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 study's question with a recommendation.

A friend has confided in you that they have recently inherited a moderately sized investment portfolio from a relative. They don't 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 for the entire portfolio.

In this paper, refer to the investment schedule that is available to downloadhere. 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?

+ BU55111-Unit 4 Data sheen l Sheeta | Current Current M Egannee w Wei ted DEL! 0' M mm ML\"! Mll'k m m m mus Investment Corn Name gm W} Price Value Interest Yield Factor Yield Common stock Altria M0 119 50,20 [__] USS 247,00 [__] [__] [__] Common stock ATET T 173 32,65 [4 U55 325,00 [4 [_'l [4 Common stock Chevron CVX 26 104,93 [__] USS 111,00 [__] [__] [__] Common stock Coca Cola KO 59 40,55 [__] USS 77,00 [__] [__] [__] Common stock Duke Energy DUK 65 76,73 [__] USS 206,00 [__] [__] [__] Common stock Johnson a Johnson JNJ 31 100,60 [4 USS 66,00 [_] [4 [_] Common stock McDonald; MD 52 97,44 [__] USS 176,00 [__] [__] [__] Common stock Pepsi Cola PEP 17 95,61 [_] US$ 44,00 [_] [_] [_] Common stock Phlllp Morris Intl PM 70 75,33 [_] uss 230,00 [_] [_] [_] Common stock Proctor & Gamble PG 52 31,94 [__] USS 133,00 [__] [__] [__] 0 Total Portfnllo Market Value Q Welghte Averatge Yield: [4 Nothing selected. Select an ohiect in Format