Answered step by step
Verified Expert Solution
Link Copied!

Question

1 Approved Answer

Create a data sheet using your assigned S&500 equities and calculate the following metrics: Collect information (Equity Name, ticker, Year, CUSIP, price, Profit, preferred dividend,

Create a data sheet using your assigned S&500 equities and calculate the following metrics:

  1. Collect information (Equity Name, ticker, Year, CUSIP, price, Profit, preferred dividend, common shareholders equity, net income, total shareholders' equity, Total assets, number of shares outstanding, short-term debt, long term debt, other fixed liabilities, dividend payment annual (common and preferred) for years 2022, 2021, 2020, 2019. [20 marks]
  2. Calculate the following formulas and ratios; (Total asset growth, ROE, ROA, Book value, PE ratio, Debt-to-total-equity ratio, has the company undergone any share splits; if so state the date and ratio)

[20 marks]

c) Compare and contrast each company. Explain which equity is the best investment based on the information you have analyzed. Use a detailed analysis with evidence to support your answer. [20 marks]

Use weighted average cost (WAC) for the following:

Select 5 stocks (ones assigned from question 1) and create a portfolio using the weighted average cost method. Ignore dividends or stock splits

You have a budget of $200,500 and you are buying for today's date and return.

Collect and assign the following information for each equity:

  1. Equity Name. Ticker, Date, price. 10-year annualized return [5 marks]
  2. What is the allocation per each equity in terms of dollars (assign your weights)? [15 marks]

c) Create 2 portfolios, which portfolio has a higher return? Support your answer using details. [15 marks]

Step by Step Solution

There are 3 Steps involved in it

Step: 1

blur-text-image

Get Instant Access to Expert-Tailored 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

Recommended Textbook for

Custom Edition For University Of Central Florida From Managerial Accounting

Authors: Karen Wilken Braun, Wendy Tietz

3rd Edition

1269451839, 978-1269451833

More Books

Students also viewed these Accounting questions