1.
I would like you to explore two stocks of those we DID NOT cover in class during the last period.
Go to Yahoo finance, or Google finance, or WSJ and explore their pattern in different time horizons, look for a year, from YTD, last 6 & 3 months, last month...
use the info from Summary and Chart in Yahoo Finance. See the graph as a line graph and also as a Candle graph. Explain the graphs you see as clear and detailed as possible.
2.
Then Download the daily Historical data from the beginning of November 2020 and use the closing price to do your own analysis.
Evaluate the dollar changes from a day to a day, the proportional changes, the percent changes (for the percent changes use BOTH formulas you learned) and the cumulative percent changes. Discuss your information that you calculated. Make the graphs of these and discuss them.
I would like to see line graphs for the time interval of the information you have as well as XY scatter graphs for the relations. Insert a linear trend line when it is important. Evaluate the mean, variance, covariance, correlation and standard deviation using BOTH the excel function as well as the mathematical formula I showed you. Discuss your findings. I do not want you just to do it, but also to explain it. Before you start writing audio tape your explanations and listen to them.
3.
Develop a portfolio of these two stocks you had chosen.
Evaluate your portfolio from 0 to 100% composition of each stock with 10% interval increment.
Evaluate the portfolio expected return, (weighted average) and the portfolio expected risk (weighted standard deviation) while you should explain the way and reason of weighted average and weighted variance.
EXAMPLE:
C D M N D P U V W 1 0.00% 0.0000 AZN MRNA 2 $ EXP PRI $ 54.36 $103.02 3 STD $ 1.76 5 30.25 4 XCP VARIAL 3.051 914.974 5 EXP COMMC -16.42R 6 CORR 0.58% H AZN MANA EXP PRI 2.13% 2.94% STD 0.00% 0.00% EXCP VARIA 0.00000 0.0000 EXP COMMC 0.000 CORR DIV/0 DIV/01 ROIV/01 $ 58.02S 159.52 10.0% Max M 9 10 11 12 AZN MRNA 1.0213355 1.0293548 portfolio composition O RISK Portfoli O STD DEV Portfolio Variance Portfolio Expected Return 2.94% 51 $ 67 AZN MRNA AZN MRNA AZN MANA MRNA WAN) WIMRNA) 69 11/3/20 S 103 2.1% 2.9% 11/3/20 0% 0.0% 100.0% 0.0% 52 $ 55 $ 55 5 70 11/4/20 0% 10.0% % 0.0% 0.2% 71 11/3/20 11/4/20 11/5/20 11/5/20 11/9/20 DON 11/5/20 11/6/20 0.0% 56 $ 72 D.O. 0.0% 0.0% 54 $ 78 0.0% 11/4/20 11/5/20 11/6/20 11/9/20 11/10/20 11/11/20 11/12/20 11/13/20 0.0000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 57 $ 75 11/9/20 11/10/20 11/11/20 11/12/20 11/13/20 0.0% 82 11/10/20 11/11/20 11/17/20 0.0% % 0.0% 0.0% 57 0.09 0.0% 89 0.0% 57 $ 