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For Answer all the points and i want every point to have minimum of 4-5 lines each There are eleven assesments Final Project Case Study
For Answer all the points and i want every point to have minimum of 4-5 lines each
There are eleven assesments
Final Project Case Study on Investment Strategies Background You are currently 45 years of age. A wealthy uncle died and left you $2 million dollars to invest. The stipulation of the will was that the money must be invested wisely so that by the time that you retire at age 65 the original investment will have doubled. If you do not double the amount of investment within this time frame you will need to give any money that you have made to his favorite charity including the original million dollars. If you lose money then you will need to make up the difference and forfeit the money in its entirety to his favorite charity. So you could stand the possibility of losing all of the original money given to you by your wealthy uncle. The other stipulation of this bequeath is that your investments must be all market related which includes equities of any kind as well as debt instruments or other market related investments. You cannot buy properties or commodities such as gold. As a special incentive if you achieve the additional $2 million dollars before you retire you can take the dividends or bond coupon proceeds until you retire. The last stipulation includes that you need to develop this initial investment plan within two weeks and present this to the law firm representing your uncle's estate. The investment plan should include the following. Investment Strategy: You need to state your investment philosophy which would include your willingness to take on risk as well as risk aversions. The investment plan should include no less than15 stocks. Included in your stock selection should be the following assessments: . Stock classification i.e. energy, utilities, conglomerates, transportation, health care, financial services, technology, communications, etc. You will need to include the stock name and ticker symbol, last market price, 52 week price range, dividend and dividend yield as well as price earnings ratic (P/E) and market beta. With this data describe why you have selected the stocks that you did History of past performance of the stock which would include the past three to five years of stock performance as well as any stock splits that have occurred
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