Question: Hello! I need help on this question. Thank you very much!!! References are needed. Portfolio is created on 14th March 2022 ( RISK MANAGEMENT )
Hello! I need help on this question. Thank you very much!!! References are needed.
Portfolio is created on 14th March 2022 (RISK MANAGEMENT)
Tesla Inc. (TSLA)
No. of Shares:589 Basis(Price):$766.37 as of 14th March 2022
Apple (AAPL)
No. of Shares:? Basis(Price):$150.62 as of 14th March 2022
Alphabet Class A (GOOGL)
No. of Shares:? Basis(Price):$2,519.02 as of 14th March 2022
Microsoft Corp. (MSFT)
No. of Shares:? Basis(Price):$331.01 as of 14th March 2022
1. Trading philosophy: (2 marks)
Give an overview of your philosophy to form the portfolio. You should identify yourself as a value or growth investor or a mixture of both. Provide brief definitions for value/growth investing.
2. Portfolio Construction
Present your initial portfolio, including information on why you have invested in the stocks in your initial portfolio (three stock selection for Portfolio).
- The overall market and macroeconomic condition (2.5 marks)
- Industry consideration and/or diversification, specific stocks strengths/positive prospects (2.5 marks)
Please help me answer point 1, point 2 parts a & b as well as th eportfolio par which i drafted out for you. Provide how many number of shares you think is appropriate for each stock given the current economic situation as of 14th March 2022.
Step by Step Solution
There are 3 Steps involved in it
Get step-by-step solutions from verified subject matter experts