Finance homework week6 help

Running head: INITIAL INVESTMENT PORTFOLIO 1

INITIAL INVESTMENT PORTFOLIO 5

Abstract

This paper will discuss a total of six (6) stocks that we learned about in the previous assignment that are from two (2) different industries. The chosen industries are the automobile, and the pharmaceutical, both of these industries are talked about quite frequently for one thing or another. The paper will also address issues, current events, the objective of the portfolio, and growth of these stocks, and industries and touch on where income comes into play. Sources that will be used to derive information from are sites such as Wall Street Journal (WSJ), Yahoo Finance, Bloomberg, Fidelity, and miscellaneous other sites. Some definitions of the words that will be used frequently throughout this paper are stocks is a type of security usually to show ownership of a company and various other uses. Short-term security are investments that a company makes on a short time frame. Bonds are a type of debt where a company would loan money out to another entity. Cash is money or a note that companies spend, earn, or lose. Portfolio is the mix of investments that can provide money for the company. Industry is the a group of organizations or companies that produce a good, or a product to sell to the general public. Benchmark is the standard which can be used to measure a security in the portfolio. 

Keywords: Industry, Stock, Bonds, Cash, Portfolio, Short-term Security, and Benchmark

This portfolio will have mixture of bonds, short-term securities, and stocks and will be based on growth strategies. The style that will be using is somewhat of a passive/aggressive one. With the automobile industry it will be a more aggressive nature as these have a high income to sustain that type of strategy. The pharmaceutical industry will be using a passive/aggressive nature as well. 

I will use the S&P 500 to judge the portfolio with in this instance. The six stocks chosen are (F) Ford Motor Co. , (TM) Toyota Motor Corp., and (FCAU) Fiat Chrysler for cyclical. The other three (3) are from a non-cyclical industry and they are Valeant Pharmaceutical International, INC, Pfizer, INC (PFE), and last but not least (LLY) Eli Lilly and Company. 

Conclusion

In ending this paper I know that I did not touch on some of the bullet points listed in the instructions. I do not know enough to be able to provide the lists, determine, or describe what is asked. Going forward it is my intent to seek that knowledge and hopefully receive some web sites, articles, or page numbers from the textbook from you. I have spent 5 days hovering over this and it is at a point I would love some guidance and direction from you as to where I could find the knowledge needed so that my papers from here in out are as close to the point as required by you. 

References