Serious inquiries only please. Good paper for bachelor level
osvaldo25
excelproject.xlsxSheet1
| Answer | ||||||||
| Month | General Electric. (GE) | Microsoft Corp (MSFT) | S&P 400 | Portfolio | ||||
| Stock Price | Holding period return | Stock Price | Holding period return | Stock Price | Holding period return | Holding period return | ||
| Mar-18 | $ 13.68 | -2.25% | $ 89.39 | -4.22% | $ 1,853.78 | -0.58% | -3.23% | |
| Feb-18 | $ 13.99 | -12.74% | $ 93.33 | -1.31% | $ 1,864.61 | -4.57% | -7.02% | |
| Jan-18 | $ 16.04 | -6.70% | $ 94.57 | 11.07% | $ 1,953.97 | 2.81% | 2.19% | |
| Dec-17 | $ 17.19 | -4.59% | $ 85.14 | 2.14% | $ 1,900.57 | 0.07% | -1.23% | |
| Nov-17 | $ 18.02 | -9.28% | $ 83.36 | 1.19% | $ 1,899.18 | 3.49% | -4.04% | |
| Oct-17 | $ 19.86 | -15.79% | $ 82.38 | 11.67% | $ 1,835.10 | 2.18% | -2.06% | |
| Sep-17 | $ 23.58 | -1.51% | $ 73.77 | 0.16% | $ 1,795.94 | 3.76% | -0.68% | |
| Aug-17 | $ 23.94 | -4.14% | $ 73.66 | 2.85% | $ 1,730.88 | -1.69% | -0.65% | |
| Jul-17 | $ 24.98 | -4.38% | $ 71.62 | 5.47% | $ 1,760.68 | 0.80% | 0.54% | |
| Jun-17 | $ 26.12 | -1.35% | $ 67.90 | -0.74% | $ 1,746.65 | 1.45% | -1.04% | |
| May-17 | $ 26.48 | -5.55% | $ 68.41 | 2.02% | $ 1,721.69 | -0.64% | -1.77% | |
| Apr-17 | $ 28.04 | -2.72% | $ 67.06 | 3.95% | $ 1,732.76 | 0.76% | 0.61% | |
| Mar-17 | $ 28.82 | 0.76% | $ 64.51 | 3.56% | $ 1,719.65 | -0.56% | 2.16% | |
| Feb-17 | $ 28.60 | 0.37% | $ 62.29 | -1.04% | $ 1,729.34 | 2.50% | -0.33% | |
| Jan-17 | $ 28.50 | -5.31% | $ 62.94 | 4.04% | $ 1,687.19 | 1.60% | -0.63% | |
| Dec-16 | $ 30.09 | 2.73% | $ 60.50 | 3.82% | $ 1,660.58 | 2.03% | 3.27% | |
| Nov-16 | $ 29.29 | 5.70% | $ 58.27 | 0.57% | $ 1,627.52 | 7.82% | 3.14% | |
| Oct-16 | $ 27.71 | -0.99% | $ 57.95 | 4.03% | $ 1,509.46 | -2.76% | 1.52% | |
| Sep-16 | $ 27.99 | -5.19% | $ 55.70 | 0.87% | $ 1,552.26 | -0.80% | -2.16% | |
| Aug-16 | $ 29.52 | 0.32% | $ 55.22 | 1.38% | $ 1,564.76 | 0.34% | 0.85% | |
| Jul-16 | $ 29.42 | $ 54.47 | $ 1,559.46 | |||||
| Arithmetic mean | $ 24.37 | -3.63% | $ 70.59 | 2.57% | $ 1,733.62 | 0.90% | -0.53% | |
| Standard deviation | 5.03% | 3.80% | 2.65% | 2.52% | ||||
| Beta | 0.641 | 0.198 | 0.420 | |||||
| Correlation Coefficient | 0.338 | 0.139 | 0.442 | |||||
| Graph representing Return of Stock against each other over a period of time:- | ||||||||
| Charactersticl Line of Apple and S&P 400: | ||||||||
| Month | General Electric (GE) | S&P 400 | ||||||
| Holding period return | Holding period return | |||||||
| Nov-15 | -2.25% | -0.58% | ||||||
| Oct-15 | -12.74% | -4.57% | ||||||
| Sep-15 | -6.70% | 2.81% | ||||||
| Aug-15 | -4.59% | 0.07% | ||||||
| Jul-15 | -9.28% | 3.49% | ||||||
| Jun-15 | -15.79% | 2.18% | ||||||
| May-15 | -1.51% | 3.76% | ||||||
| Apr-15 | -4.14% | -1.69% | ||||||
| Mar-15 | -4.38% | 0.80% | ||||||
| Feb-15 | -1.35% | 1.45% | ||||||
| Jan-15 | -5.55% | -0.64% | ||||||
| Dec-14 | -2.72% | 0.76% | ||||||
| Nov-14 | 0.76% | -0.56% | ||||||
| Oct-14 | 0.37% | 2.50% | ||||||
| Sep-14 | -5.31% | 1.60% | ||||||
| Aug-14 | 2.73% | 2.03% | ||||||
| Jul-14 | 5.70% | 7.82% | ||||||
| Jun-14 | -0.99% | -2.76% | ||||||
| May-14 | -5.19% | -0.80% | ||||||
| Apr-14 | 0.32% | 0.34% | ||||||
| Charactersticl Line of CVS and S&P 400: | ||||||||
| Month | Microsoft Corp. (msft) | S&P 400 | ||||||
| Holding period return | Holding period return | |||||||
| Nov-15 | -4.22% | -0.58% | ||||||
| Oct-15 | -1.31% | -4.57% | ||||||
| Sep-15 | 11.07% | 2.81% | ||||||
| Aug-15 | 2.14% | 0.07% | ||||||
| Jul-15 | 1.19% | 3.49% | ||||||
| Jun-15 | 11.67% | 2.18% | ||||||
| May-15 | 0.16% | 3.76% | ||||||
| Apr-15 | 2.85% | -1.69% | ||||||
| Mar-15 | 5.47% | 0.80% | ||||||
| Feb-15 | -0.74% | 1.45% | ||||||
| Jan-15 | 2.02% | -0.64% | ||||||
| Dec-14 | 3.95% | 0.76% | ||||||
| Nov-14 | 3.56% | -0.56% | ||||||
| Oct-14 | -1.04% | 2.50% | ||||||
| Sep-14 | 4.04% | 1.60% | ||||||
