Establish a portfolio of $5$ stocks that trade on either the TSX in Canada, or on the NYSE and$/$or NASDAQ in the United States. Choose at least one company from Canada and at least one company from the United States. For the purposes of this assignment, assume that the exchange rate between the Canadian dollar and the U$.$S$.$ dollar is CAD$$1=$ USD$$0\mathrm{.}74($or U$$1=$ C$$1\mathrm{.}35).$

Prepare a Report and address the following points about the specific companies that you have chosen and the overall portfolio structure.

$1.$ Companies chosen: $[10$ marks$]$

$-$ choose at least $3$ different sectors of the economy

$-$ for each of the stocks, provide a summary about the company:

o the product or service that generates its revenue

o where $($geographically$)$ it generates its business

o its main competitors

o the liquidity of the stock, i$.$e$.$ analysis of trading volumes

o current stock price, as well as $52-$week high and $52-$week low

o dividend payment $($amount$)$ and dividend yield

o market capitalization $($market cap$)$

o P$/$E ratio, EPS

$2.$ Overall portfolio: $[10$ marks$]$

$-$ Your group have CAD $$120,000$ to construct a Portfolio.

o display a statement on a spreadsheet, showing the five companies chosen plus a cash account

o for each of the stocks, indicate the number of shares purchased, the price per share paid, the total market value of each of the stocks, the percentage of the portfolio that it represents, the annual dividend per share and its corresponding yield, the EPS and the P$/$E ratio

o ensure that the market value of each individual stock does not exceed $30\%$ of the total value of your portfolio. Also, the minimum amount invested in any stock will be $10\%$ of the value of the portfolio. Also, have a cash balance of at least $2\mathrm{.}5\%.$

o use closing prices as instructed by your Instructor of your groups stocks when constructing initial portfolio.

Marking will be based on completeness of each point described above, presentation and accuracy.