56 $ 0.0% 11/16/20 11/17/20 555 11/13/20 11/15/20 11/17/20 11/1R/20 11/19/20 DON 13 11/2/20$ 14 11/3/20$ 15 11/4/20 $ 16 11/5/20 17 11/6/20$ 18 11/9/20$ 19 11/10/20$ 20 11/11/20$ 21 11/12/20$ 22 11/11/20$ 23 11/16/20 $ 24 11/17/20 25 11/12/20$ 26 11/19/20$ 27 11/20/20 $ 28 11/23/20 29 11/24/20 $ 30 11/25/20$ 31 11/27/20$ $ 32 11/30/20 33 12/1/20 12/2/20$ 2 35 12/3/20$ 36 12/4/20$ 37 12/7/70 0.00% 98 11/16/20 93 11/17/20 80 11/18/20 93 11/19/20 98 11/20/20 101 11/23/20 54 $ 54 $ 11/10/20 11/19/20 55 $ 55 5 11/20/20 11/23/20 11/24/20 90 53 $ 109 53 $ 11/20/20 11/23/20 11/24/20 11/25/20 11/27/20 11/30/20 13/1/20 11/24/20 11/25/20 11/27/20 11/30/20 17/1/ 127 11/25/20 11/27/20 11/30/20 12/1/20 535 153 141 53 S 53 $ 53 $ 143 12/2/20 157 12/2/20 12/3/20 12/4/20 12/7/20 12/2/20 12/3/20 12/4/20 12/7/20 12/3/20 12/4/20 545 153 54 $ 160 12/7/20 FIB C D M N D P U V W 1 0.00% 0.0000 AZN MRNA 2 $ EXP PRI $ 54.36 $103.02 3 STD $ 1.76 5 30.25 4 XCP VARIAL 3.051 914.974 5 EXP COMMC -16.42R 6 CORR 0.58% H AZN MANA EXP PRI 2.13% 2.94% STD 0.00% 0.00% EXCP VARIA 0.00000 0.0000 EXP COMMC 0.000 CORR DIV/0 DIV/01 ROIV/01 $ 58.02S 159.52 10.0% Max M 9 10 11 12 AZN MRNA 1.0213355 1.0293548 portfolio composition O RISK Portfoli O STD DEV Portfolio Variance Portfolio Expected Return 2.94% 51 $ 67 AZN MRNA AZN MRNA AZN MANA MRNA WAN) WIMRNA) 69 11/3/20 S 103 2.1% 2.9% 11/3/20 0% 0.0% 100.0% 0.0% 52 $ 55 $ 55 5 70 11/4/20 0% 10.0% % 0.0% 0.2% 71 11/3/20 11/4/20 11/5/20 11/5/20 11/9/20 DON 11/5/20 11/6/20 0.0% 56 $ 72 D.O. 0.0% 0.0% 54 $ 78 0.0% 11/4/20 11/5/20 11/6/20 11/9/20 11/10/20 11/11/20 11/12/20 11/13/20 0.0000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 57 $ 75 11/9/20 11/10/20 11/11/20 11/12/20 11/13/20 0.0% 82 11/10/20 11/11/20 11/17/20 0.0% % 0.0% 0.0% 57 0.09 0.0% 89 0.0% 57 $ 56 $ 0.0% 11/16/20 11/17/20 555 11/13/20 11/15/20 11/17/20 11/1R/20 11/19/20 DON 13 11/2/20$ 14 11/3/20$ 15 11/4/20 $ 16 11/5/20 17 11/6/20$ 18 11/9/20$ 19 11/10/20$ 20 11/11/20$ 21 11/12/20$ 22 11/11/20$ 23 11/16/20 $ 24 11/17/20 25 11/12/20$ 26 11/19/20$ 27 11/20/20 $ 28 11/23/20 29 11/24/20 $ 30 11/25/20$ 31 11/27/20$ $ 32 11/30/20 33 12/1/20 12/2/20$ 2 35 12/3/20$ 36 12/4/20$ 37 12/7/70 0.00% 98 11/16/20 93 11/17/20 80 11/18/20 93 11/19/20 98 11/20/20 101 11/23/20 54 $ 54 $ 11/10/20 11/19/20 55 $ 55 5 11/20/20 11/23/20 11/24/20 90 53 $ 109 53 $ 11/20/20 11/23/20 11/24/20 11/25/20 11/27/20 11/30/20 13/1/20 11/24/20 11/25/20 11/27/20 11/30/20 17/1/ 127 11/25/20 11/27/20 11/30/20 12/1/20 535 153 141 53 S 53 $ 53 $ 143 12/2/20 157 12/2/20 12/3/20 12/4/20 12/7/20 12/2/20 12/3/20 12/4/20 12/7/20 12/3/20 12/4/20 545 153 54 $ 160 12/7/20 FIB
