Question
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:
- 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]
- 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:
- Equity Name. Ticker, Date, price. 10-year annualized return [5 marks]
- 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
Get Instant Access to Expert-Tailored Solutions
See step-by-step solutions with expert insights and AI powered tools for academic success
Step: 2
Step: 3
Ace Your Homework with AI
Get the answers you need in no time with our AI-driven, step-by-step assistance
Get Started