Stock Investments Begin with the Investment data sheet and copy it to your workbook Investor Profiles - The problem requires you to create an optimal stock portfolio for two different investors. Investor 1 is young and has a long time until retirement, she is willing to take risks in order to maximize her return. The investor wants you to invest S500,000 on her behalf and have provided you with the following requirements The portfolio beta cannot exceed 1.25 The portfolio P/E Ratio must be between 15 and 25 The portfolio Safety score must be less than or equal to 3.5 The portfolio 2014,2013 EPS growth rate must be at least 15% The portfolio dividend yield must be at least 1.5% The portfolio earnings predictability and price growth persistence scores must both a. b. c. d. e. f. e greater than 50 g. The maximum invested in any one stock cannot exceed $100,000 Investor 2 is older, more conservative and has less time until retirement, he wants to limit risk be minimizing the beta value of his portfolio. The investor wants you to invest $500,000 on her behalf and have provided you with the following requirements: a. The minimum required annual return is $50,000 b. The portfolio P/E Ratio must be between 10 and 20 c. The portfolio Safety score must be less than or equal to 2 d. The portfolio 2014,2013 EPS growth rate must be at least 12% e. The portfolio dividend yield must be at least 396 f. The portfolio earnings predictability and price growth persistence scores must both be greater than 60 g. The maximum invested in any one stock cannot exceed $100,000 Stock Investments Begin with the Investment data sheet and copy it to your workbook Investor Profiles - The problem requires you to create an optimal stock portfolio for two different investors. Investor 1 is young and has a long time until retirement, she is willing to take risks in order to maximize her return. The investor wants you to invest S500,000 on her behalf and have provided you with the following requirements The portfolio beta cannot exceed 1.25 The portfolio P/E Ratio must be between 15 and 25 The portfolio Safety score must be less than or equal to 3.5 The portfolio 2014,2013 EPS growth rate must be at least 15% The portfolio dividend yield must be at least 1.5% The portfolio earnings predictability and price growth persistence scores must both a. b. c. d. e. f. e greater than 50 g. The maximum invested in any one stock cannot exceed $100,000 Investor 2 is older, more conservative and has less time until retirement, he wants to limit risk be minimizing the beta value of his portfolio. The investor wants you to invest $500,000 on her behalf and have provided you with the following requirements: a. The minimum required annual return is $50,000 b. The portfolio P/E Ratio must be between 10 and 20 c. The portfolio Safety score must be less than or equal to 2 d. The portfolio 2014,2013 EPS growth rate must be at least 12% e. The portfolio dividend yield must be at least 396 f. The portfolio earnings predictability and price growth persistence scores must both be greater than 60 g. The maximum invested in any one stock cannot exceed $100,000
