Since an Excel spreadsheet and a PPT was already completed on last week's assignment. Can you please update the spreadsheet as mentioned in Step 1. Also, if there are any additional information that needs to be included in the PPT, please update it. For more information, please read below.

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THE SITUATION:You are a Research Analyst working for a top portfolio management firm, "UMUC Portfolio Management" (in no way affiliated with the University of Maryland University College). A high-net-worth client has approached your firm with the objective of finding an analyst qualified to manage their large portfolio. Your firm has selected several of its analysts to develop test portfolios in order identify the best person to manage the portfolio of this rich client. You have been selected by your firm to develop a5-week trial portfolio to present to the client (and class). Because of the importance of this client (and their potentially large investment) your fee for demonstrating superior portfolio selection and management skill will be substantial. The analyst with the best report will become the portfolio manager for this high-net-worth client's portfolio (valued at over $100 million). Your portfolio management report and presentation will be submitted directly to your firm's high-net-worth client with the approval of your firm's Board of Directors. The success of your recommendations will determine the success of your firm in landing this large investor. (It is expected that your portfolio recommendations will not be the same as those reached by other analysts). You should do a market wide financial evaluation to determine the current situation, best investment course, appropriate asset allocation for this important client.

USE THE P6-PRESENTATION DRAFTASSIGNMENT FOLDER FOR ALL WEEKSIXDELIVERABLES

STEP ONE:Update securities prices daily. Prepare an Excel Spreadsheet Investment analysis of Investment Returns. Submit the Investment Returns Analysis to the P6-Presentation DraftAssignment Folder.

STEP TWO:Portfolio Management Project Presentation is 12% of your final course grade. The executive presentation will consist of anarrated PowerPointslide show with approximately thirteen (13) or fourteen (14) slides submitted as an attachment. Thenarratedpresentation will be evaluated on its overall impact.Theportfolio management projectpresentations and written reports are graded separately. To receive full credit, the written assignment and presentation must be submitted no later thanthe end of theWeek 7session. Late papers or presentationswill be reduced by one letter grade per day. Any assignments received more than five days late will not be graded and will receive an automatic failing grade of zero. Your Portfolio Management Presentation will be evaluated based on the following criteria:

Presentation Construction - Depth, style, professional look

Posting position, first posting, early posing, late posting

Professional looking, graphics, effects, text, font size, background

Presentation of strategy, creativity. Discussion of your investments

Interaction with fellow students in presentation week. Respond to questions and comments

Presentation - Clarity, Brevity and Impact

Organization of presentation, clarity

Brevity - concise use of words to discuss results, tables and figures, etc. Sufficient explanation of tables and figures.

Educational value and Impact of your project, demonstrated concepts and ideas related to investments.

Presentation Content - Supporting Research & Quantitative Analysis

Demonstrated understanding of statistics and quantitative methods. Described importance of statistics with formulas, including geometric mean, terminal wealth, std. dev, Beta, R2, alpha, VaR, information Ratio, etc. Demonstrated the utilization of professional analysis and critical thinking.

Asset allocation table, initial and final portfolio weights, industry and sector makeup, portfolio return, etc.

Excel tables, accuracy and appearance; text size, background color, scale, fonts, contrast.

Excel charts; time series charts cumulative wealth, XY charts for CML and SML. Accuracy and appearance, text size, background color, scale, fonts, contrast.

Explanation /discussion to support analysis. Words per page, format. Written support for tables and charts.

Presentation - Specific Recommendations

Recommendations and conclusions, critique your own strategy.

Date 25-Sep-15 24-Sep-15 23-Sep-15 22-Sep-15 21-Sep-15 18-Sep-15 MSFT price $43.94 $43.91 $43.87 $43.90 $44.11 $43.48 Daily return 0.07% 0.09% -0.07% -0.48% 1.45% CSCO price $26.03 $25.41 $25.28 $25.14 $25.54 $25.54 Daily return 2.44% 0.51% 0.56% -1.57% 0.00% Stock MSFT CSCO eBay INTC NVDA Stock price $43.48 $25.54 $26.02 $29.02 $23.29 Amount invested $30,000 $20,000 $15,000 $15,000 $20,000 $100,000 Portfolio weight 0.3 0.2 0.15 0.15 0.2 Shares purchased 689.972401104 783.0853563038 576.479631053 516.8849069607 858.7376556462 Weekly return Annual return 0.4696% 24.418% eBay price $25.33 $25.61 $25.59 $25.61 $25.92 $26.02 Daily return -1.09% 0.08% -0.08% -1.20% -0.38% Current value $30,317.39 $20,383.71 $14,602.23 $14,891.45 $20,274.80 Net profit or loss $317.39 $383.71 -$397.77 -$108.55 $274.80 $469.58 INTC price Daily return NVDA price Daily return $28.81 1.16% $23.61 0.73% $28.48 -0.90% $23.44 1.91% $28.74 0.24% $23.00 0.48% $28.67 -1.68% $22.89 -2.72% $29.16 0.48% $23.53 1.03% $29.02 $23.29 FINC 340 INVESTMENTS PORTFOLIO MANAGEMENT PROJECT Investment Needs Total proposed amount of investment. Purpose Of Investment. Time Horizon For Investment. Risk Appetite Of Investor & Any specific investor is bullish about. Investment Needs ..Cont Any amount to be withdrawal at any point of time. Does return on this investment will serve to any commitment. What are the milestones the investor is proposing out of this investment. Does the investor need regular income from this investment. Creating Portfolio Total Fund Investment (A) 50% in Equity (B) 50% in Debt (Fixed Income) Equity Investment In 10 Stocks From Dow Jones Industrial Average Index. Debt Investment in Government Treasury Bills & Notes. Stock Selection Use of Fundamental Analysis of stock. Use of Technical Analysis of Stock. Understanding Management of the Company and how professional they are in running the business. Each stock performance to be compared with peers and industry performance as well. Stock Selection .. Cont Following Aspects Need to meticulously looked at: (a) Beta of the stock. (b) Latest Dividend Declared. (c') Dividend Yield. (d) Price Earnings Ratio. (e) Earnings Per Share Asset Allocation - Equity Asset Allocation - Debt (Fixed Income) Asset Allocation Strategy The Equity and Debt Investment should be 50% always. In equity investment, if any stock value is declined more than 10%, then an other new stock may be selected from the Dow Index. The existing Industry mix and stock mix to be continued. The overall value of the equity portfolio to be monitored rigorously. Asset Allocation Strategy . Cont Each stock should be invested with $5 Million. In case of debt, as soon as the government securities proposed for investment get matured, new securities to be find out and need to be invested with. The debt investment should always be in the government securities only and it should be deviated at any point of time. Hedging Strategy Opting for Option Contracts - Put options to be properly focused with strike price. Paying premium with rigorous monitoring of portfolio. If a stock value is deteriorated by 10% of its value , may be liquidated and a new stock may be bought. Comaprision of AXP Vs KO Vs DJI Vs HD Vs IBM Vs JNJ Comparison of MCD Vs DJI Vs PFE Vs PG Vs VZ Vs WMT Recommendations Always adhering to 50% Equity and 50% Debt investment policy. A decent return may be reaped out as the stocks selected are performers in their industry. Proper monitoring with suitable strategy from time to time