Equity Analyst Project - Individual Essay

I strongly advocate tactical asset allocation process and diversification over several different income and growth strategies. I believe that risk management and protection of investor's endowment are major objectives. In my portfolio, stocks may occupy a large portion and the

The previous year (2012) was an interesting year for the financial services industry. It can be defined by heightened market volatility, stressed global macroeconomic conditions, increased regulations, and

One of the methods utilized by this company is an asset allocation model, this model offers the clients multiple strategies they can use such as investing in growth fund this plan does not have much payout for the investor and the risk is higher. The next is Income fund

In our analysis, we view the process of asset allocation as a four-step exercise like Bodie, Kane and Marcus (2005). It consists of choosing the asset classes under consideration, moving forward to establishing capital market

over at least the last six years. The recent acceleration in the projected growth rate for

As capital markets analysts, it is our sole duty to ensure the happiness of our clients and investors through rigorous financial models of a particular company’s stock for the purpose of forecasting its future trends, and ultimately leading to a recommendation of whether that particular stock should be bought or sold. In the general sense, a successful long-term investment strategy involves the following characteristics: selecting a comprehensible investment, investing early and taking appropriate risks, establishing a cash-flow plan, making stocks the central focus while also taking into account diversification, and achieving an effective balance by investing in bond funds for a safety net. It is also imperative to use tax advantaged investment

Finally, the last section is the conclusion, which summarizes the report and evaluate of the techniques applied in the analysis.

The purpose of this final finance paper is to provide an analysis of Mr. Bailey’s investment portfolio. I will be discussing the investment risks and returns, diversification, and recommendations for his current portfolio. This will be a detailed analysis based on his stocks, investment property, and potential for expanding and/or modifying his portfolio. In addition, there will be sources provided to support the analysis followed by a spirited and succinct supposition which recapitulates his existing portfolio and any commendations to be made.

The purpose of this report is to prepare financial advice for Owen Money including his financial goals. We are also to have a thorough and effective analysis of the mix of investments that will be used for your clients’ portfolios.

However, while these measures are important, it wouldn’t be prudent to make longer-term investment decisions based on a few statistical measures alone. We need to consider overall investor sentiment and broader economic trends, as well as global markets. Regardless of the magnitude of the recovery going forward, the US will lead the way, in either direction. The graph below illustrates the degree in which major developed markets influenced global real GDP growth over the last several years. The US continues to be the dominant player and we don’t expect that to change anytime soon.

Portfolio I has held on to the uptick in market support it received as the month of August drew to a close. In addition, as of this writing, it has been able to move forward modestly in September, in contrast to most market benchmarks, which have largely treaded water. Accordingly, the portfolio looks to be in a position to post a good return for the third quarter.

Choosing two profitable stocks amongst a myriad of potential alternatives is a daunting task to say the least. In order to narrow my choices from thousands to two, I examined several aspects of companies I was interested in. Among these were, company overview, alpha and beta ratings, price ratios, price charts, and company headlines. After evaluating this information, I chose Intuit INC (INTU) listed on the NASDAQ and Johnson and Johnson (JNJ) listed on the NYSE.

Developed-market economies have been improving incrementally. After going through a soft patch in the first quarter, the U.S. has regained its momentum in job creation, although the quality of those jobs is open to debate. Europe has turned a corner, with GDP expanding modestly and deflation subsiding. Japan is also experiencing a notable uptick in economic activity. Emerging markets, on the other hand, are going through what the World Bank has called a "structural slowdown." This is likely to last for years as a result of a variety of factors including lower commodity prices and a falloff in global trade following the global financial crisis. India appears to be one of the few exceptions, with a first-quarter growth rate that has exceeded

Topics that will be covered in this final portfolio project will include both retirement and nonretirement investment products. For both categories, there is what is known as overconfidence as it pertains to financial literacy along with stock market participation by many investors in ways they may be putting larger amounts of the capital at greater risk than they should be. Strategies for mitigating risk of outliving a retirement portfolio will also be presented along with tax efficient ways to withdraw funds from investment vehicles that are tax-deferred.

The primary role of the research analysts is to study the publicly traded companies and pass recommendations based on their financial securities, future growth potentials, and profit generation potentials. These recommendations influence economic activities in the contemporary industries. For instance, such recommendations can affect stock prices, especially if they are broadcasted to a large population. People’s decisions to purchase a company’s stocks depend on the information that the research analysts provide regarding its securities and potentials. Renowned analysts can facilitate the rise or fall of stock prices of a given company just by a mere mention of its