Thursday of Week 13, November 28 to calculate your returns. What is the final market value of your portfolio (including dividends received and added to non-interest earning cash)? If the final market value of your portfolio is less than $1,000,000, your portfolio lost money. Provide a graph of the daily stock prices (high, low, and closing) for each of your stocks. Include the volume on each graph, with the scale shown on the right side of the graph. Be sure to label the graphs! Provide a graph of the value of your portfolio and the value of the closing S&P 500 if $1,000,000 were invested in that initially. This is the normalized value. By normalized, you have scaled the S&P 500 closing prices so that its price on the first day ($1,000,000) is the same as the portfolios closing price on that first day. Recommend for or against the inclusion of each of these stocks in the portfolio and defend your recommendation.

Calculations: Use the closing price of your stocks on Thursday of Week 13, November 28

1. Report the purchase and sale price of your stocks from the beginning and end of the semester along with any dividends you might have received. Calculate the buy-and-hold return of each stock [(MV_end MV_beginning + DIV) / MV_beginning] and the buy-and-hold return on your portfolio.

2. Determine the final market value of your portfolio (including dividends received). If the final market value of your portfolio is less than $1,000,000, your investment lost money.

3. Calculate the market value of a. Your portfolio for each day (including cash). I suggest that you do this by adding up the daily closing market values of your assets held and the cash you hold, including the total dividends received up to date. b. The S&P 500 index portfolio over this same period assuming you keep the same amount in cash. We are using the S&P 500 index as our proxy for the market.

4. Plot the daily market value of your portfolio and the daily market value of the S&P 500 using your calculations in #3.

5. Using the market values you calculated in #3, calculate the daily returns (percent) for a. your portfolio b. The S&P 500 index portfolio.

6. Using your calculations in #5, calculate a. The average daily return and the standard deviation of daily returns for both the S&P 500 index and your portfolio. b. your portfolios beta by calculating the convariance of your portfolios daily returns with the S&P 500s daily returns and dividing that by the variance of the S&P 500.

7. Comment on the individual and portfolio returns and on any information/events (market-wide or firm-specific) that may have contributed to the performance of your stocks.

8. From your calculations, if you held the S&P 500 instead of your stocks, how much money would you have ended up with? Would you have been better or worse off to hold the index? Analyze the reasons for any differences.

9. Based on your calculations for standard deviation and beta, how risky was your portfolio compared to the index? Again, analyze the causes of the differences.

10. Would you choose to sell any of your stocks or would you want to keep holding them? What will you tell the investment committee?

		Price			Price
Stock	No. of Shares	1/11/2019	Total Investment	Portfolio Allocation	28/11/2019
Exxon Mobil, XOM	1,300	$86.91	$112,983.00	11%	$77.24
Apple, AAPL	1,300	$175.28	$227,864.00	23%	$174.14
Starbucks, SBUX	1,800	$60.00	$108,000.00	11%	$59.43
McDonalds, MCD	1,300	$173.37	$225,381.00	23%	$161.62
Coca Cola Bottling, COKE	1,100	$203.96	$224,356.00	22%	$172.36
Total Investment			$898,584.00	90%
Cash Position			$101,416.00	10%
Total Amount			$1,000,000.00