| Aug-14 | 3.82% | 2.03% | ||||||
| Jul-14 | 0.57% | 7.82% | ||||||
| Jun-14 | 4.03% | -2.76% | ||||||
| May-14 | 0.87% | -0.80% | ||||||
| Apr-14 | 1.38% | 0.34% | ||||||
| Portfolio Analysis | ||||||||
| General Electric has performed dismally in the last 21 months when compared to the stock of Microsoft Corp. A portfolio of just the two stocks would have made a loss (negative return) over the same period of time. The benefit of investing in such a portfolio is the diversification of risk when comparing to an individual who has invested in just one stock. The risk of losing the capital has been minimized. One can compare someone who has invested in a portfolio and one who invested in General electric alone. The one with General Electric alone would be in much more losses. The analysis have also helped in justifying the importance of having a diversified portfolio and this is to not only safeguard the risk but also the return. | ||||||||
Comparative Return of General Electric & Microsoft Corp
General Electric. (GE) Holding period return
43160.0 43132.0 43101.0 43070.0 43 040.0 43009.0 42979.0 42948.0 42917.0 42887.0 42856.0 42826.0 42795.0 42767.0 42736.0 42705.0 42675.0 42644.0 42614.0 42583.0 42552.0 -0.0224511807975112 -0.127396377826485 -0.0669544743667667 -0.0459267552533959 -0.0927578615189826 -0.15792264010683 -0.0150712274630142 -0.041390172050259 -0.0438340090650975 -0.0135134461472434 -0.0555364372108619 -0.02718118079515 0.00763793587519791 0.00370359907289827 -0.053053141038987 0.0273081101062683 0.0570447332871857 -0.00988813371431378 -0.0518566310235066 0.00321138900493158 Microsoft Corp (MSFT) Holding period return
43160.0 43132.0 43101.0 43070.0 43040.0 43009.0 42979.0 42948.0 42917.0 42887.0 42856.0 42826.0 42795.0 42767.0 42736.0 42705.0 42675.0 42644.0 42614.0 42583.0 42552.0 -0.0422319465246772 -0.0130513171566784 0.110708413877087 0.021380524007428 0.0119017854754026 0.116660040099913 0.00156315640781228 0.0284731672966295 0.0546930643394563 -0.00737238598033626 0.0201577523415594 0.0394775594300455 0.035624814245893 -0.0103634741082747 0.0403927667487997 0.0381643334686181 0.00567433813007543 0.0402776858205609 0.00868433356886475 0.0137614889423261
Time
Monthly Return
Charasterctic Line (General Electric Vs S&P 400)
-0.0224511807975112 -0.127396377826485 -0.0669544743667667 -0.0459267552533959 -0.0927578615189826 -0.15792264010683 -0.0150712274630142 -0.041390172050259 -0.0438340090650975 -0.0135134461472434 -0.0555364372108619 -0.02718118079515 0.00763793587519791 0.00370359907289827 -0.053053141038987 0.0273081101062683 0.0570447332871857 -0.00988813371431378 -0.0518566310235066 0.00321138900493158 -0.00580818508964337 -0.0457325342763707 0.0280968341076625 0.000731894817763389 0.0349190779794017 0.0218047373520273 0.0375878166019597 -0.0169252788695277 0.00803251939426901 0.0144973833849299 -0.00638865163092404 0.00762364434623318 -0.00560329374212117 0.024982367131147 0.0160245215527106 0.0203131144317735 0.0782134008188358 -0.0275727004496669 -0.00798844551241085 0.003398612340169
Charasterctic Line (Microsoft Corp S&P 400)
-0.0422319465246772 -0.0130513171566784 0.110708413877087 0.021380524007428 0.0119017854754026 0.116660040099913 0.00156315640781228 0.0284731672966295 0.0546930643394563 -0.00737238598033626 0.0201577523415594 0.0394775594300455 0.035624814245893 -0.0103634741082747 0.0403927667487997 0.0381643334686181 0.00567433813007543 0.0402776858205609 0.00868433356886475 0.0137614889423261 -0.00580818508964337 -0.0457325342763707 0.0280968341076625 0.000731894817763389 0.0349190779794017 0.0218047373520273 0.0375878166019597 -0.0169252788695277 0.00803251939426901 0.0144973833849299 -0.00638865163092404 0.00762364434623318 -0.00560329374212117 0.024982367131147 0.0160245215527106 0.0203131144317735 0.0782134008188358 -0.0275727004496669 -0.00798844551241085 0.003398612340169
