Go to a financial Web site, such as finance.yahoo.com, http://www.google.com/finance, or moneycentral.msn.com. Obtain information on the yields and maturity for:

profileCulbert
 (Not rated)
 (Not rated)
Chat


1. Go to a financial Web site, such as finance.yahoo.com, http://www.google.com/finance, or moneycentral.msn.com. Obtain information on the yields and maturity for:
• U.S. treasuries
• Municipal bonds
• Corporate bonds
Discuss what the pure expectations theory would imply about the yield curve. Compare and contrast the yields and maturities for each of the securities. Discuss which you would hold and why relative to interest rate risk. You must submit your backup in Excel or other supporting documentation showing how answers were reached.

2. This marks the final project assignment. This assignment needs to consist of a portfolio analysis in a Microsoft Word document that is not to exceed three pages. You must also include your portfolio analysis in either Word or Excel. You must show how you calculated the answers.
a. Select four stocks from finance.yahoo.com, google.finance.com, or moneycentral.msn.com. One should be a clothing manufacturer, one should be a retailer, one should be an automobile manufacturer, and one should be a restaurant or food producer.
b. Obtain the closing price, the change in price from the previous day, and the beta.
c. Calculate the return on holding the stock for a day (this should be the change in price over the closing price without the change).
d. Calculate a portfolio return with weights of 0.25 for each stock.
e. Calculate a weighted beta with weights of 0.25 for each stock.
f. Write up the implications of the portfolio return and risk with respect to what you learned about beta and the CAPM in 2-3 pages.

You will submit a final summary in a Microsoft Word document that is not to exceed three pages and is in APA format.

Thank you for any help.

Additional Requirements

Level of Detail: Show all work
Other Requirements: For the first problem, there is no minimum or maximum number of words or pages. Just need to show all work and back it up with Excel.

For the second problem, there is no minimum or maximum number of words. But the minimum number of pages is 2 and the maximum number of pages is 3. Need to show all work and back it up with Excel. In APA format and place citations where needed and references.

    • 12 years ago