Evaluating stocks

 

Determine your portfolio's holding period return (HPR - accounting for both capital and dividend changes) over the five year investment period using stock. Based on your initial $1,000,000 investment five years ago, how much was earned or lost.

Conduct a portfolio analysis using Jensen alpha (Equation 13.6) to compare market performance and risk. Use market data based on Standard and Poors 500 (S&P 500) or Dow Jones Industrial Average (DJIA) covering the five year investment period.

Format your submission consistent with APA guidelines. Refer to the Writing and Style Guidelines link.