## Project Description:

1) make a stock portfolio of minimum 5 stocks, max 10 stocks. you choose them as you wish, but i recommend stocks on s&p 500 list.
http://www.barchart.com/stocks/sp500.php
http://finance.yahoo.com/q?s=^gspc
http://www.bloomberg.com/quote/spx:ind

2) calculate historical performance (return) for the last five years compare to s&p 500 index.

3) calculate the required rate of return on each stock using capm. compare to the realized return over the last 5 years. for the risk free rate see. however you can use 3%.
http://www.bloomberg.com/markets/rates-bonds/government-bonds/us/

4) calculate the current portfolio beta (use reported beta from google or yahoo finance)
http://www.zacks.com/education/articles.php?id=58
http://www.fpanet.org/journal/betweentheissues/lastmonth/articles/gotbetaapplicationofinterpretingsystematicrisk/
http://www.money-zine.com/investing/stocks/stock-beta-and-volatility/

5) what is the required rate of return given the portfolio beta? compare to the portfolios return over the last 5 years.

6) calculate the sharp ratio
http://lexicon.ft.com/term?term=sharpe-ratio
http://www.aaii.com/computerized-investing/article/interpreting-the-sharpe-ratio
http://finance.yahoo.com/news/why-sharpe-ratio-investing-medical-042514170.html

7) why did you choose the stocks? i attached some links to investment ideas.
key words: stock picking, jensenâ€™s alpha, growth stock, value stock, p/e ratio and market to book value. you may use other methods. it is up to your creativity.
Skills Required:
Project Stats: Edited

Price Type: Fixed

Project Budget: \$20 to \$50
Completed
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