. Please go to the invest schema. Please answer the below questions and provide full return and...
Question:
. Please go to the invest schema. Please answer the below questions and provide full return and risk analysis for this portfolio. Make sure to use frameworks and metrics . Provide recommendations on rebalancing. Details regarding what's expected for your deliverable:
Step1: Identify your client (listed above) in your database - learn about your client and what they have. Provide all required relationships between tables (joins) to better understand what assets your client has, asset classifications, and prices.
Step 2: Once you get a table with all your client's assets and their prices (from Step1) - use that data to create a VIEW in the invest schema with data for your client. This view should have the following fields: ticker, date, price, price type. You should name the VIEW with your own first and last name. In your PDF file, please provide a screenshot of the SQL code that creates the VIEW.
Step 3: Using SQL syntax , answer 4 groups of questions listed below (you will get a total of 100 points, 25 points per question): Using data for your client tickers from the VIEW you created in Step2 : what is the most recent 12 months, 18 months, 24 months return for each of the securities (and for the entire portfolio)? What is the most recent 12months sigma (risk) for each of the securities? What is the average daily return for each of the securities? Suggest adding a new investment to your portfolio - what would it be and how much risk (sigma) would it add to your client? Calculate risk adjusted returns for each of your securities by following this formula: AVG(returns for ticker)/STD(returns for ticker). Which of the securities is best from the rest (with highest risk adjusted returns), why? Each of the 4 questions is worth 25 points - giving a total of 100 points. Make sure to provide very detailed recommendations for your client. Explain each result in a simple fashion (each question needs commentary)!! correct SQL procedures, syntax, logic, correct results for different time periods, your descriptions, explanations, recommendations, advice, and logic in your paper. Footnotes (very important): * make sure you use the time window (12M, 18M, 24M) for your calculations as procedure parameter/input. **12M means 12 months = 1 year.
Income Tax Fundamentals 2013
ISBN: 9781285586618
31st Edition
Authors: Gerald E. Whittenburg, Martha Altus Buller, Steven L Gill