Equity Analyst Project - Individual Essay

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

Markowitz (1952, 1956) pioneered the development of a quantitative method that takes the diversification benefits of portfolio allocation into account. Modern portfolio theory is the result of his work on portfolio optimization. Ideally, in a mean-variance optimization model, the complete investment opportunity set, i.e. all assets, should be considered simultaneously. However, in practice, most investors distinguish between different asset classes within their portfolio-allocation frameworks.

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

This fund aims to provide investors with long-term capital growth with its portfolio consisting of at least 80% common stocks of blue-chip companies. There are also convertible securities, preferred stocks, and debt securities in this fund as well as assets across a variety of market sectors with majority of its holdings existing in health care company stocks as well as consumer cyclical, technology, and financial services stocks. This fund has accumulated $2.70 billion in assets and generated a 10-year annualized return of 9.72%.

Regardless of one’s politics, it must be acknowledged that there are great expectations for growth because of Trump’s proposed policies on regulation, corporate taxes and infrastructure spending. Arguably, this is confirmed by the equity markets, particularly the Dow, which has climbed almost straight up since Trump’s election.

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.

Imagine that you are a financial manager researching investments for your client that align with its investment goals. Use the Internet or the Strayer Library to research any U.S. publicly traded company that you may consider as an investment opportunity for your client. (Note: Please ensure that you are able to find enough information about this company in order to complete this assignment. You will create an appendix, in which you will insert related information.)

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.

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