Finish the part 3 and 4 combain with part 1 &2. Separate the part 3 and part 4. The Part 4 needs 9 pages. Part 3 needs about 1000 words ( 3 pages).
Michelle_Michy
20200802192919part_1.xlsxMARKET CAPITALIZATION
| Each company has at least $10 Billion in Market Capitalization. | ||
| INDUSTRY | COMPANY | MARKET CAP |
| Telecommunications | AT&T | $207.52 B Ana: https://www.macrotrends.net/stocks/charts/T/at-t/market-cap |
| Pharmaceutical & Biotechnology | Bristol-Myers Squibb | $143.34 B Ana: https://www.macrotrends.net/stocks/charts/BMY/bristol-myers-squibb/market-cap |
| Technology Hardware & Equipment | Apple, Inc. | $1000 B Ana: https://www.macrotrends.net/stocks/charts/AAPL/apple/market-cap |
| Oil & Gas Producers | Exxon Mobil Corp. | $186.55 B Ana: https://www.macrotrends.net/stocks/charts/XOM/exxon/market-cap |
| Food Producers | Kellog Co. | $21.77 B Ana: https://www.macrotrends.net/stocks/charts/K/kellogg/market-cap |
PORTFOLIO
| Diversified Portfolio | ||||||||||||||||||
| Initial Investment | $ 1,000,000.00 | |||||||||||||||||
| As of Friday, May 8 | ||||||||||||||||||
| INDUSTRY | COMPANY | STOCK EXCHANGE | STOCK SYMBOL | CLOSING PRICE | # OF SHARES | TOTAL VALUE OF SHARES | LAST DIVIDEND (Amount) | LAST DIVIDEND (Date) | EXPECTED EX-DIVIDEND (Amount) | Expected Ex-Dividend (Date) | ||||||||
| Telecommunications | AT&T, Inc. | NYSE | T | $ 29.79 Ana: https://finance.yahoo.com/quote/T/history?p=T | 6,000 | $ 178,740.00 | $ 0.52 | 8-Apr-20 | $ 0.52 Ana: https://www.dividendmax.com/united-states/nyse/telecomms/atandt-inc/dividends | 9-Jul-20 | ||||||||
| Pharmaceutical & Biotechnology | Bristol-Myers Squibb | NYSE | BMY | $ 61.05 Ana: https://finance.yahoo.com/quote/BMY/history?p=BMY | 3,000 | $ 183,150.00 | $ 0.45 | 2-Apr-20 | $ 0.45 Ana: https://www.dividendmax.com/united-states/nyse/pharmaceuticals-and-biotechnology/bristol-myers-squibb/dividends | 1-Jul-20 | ||||||||
| Technology Hardware & Equipment | Apple, Inc. | NASDAQ | AAPL | $ 310.13 Ana: https://finance.yahoo.com/quote/AAPL/history?p=AAPL | 1,000 | $ 310,130.00 | $ 0.82 | 8-May-20 | $ 0.82 Ana: https://www.dividendmax.com/united-states/nasdaq/technology-hardware-and-equipment/apple-inc/dividends | 7-Aug-20 | ||||||||
| Oil & Gas Producers | Exxon Mobil Corp. | NYSE | XOM | $ 46.18 Ana: https://finance.yahoo.com/quote/XOM/history?p=XOM | 2,000 | $ 92,360.00 | $ 0.87 | 10-Feb-20 | $ 0.87 Ana: https://www.dividendmax.com/united-states/nyse/oil-and-gas-producers/exxon-mobil-corp/dividends | 12-May-20 | ||||||||
| Food Producers | Kellogg Co. | NYSE | K | $ 63.68 Ana: https://finance.yahoo.com/quote/k/history?p=k |
Ana: https://www.dividendmax.com/united-states/nyse/telecomms/atandt-inc/dividends |
Ana: https://www.dividendmax.com/united-states/nyse/pharmaceuticals-and-biotechnology/bristol-myers-squibb/dividends |
Ana: https://www.dividendmax.com/united-states/nasdaq/technology-hardware-and-equipment/apple-inc/dividends |
Ana: https://www.dividendmax.com/united-states/nyse/oil-and-gas-producers/exxon-mobil-corp/dividends | 3,000 | $ 191,040.00 | $ 0.57 | 2-Mar-20 | $ 0.57 Ana: https://www.dividendmax.com/united-states/nyse/food-producers/kellogg-co/dividends | May 29 ,2020 | ||||
| Total Investment Held | $ 955,420.00 | |||||||||||||||||
| Amount Held in Cash | $ 44,580.00 | |||||||||||||||||
| Total Shares | 15,000 | |||||||||||||||||
| Adjusted Beta = | (2/3) x Reported Beta + (1/3) x 1.0 | |||||||||||||||||
| COMPANY | REPORTED BETA | ADJUSTED BETA Ana: https://guides.lib.uwo.ca/bloomberg/equities |
||||||||||||||||
| AT&T | 0.67 Ana: https://finance.yahoo.com/quote/T/key-statistics/ | 0.78 | ||||||||||||||||
| Bristol-Myers Squibb | 0.72 Ana: https://finance.yahoo.com/quote/BMY/key-statistics/ | 0.81 | ||||||||||||||||
| Apple, Inc. | 1.17 Ana: https://finance.yahoo.com/quote/AAPL/key-statistics/ | 1.11 | ||||||||||||||||
| Exxon Mobil Corp. | 1.36 Ana: https://finance.yahoo.com/quote/XOM/key-statistics/ | 1.24 | ||||||||||||||||
| Kellogg Co. | 0.59 Ana: https://finance.yahoo.com/quote/k/key-statistics/ | 0.73 | ||||||||||||||||
| Portfolio Beta | ||||||||||||||||||
| COMPANY | WEIGHT | REPORTED BETA | PORTFOLIO BETA | |||||||||||||||
| AT&T | 0.40 | 0.67 | 0.27 | |||||||||||||||
| Bristol-Myers Squibb | 0.20 | 0.72 | 0.14 | |||||||||||||||
| Apple, Inc. | 0.07 | 1.17 | 0.08 | |||||||||||||||
| Exxon Mobil Corp. | 0.13 | 1.36 | 0.18 | |||||||||||||||
| Kellogg Co. | 0.20 | 0.59 | 0.12 | |||||||||||||||
| Total Portfolio Beta | 0.79 |
