio,
and recognizes and interprets any areas where they might consider reinvesting
portions of their portfolio to achieve either less risk or higher expected
return.
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