Term Paper and Excel Spreadsheet
Invest $100,000 of “funny” money in twenty different companies. In ten different industries:
- Technology and communications
- Biomedical
- Transportation
- Entertainment
- Consumer goods
- Apparel
- Soft drinks
- Communications
- Pharmaceuticals
- Oil & gas
The minimum requirements for the Portfolio analysis:
- 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
