Requirements; From the portfolio, undertake a critical evaluation of your investment portfolio by; 1. Preparing a...
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Requirements; From the portfolio, undertake a critical evaluation of your investment portfolio by; 1. Preparing a report that contains the following; Part 1. The objective of the portfolio (target return) In this section, you will present the objective of the investment portfolio (safety, growth, and income). In addition, you will also describe what type of investor might require such an investment portfolio. Be detailed in the investor profile and use critical investment principles to justify your answer. Part 2. Portfolio Content analysis PROJECT for INVESTMENT AND PORTFOLIO MANAGEMENT Open Positions SYMBOL RSI (14) O AAPL O O O BRK-B 15 AMZN EMA (20, close, 0) EMA (50, close, 0) EMA (100, close, 0) O NVR MSFT Investing.com MACD (12. 26, close, 9) del pl VIEW Standard View QTY ww 260 301 102 194 10 PRICE PAID $141.10 Published on Investing.com, 13/Jul/2022 - 20:46:01 GMT, Powered by Trading View Apple Inc, United States, NASDAQ:AAPL, D $114.73 2022 $277.00 $235.98 $4,053.16 FILTER TO LAST PRICE 148.31 95.50 315.84 254.69 4,739.86 Stocks/ETFs/Cr... DAY'S CHG 0.00 0.00 0.00 0.00 0.00 Export To Excel P/L mu 1,874.60 -5,788.23 3,961.68 3,629.74 6,867.00 P/L% 5.11% -16.76% 14.02% 7.93% 16.94% MKT VALUE (USD) $38,560.60 $28,745.50 $32,215.68 $49,409.86 Present of stocks initially invested and List of stocks (As shown above). Cite the reason why you initially chose each. Make sure to link these reasons to critical technical and fundamental principles and assumptions that would support your investment actions. Part 3. Portfolio Performance Evaluation. $47,398.60 Use the charts from investing.com Price chart with technical indicators of the Top 3 Gainers. Provide an analysis the reason why you purchased the stock and present the entry and ending price conditions (See sample below) ACTIONS MA baltal Entry ME ME 185.00 180.00 175.00 170.00 165.00 160.00 -155.00 151.31 150:00 145.86 145.64 141.96 135.00 130.00 -5.0000 -1.6514 -0.3665 -1.2849 --5.0000 -80.0000 -60.0000 -55.4815 -40.0000 Example: Reason for buying: Purchased because, based on our analysis, the stock will exhibit a reversal to an upward trend. In addition, MACD also shows momentum as the MACD line crosses above the signal line. In addition, the RSI also shows that the stock is not sold. Price chart with technical indicators of the Top 3 Losers. Provide why you purchased the stock and present the entry and ending price conditions. (Do the same with top gainers). Finally, evaluation of the overall portfolio return, including the Sharpe ratio. Provide a detailed explanation (minimum 1 page) 2. Communicating with a range of audiences with different levels of knowledge/expertise to present the report you created. Use appropriate PPT presentation (with appropriate graphics) = 15 marks 3. Accomplishing the peer assessment form (individual) and submitting it to your teacher = 15 marks Requirements; From the portfolio, undertake a critical evaluation of your investment portfolio by; 1. Preparing a report that contains the following; Part 1. The objective of the portfolio (target return) In this section, you will present the objective of the investment portfolio (safety, growth, and income). In addition, you will also describe what type of investor might require such an investment portfolio. Be detailed in the investor profile and use critical investment principles to justify your answer. Part 2. Portfolio Content analysis PROJECT for INVESTMENT AND PORTFOLIO MANAGEMENT Open Positions SYMBOL RSI (14) O AAPL O O O BRK-B 15 AMZN EMA (20, close, 0) EMA (50, close, 0) EMA (100, close, 0) O NVR MSFT Investing.com MACD (12. 26, close, 9) del pl VIEW Standard View QTY ww 260 301 102 194 10 PRICE PAID $141.10 Published on Investing.com, 13/Jul/2022 - 20:46:01 GMT, Powered by Trading View Apple Inc, United States, NASDAQ:AAPL, D $114.73 2022 $277.00 $235.98 $4,053.16 FILTER TO LAST PRICE 148.31 95.50 315.84 254.69 4,739.86 Stocks/ETFs/Cr... DAY'S CHG 0.00 0.00 0.00 0.00 0.00 Export To Excel P/L mu 1,874.60 -5,788.23 3,961.68 3,629.74 6,867.00 P/L% 5.11% -16.76% 14.02% 7.93% 16.94% MKT VALUE (USD) $38,560.60 $28,745.50 $32,215.68 $49,409.86 Present of stocks initially invested and List of stocks (As shown above). Cite the reason why you initially chose each. Make sure to link these reasons to critical technical and fundamental principles and assumptions that would support your investment actions. Part 3. Portfolio Performance Evaluation. $47,398.60 Use the charts from investing.com Price chart with technical indicators of the Top 3 Gainers. Provide an analysis the reason why you purchased the stock and present the entry and ending price conditions (See sample below) ACTIONS MA baltal Entry ME ME 185.00 180.00 175.00 170.00 165.00 160.00 -155.00 151.31 150:00 145.86 145.64 141.96 135.00 130.00 -5.0000 -1.6514 -0.3665 -1.2849 --5.0000 -80.0000 -60.0000 -55.4815 -40.0000 Example: Reason for buying: Purchased because, based on our analysis, the stock will exhibit a reversal to an upward trend. In addition, MACD also shows momentum as the MACD line crosses above the signal line. In addition, the RSI also shows that the stock is not sold. Price chart with technical indicators of the Top 3 Losers. Provide why you purchased the stock and present the entry and ending price conditions. (Do the same with top gainers). Finally, evaluation of the overall portfolio return, including the Sharpe ratio. Provide a detailed explanation (minimum 1 page) 2. Communicating with a range of audiences with different levels of knowledge/expertise to present the report you created. Use appropriate PPT presentation (with appropriate graphics) = 15 marks 3. Accomplishing the peer assessment form (individual) and submitting it to your teacher = 15 marks
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Related Book For
Income Tax Fundamentals 2013
ISBN: 9781285586618
31st Edition
Authors: Gerald E. Whittenburg, Martha Altus Buller, Steven L Gill
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