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
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Term Paper and Spreadsheet in Excel
Invest $100,000 in twenty different enterprises with “funny” money. In eleven distinct fields:
1. Communication and technology
2. Biomedical research
Transportation, entertainment, and consumer goods are the next three items on the list.
7. Soft drinks 6. Apparel
Communication is number eight.
Pharmaceuticals are number nine.
10. Energy (oil and gas)
The following are the minimum prerequisites for a Portfolio analysis:
1. Display your investments in a portfolio of twenty (20) well-diversified equities.
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
