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Pages:
7 pages/≈1925 words
Sources:
2 Sources
Style:
APA
Subject:
Accounting, Finance, SPSS
Type:
Term Paper
Language:
English (U.S.)
Document:
MS Word
Date:
Total cost:
$ 44.23
Topic:

Portfolio of 12 Stocks and the Prospectus of Mini-Fund

Term Paper Instructions:

Word document:
The first page of your Word document should be like the mutual fund sheet and contain the basic information about your portfolio, the investment strategy and the tables and illustrations in the purple boxes.
The second (and third) page of your Word document should contain a brief explanation for each stock why it is in the portfolio and what return you expect to it (alpha).
Excel notebook:
The first sheet of the Excel notebook should be the prices you have downloaded.
The second sheet of the Excel notebook should be data you download from the Fama-French data library.
The third sheet of the Excel notebook should be the returns and excess returns of the stocks in your portfolio. (You will need the prices from the first sheet and the risk-free rate from the second sheet for this.)
The fourth sheet should contain all CAPM regressions.
The fifth sheet should contain all calculations for the construction of your portfolio.
The sixth sheet should contain all 3-Factor model regressions.
The seventh sheet should contain all calculations for the data summary of your portfolio. (This data goes onto the first page of your Word document.)

Term Paper Sample Content Preview:
Portfolio Analysis: 11/12/2022 Portfolio Analysis 9/30/2021
Bryantta ® is made up of twelve stock with a stable long term growth prospects:
Cisco Systems Limited
Cisco systems is a communication equipment company with 83,300 employees headquartered in San Jose, California. The company was incorporated in 1984. The company’s governance score according to ISS Governance Quality Score is 3, with high scores in shareholder rights. A score of 3 would imply that the company has minimal governance risk. The company stock was a good choice for Bryant as it offers stable growth prospects. To this end, the company has been growing at a rate of 6.09 percent for the past five years, and is expected to attain a consistent growth of 6.78 in the next five years. The stock is expected to generate a return of 0.212 percent monthly.
AbbVie Inc.
AbbVie Inc is a general drug manufacturer with 50,000 employees. The company was incorporated in 2012 and its headquarters are located in North Chicago, Illinois. The company has established itself as one of the major players in the pharmaceutical industry, with a past annual growth of 18.82 percent for the last five years. It is ideal for Bryant portfolio as it operates in a stable industry. The stock is expected to generate a return of 0.505 percent monthly.
Taiwan Semiconductor Manufacturing Company Limited (TSM)
TSM is a semiconductors manufacturer headquartered in Hsinchu City, Taiwan. The company is an international manufacturer and seller of integrated circuits as well as several semiconductor devices. Notably, the company is an ideal company with a stable growth as it occupies an important position in the technology sector. The company has been growing at an annual rate of 26.59 percent for the past five years, and is expected to maintain a growth of 21.50 for the next five years. The company is a major player in a growing but stable industry. The stock is expected to generate a return of 1.5245 percent monthly.
CocaCola
CocaCola Inc. is a non-alcoholic beverages manufacturer with 79,000 employees based in Atlanta, Georgia. The Company was founded in 1886. Given it is one of the key players in the beverage industry, Cocacola Inc. is ideal for Bryant portfolio. In addition, the company manufactures and market tangible products that have loyal customers. The company grew at a rate of 6.09 percent in the past five years and it is estimated to grow at 5.22 percent. The stock is expected to generate a return of -0.013 percent monthly, but has long-term prospects given its ability to generate revenues.
Ford Motor Company
Ford motor Company is an automotive manufacturer with 183,000 employees with its headquarters in Dearborn, Michigan. It was incorporated in 1903. The company is an ideal stock for the Bryant as it is estimated to achieve a growth of 13.6 percent per annum, with the company recording a 25.2 percent growth in the cur...
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