Question
use these companies to give following Enbridge Inc (ENB.TO) Royal Bank of Canada (RY.TO) Canadian National Railway Company (CNR.TO) Thomson Reuters Corporation (TRI.TO) Loblaw Companies
use these companies to give following
Enbridge Inc (ENB.TO) |
Royal Bank of Canada (RY.TO) |
Canadian National Railway Company (CNR.TO) |
Thomson Reuters Corporation (TRI.TO) |
Loblaw Companies Limited (L.TO) |
Intact Financial Corporation (IFC.TO) |
TFI International Inc (TFII.TO) |
TELUS Corporation Inc (T.TO) |
Shopify Inc (SHOP.TO) |
Enghouse Systems Limited (ENGH.TO) |
You are taking the role of an investment planner in this exercise. This will involve choosing stocks and estimating their value, buying mutual funds, and understanding what choices you need to make and what behavioral biases you may exhibit. Your hypothetical portfolio will start off with CAD 1,000,000 (one million Canadian dollars). Clearly explain why you chose these companies. What sources of data you will use. This should be as detailed as possible. This might include specific websites, databases, or other research sources. Five mutual funds that you want to include in your portfolio. These can be any fund that is available in Canada. Clearly explain why you chose these funds using these names, RBC Bond Fund , Scotia Wealth Global Real Estate Pool Pinnacle, T.D. Comfort Balanced Portfolio Investor Series, P.H. & N U.S Multi-Style All Cap Equity Fund 0 and Mawer International Fund.An estimate of the beta of one of the chosen stocks. Estimate this yourself, using the tools discussed, and compare it with an estimate that you find online.A valuation of three of the 10 chosen companies, using the Dividend Discount Model. Make sure to clearly explain your assumptions and the sources of data used. A summary of your asset allocation, including a chart and a justification for why the allocation suits your client. You can allocate the $1,000,000 between the 10 stocks and 5 mutual funds and A description how the fund performed over the past 12 months. This is a unique opportunity to look at performance without having had to hold the assets. This may include some qualitative discussions (such as any news which might have affected prices), but should also include quantitative measures such as Sharpe ratio and a comparison to an appropriate benchmark. Include a chart with the performance of your portfolio and of the benchmark on the same axes.
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