Investment Portfolio Analysis

Term Paper and Excel Spreadsheet

Invest $100,000 of "funny” money in twenty different companies. In ten different industries:   

1. Technology and communications

2. Biomedical

3. Transportation

4. Entertainment

5. Consumer goods

6. Apparel

7. Soft drinks

8. Communications

9. Pharmaceuticals

10. Oil & gas

 

The minimum requirements for the Portfolio analysis:

 

1. Show your investments in twenty (20) well DIVERSIFIED investments.

2.Please indicate the industry or the specific section (i.e. gold, oil & gas, technology, entertainment, transportation, consumer goods, bio-technology, pharmaceuticals, etc.) that each investment represents.

3.The TOTAL Dollar amount of return (Profit/Loss) from 2/28/2022 until 3/25/2022.

4.The percentage return.

5.Specify the holding period or duration of the investments in the portfolio.

6.Show the percentage return calculated in the above item number 4 on an annualized basis.

***THE ABOVE CALCULATIONS MUST BE SHOWN IN EXCEL***

Please summarize your findings in a 4-6 page APA formatted paper and explain how this data analysis could benefit companies. Be sure to provide good examples using the textbook and the internet.

Stock Categories

Technology & Communications

Apple (APPL) - $5,000

Meta (FB) - $5,000

Biomedical

Novavax (NVAX) - $5,000

Vertex Pharmaceuticals (VRTX) - $5,000

Transportation

CSX Corporation (CSX) - $5,000

Norfolk Southern (NSC) - $5,000

Entertainment

Netflix (NFLX) - $5,000

Disney (DIS) - $5,000

Consumer Goods

Procter & Gamble (PG) - $5,000

Costco (COST) - $5,000

Apparel

Nike (NKE) - $5,000

Lululemon (LULU) - $5,000

Soft Drinks

The Coca-Cola Company (KO) - $5,000

PepsiCo, Inc (PEP) - $5,000

Communications

AT&T, Inc. (T) - $5,000

Verizon Communications, Inc. (VZ) - $5,000

Pharmaceutical

Pfizer, Inc. (PFE) - $5,000

Merck & Co. Inc (MRK) - $5,000

Oil and Gas

Chevron Corporation (CVX) - $5,000

Exxon Mobil Corporation (XOM) - $5,000