FINANCE ASSIGNMENT

Portfolio Projected-related Assignment I Due Date: September 29, 2015

1. Describe the S&P 500 Index and why is it one of the most commonly followed indices?

2. Evaluate the performance of S&P 500 Index over the last 20 years (Calculate the annual rates of return, average annual rate of return and standard deviation over the last 20 years.)

· This problem must be done in Excel

· There are two averages, one is arithmetic mean and the other is geometric mean.

· You can check Chapter 6 in Textbook for definitions and examples.

3. List the sectors of S&P 500 Index

4. Find the historical performance data on S&P 500 Index Sectors over the last 10 years and provide the source

http://www.standardandpoors.com/en_US/web/guest/home

http://finance.yahoo.com

Note:

· Only electronic copy of the assignment should be submitted via email to [email protected] . Please name your file with the title as “your last name – your first name – FIN326 Assignment I”. The hardcopy is not needed.