In this paper, please discuss the following case study. In doing so, explain your approach to the problem, support your approach with references, and execute your approach. Provide an answer to the case studys question with a recommendation. A friend has confided in you that they have recently inherited a moderately sized investment portfolio from a relative. They dont know what do with the assets if anything. The friend comes to you for advice. Your immediate advice, of course, is for your friend to seek professional advice from a tax expert as well as a financial adviser. Your friend persists, however, and asks how the investment returns of the portfolio compare to other investments. You agree to review the portfolio and calculate the yields of each investment as well as determine the weighted average yield on the entire portfolio. In this paper, refer to the investment schedule that is available to download here. For your quantitative analysis compute the current market value of each security position of the portfolio, calculate individual yields based on current market pricing, and determine the weighted average factor and the weighted average yields. Explain the basis upon which you determined the weighted average yield. Explain the difference between a yield that is based on cost, as opposed to one that is based on current market value. What would be the different uses of both? What non-quantitative observations can you make about the portfolio?

Type of Investment	Company Name	Stock Symbol	Portfolio Position (# of shares)	Current Market Price	Current Market Value	Estimated Dividend/Interest	Estimated Current Yield	Weighted Average Factor	Weighted Average Yield
Common stock	Altria	MO	119	50.20	[___]	$247.00	[___]	[___]	[___]
Common stock	AT&T	T	173	32.65	[___]	$325.00	[___]	[___]	[___]
Common stock	Chevron	CVX	26	104.98	[___]	$111.00	[___]	[___]	[___]
Common stock	Coca Cola	KO	59	40.55	[___]	$77.00	[___]	[___]	[___]
Common stock	Duke Energy	DUK	65	76.78	[___]	$206.00	[___]	[___]	[___]
Common stock	Johnson & Johnson	JNJ	31	100.60	[___]	$86.00	[___]	[___]	[___]
Common stock	McDonalds	MCD	52	97.44	[___]	$176.00	[___]	[___]	[___]
Common stock	Pepsi Cola	PEP	17	95.62	[___]	$44.00	[___]	[___]	[___]
Common stock	Philip Morris Intl	PM	70	75.33	[___]	$280.00	[___]	[___]	[___]
Common stock	Proctor & Gamble	PG	52	81.94	[___]	$133.00	[___]	[___]	[___]
								0
				Total Portfolio Market Value	[___]
								Weighte Averatge Yield:	[___]