1. Portfolio Analysis. Research and analyze one stock using the portfolio strategy you identified in Milestone One and a risk-tolerance level appropriate to the needs and return requirements of your client. Provide a financial analysis of this stock covering the associated risk, return, and tax implications. In addition, provide a clear assessment of thestrengths, weaknesses, opportunities, and threatsof the company whose stock is included in the portfolio. Also, complete aratio analysisof the stock and calculate thealphafor the stock. Use the capital asset pricing model (CAPM) to develop the return for the equity security. Provide a well-supportedrationalefor why the security is included and how it aligns with client objectives, including an assessment of any preferential factors the client might be concerned about such as market share, innovation, and sustainability practices.
2. Sophia is a married, 32-year-old. She is an entrepreneur who makes $50,000 per year. Her significant other has not started saving, but Sophia believes that saving as soon as possible is best. As a result, she wants to base this financial plan off her assets and income only. Based on her spending plan, she estimates that she will need $1.5 million when she retires at 67. So far, she has saved $20,000 for retirement. Other than that, she has no additional savings. After taxes and living expenses, Sophia estimates that she can continue to save $10,000 per year for retirement without changing her lifestyle. She considers herself to be very frugal and is risk averse. As such, she is wary of being too aggressive with her plan. She would characterize her risk tolerance as "low" or conservative. Because of her business, she leans toward investing in science and technology. Yet, she is open to other options if recommended.

Your submission must be supported by a Microsoft Excel file to portray the financial analysis.