Module 2: Analysis and valuation of equity securities

This is an individual assignment.

In the first week you were asked to assess your appetite for risk and investment in the

U.S. equity market using fictitious $1,000,000. In this assignment you are asked to

create a portfolio of 5 U.S.

-

listed stocks. Below you will be given specific objec

tives for

your portfolio. You will refer to this initial stock portfolio throughout this course. Select

carefully and please adhere to the objectives provided in the assignment.

Action Items

1.

Select 5 stocks from the indu

stries you identified as likely to be most prosperous in

your Economic and Industry Analysis. Allocate a fictitious $1 million among these stocks

to your portfolio ranked according to the following portfolio management goals:

a.

Invest in "proven" large cap e

quities (stocks), generally with market capitalizations

over $1 billion.

b.

Diversify in different industries with no more than one investment in a specific sector.

c.

Maintain the principal of the investment.

d.

Provide dividend income.

2.

List your stocks according

to the table below:

Industry

Stock

Ticker Symbol

Market

Capitalization

Dividends

3.

Write a 2

-

3 page summary justifying your selections. List your stocks and address all

criteria listed in the above action item. Cite any resources that you used to make your

decisions.

Submission Instructions

Click on the

Submit

button in the Toolbox to up

load your completed assignment

by

Sunday of Week 4.

Grading Criteria

·

Completeness (all the deliverable requirements have been provided): 0

-

45 points

·

Evidence of critical thought and research: 0

-

35 points

This is an individual assignment.

In the first week you were asked to assess your appetite for risk and investment in the

U.S. equity market using fictitious $1,000,000. In this assignment you are asked to

create a portfolio of 5 U.S. - listed stocks. Below you will be given specific objectives for

your portfolio. You will refer to this initial stock portfolio throughout this course. Select

carefully and please adhere to the objectives provided in the assignment.

Action Items

1. Select 5 stocks from the industries you identified as likely to be most prosperous in

your Economic and Industry Analysis. Allocate a fictitious $1 million among these stocks

to your portfolio ranked according to the following portfolio management goals:

a. Invest in "proven" large cap equities (stocks), generally with market capitalizations

over $1 billion.

b. Diversify in different industries with no more than one investment in a specific sector.

c. Maintain the principal of the investment.

d. Provide dividend income.

2. List your stocks according to the table below:

Industry Stock Ticker Symbol Market

Capitalization

Dividends

3. Write a 2-3 page summary justifying your selections. List your stocks and address all

criteria listed in the above action item. Cite any resources that you used to make your

decisions.

Submission Instructions

Click on the Submit button in the Toolbox to upload your completed assignment by

Sunday of Week 4.

Grading Criteria

 Completeness (all the deliverable requirements have been provided): 0 - 45 points

 Evidence of critical thought and research: 0 - 35 points