Investment project
salma ora
projectpart1.xlsxSheet1
| Intial investement | $1,000,000 | |||||
| large-cap diversified stock portfolio by investing it in five stocks | ||||||
| Investment date | 31-Jan-21 | |||||
| Cost of buying | 10 | |||||
| Stock | closing price Jan 29 | #Shares | Total investment | Beta | Adjusted beta | Reported annual dividend |
| NHI | 64.84 | 1000 | 64840 | 0.95 | 0.969 | $4.41 |
| APAM | 48.4 | 600 | 29040 | 1.9 | 1.606 | $3.08 |
| IBM | 119.11 | 500 | 59555 | 1.23 | 1.157 | $6.52 |
| SAFT | 73.44 | 500 | 36720 | 0.31 | 0.5407 | $3.60 |
| NEE | 80.87 | 7200 | 582264 | 0.17 | 0.446 | $1.54 |
| Total Investment | 772419 | |||||
| Amount held in cash | 227581 |
