Question
Hello! I need help on this question. Thank you very much!!! References are needed. Portfolio is created on 14th March 2022 ( RISK MANAGEMENT )
Hello! I need help on this question. Thank you very much!!! References are needed.
Portfolio is created on 14th March 2022 (RISK MANAGEMENT)
Tesla Inc. (TSLA)
No. of Shares:589 Basis(Price):$766.37 as of 14th March 2022
Apple (AAPL)
No. of Shares:? Basis(Price):$150.62 as of 14th March 2022
Alphabet Class A (GOOGL)
No. of Shares:? Basis(Price):$2,519.02 as of 14th March 2022
Microsoft Corp. (MSFT)
No. of Shares:? Basis(Price):$331.01 as of 14th March 2022
1. Trading philosophy: (2 marks)
Give an overview of your philosophy to form the portfolio. You should identify yourself as a value or growth investor or a mixture of both. Provide brief definitions for value/growth investing.
2. Portfolio Construction
Present your initial portfolio, including information on why you have invested in the stocks in your initial portfolio (three stock selection for Portfolio).
- The overall market and macroeconomic condition (2.5 marks)
- Industry consideration and/or diversification, specific stocks strengths/positive prospects (2.5 marks)
Please help me answer point 1, point 2 parts a & b as well as th eportfolio par which i drafted out for you. Provide how many number of shares you think is appropriate for each stock given the current economic situation as of 14th March 2022.
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