A friend has confided in you that they have recently inherited a moderately sized investment portfolio from a relative. They don't know what do with the assets, if anything. The friend comes to you for advice. Your immediate advice, of course, is for your friend to seek professional advice from a tax expert as well as a financial adviser. Your friend persists, however, and asks how the investment returns of the portfolio compare to other investments. You agree to review the portfolio and calculate the yields of each investment as well as determine the weighted average yield for the entire portfolio.

In this paper, refer to the investment schedule that is available to downloadhere. For your quantitative analysis compute the current market value of each security position of the portfolio, calculate individual yields based on current market pricing, and determine the weighted average factor and the weighted average yields.

• Explain the basis upon which you determined the weighted average yield.
• Explain the difference between a yield that is based on cost, as opposed to one that is based on current market value. What would be the different uses of both?
• What non-quantitative observations can you make about the portfolio?

Papers will be assessed on the following criteria:

• The computed solutions for: (a) The current market value of each security position of the portfolio, (b) Individual yields based on current market pricing, ( c) The weighted average factor, and (d) The weighted average yields are provided.
• An explanation of how the weighted average yield was determined.
• An explanation for the difference between a yield that is based on cost, as opposed to one that is based on current market value. The explanation discussed the different uses of both.
• Non-quantitative observations about the portfolio are provided

Portfolio Type of Stock Position Current Current Estimated Estimated Weighted Weighted Investment Company Name Symbol (# of Market Market Dividend Current Average Average shares) Price Value Interest Yield Factor Yield Common stock Altria MO 119 50.04 $247.00 Common stock AT&T T 173 32.09 $325.00 Common stock Chevron CVX 26 125.82 $111.00 Common stock Coca Cola KO 59 54.33 $77.00 Common stock Duke Energy DUK 65 87.68 $206.00 Common stock Johnson & Johnson JNJ 31 128.84 $86.00 Common stock Mcdonalds MCD 52 214.31 $176.00 Common stock Pepsi Cola PEP 17 130.74 $44.00 Common stock Philip Morris Intl PM 70 86.75 $280.00 Common stock Proctor & Gamble PG 52 113.85 $133.00 CCCCCCCCCC CCCCCCCCCC CCCCCCCCCC 0 Total Portfolio Market Value Weighte Averatge Yield