Answered step by step
Verified Expert Solution
Link Copied!

Question

1 Approved Answer

a. Plot the price history of your four stocks from Task 6 for the 5 year period and the price history of your 4-stock portfolio

image text in transcribed
image text in transcribed
image text in transcribed
image text in transcribed
a. Plot the price history of your four stocks from Task 6 for the 5 year period and the price history of your 4-stock portfolio for the same period. The portfolio value is the weighted average of the individual stock prices. You will use weight by share, not weight by value (pay attention to the note on the Task 7 Data worksheet). Ensure that the names of the companies appear at the top of each column instead of the generic labels (Stocki,Stock 2, etc.) $ % .0 .00 123 - Arial 10 B I S A . E n fx a ? 100% Task 7a (4 stocks) Price x W by Share Apple Inc. (APPL) Price x W by Share Price x Wt by Share Portfolio Value $117.75 Task 7a (4 stocks! National Gaming Ing. Price x W Date (PENN) by Share Feb-15 $15.15 Mar 15 $14.57 Apr-15 $14.96 May-15 $15.47 Jun-15 $17.07 Jul 15 $17.75 Aug-15 $16.89 Sep-15 $15.61 Oct-15 $16.61 Nov-15 $14.84 Dec-15 $14.90 Jan-16 $13.14 Feb-16 $12.87 Mar-16 $15.53 Apr-16 $15.00 May.16 $14.58 Jun-16 $12.98 Jul 16 $13.97 Aug-16 $13.19 Sep-16 $12.62 Oct-16 $12.03 Nov.16 $12.35 Dec-16 $12.83 Jan-17 $12.82 Feb.17 $13.46 Corpora tion (MSFT) $39.26 $36.66 $43.86 $42.25 $40.07 $42.38 $39.50 $40.43 $48.09 $49.65 $51.02 $50.67 $46.79 $51.16 Corporat lon (COST) $129.28 $138.02 $130.33 $130.26 S123.38 $132.74 $127.94 $132.43 $144.85 $147.87 5148.32 $138.70 $114.51 $115.17 $119.89 $115.91 $112.09 $104.35 $102.39 $110.93 $109.82 $98.13 $90.75 $90.14 $102.16 $87.86 $93.60 $90.15 $98.27 $100.06 $107.19 $107.65 $104.79 $110.38 $115.65 $130.55 $46.19 $49.09 Change head Do this for all $47.73 $52.87 $53.60 $54.06 $56.24 $56.56 $58.72 $61.09 $60.46 $137.79 $145,12 $136.41 $137.41 $145.05 $154.45 $149.71 $141.24 $136.94 $139.02 $148.74 $152.30 $164.59 Task 7a Data (4 Stocks) - Copy of Task 7 Data (4 Stocks) - Task 7 Chart (4 Stocks) Weights (by share) Stock A 20.00% Stock B 23.33% Stock C 26.67% Stock D 30.00% 300/1500 = Note: The value (price) of the portfolio is a weighted average of the to prices of the component stocks. However, we're using a different way compute the weights for this task. In Task 6 we used "weight by value For Task 7 we're using 'weight by share". The weight of each stock is the number of shares divided by total number of shares in the portfolio (1500). This provides consistent weights throughout the time span in question TDOOR Last edit was 6 hours ago n File Edit View Insert Format Data Tools Add-ons Help r 7 100% $ % .0 .00 123 Arial Task 6 10 - BI & AS. fx CDEF Task 6 Stock PENN National Gaming, Inc. (PENN) Microsoft Corporation (MSFT) Apple Inc. (APPL) Costco Wholesale Corporation (COST) Expected Portfolio Return for Upcoming 60 months Sept19 Closing Price 1 Initial # of Stock Weight (by Expected Shares Price Initial Value value) Return (0) Weighted 300 $18.63 $5,589.00 2 % 20.90% 0.43% 350 $138.18 $48,363.00 17.78% 32.4867% 5.7761% 400 $222.27 $88,908.00 32.69% 21.3465% 6.9782% 450 $286.88 $129,096.00 47.47% 16.1011% 7.6432% Portfolio Value: $271,956.00 ErP): 20.8281% 8 + 14. MGM - 15. WYNN - 16. QQQ 17. VOO - 18. DIA - Tasba

Step by Step Solution

There are 3 Steps involved in it

Step: 1

blur-text-image

Get Instant Access with AI-Powered Solutions

See step-by-step solutions with expert insights and AI powered tools for academic success

Step: 2

blur-text-image

Step: 3

blur-text-image

Ace Your Homework with AI

Get the answers you need in no time with our AI-driven, step-by-step assistance

Get Started

Students also viewed these Accounting questions

Question

Listen The net present value of an investment is

Answered: 1 week ago

Question

Explain the various techniques of Management Development.

Answered: 1 week ago