Stock Portfolio Analysis

Franklin University is my first and only choice for graduate school. Franklin has provided me access to professional and educated faculty members, an accessible online campus learning environment, and a culture that meets my requirements. It’s my belief graduate school requires hard work, discipline, desire, and time. These are the values that I possess as an individual, student, employee, and steward to my community. My undergraduate grades reflect not only my outstanding performance at Franklin University, but my capability to succeed.

-The advice about investing in the stock market that I found most interesting was that the longer you hold your investments, the greater the probability is of them working.

The diversity at Hofstra is commendable as people from all walks of life contribute to the intricate community at Union, which invariably is a learning curve for the student as the student is exposed to a dynamic environment. I am inspiring to apply to the Frank G. Zarb school of business. One of the main reasons why I am applying to Hofstra is the fact that very few schools offer the major of my choice – Accounting. Hofstra has one of the most renowned Accounting programs which are accredited from the AACSB as well, which attests to how well Hofstra prepares its graduates for today’s global business environment. The Frank G. Zarb business school has won many accolades and having award winning teachers under Hofstra’s belt, no doubt, Hofstra provides world class education. Having one of the largest and most technologically advanced academic facilities in the country, Hofstra provides its graduates with the most top notch education. Over 30,000 successful Zarb alumni, bestow invaluable connections leading to prestigious internships and full time positions. Moreover, when you are living in New York, a thousand opportunities are waiting for graduates just around the corner. Hofstra offers a vibrant campus with hundreds of social, academic, and cultural events per year. Offering dynamic programs with up to 200 student run organizations to provide a diverse college experience, Hofstra University enriches the student’s college experience beyond the classroom as well. With so much to offer, I envision myself at studying in

I have always known that I wanted to attend a top-tier university. The other details came later; the small size, the proximity to an urban hub, and my major itself. For a while, I was convinced that it would not happen; that I just wouldn’t get in. Now, I realize that I have an opportunity to do so. This is an opportunity I do not intend to waste.

I have found my interests gravitating largely towards alternative methods of profit maximization, entrepreneurship, and global economics. The RBS prerequisites that I have completed, along with those I am currently enrolled have bolstered my business acumen and fortified my passion for finance. I come from a diverse high school and RBS affords me that comfort of home. A demographically and academically diverse

It is without a doubt, attending Rutgers University brings prestige to your name, and distinguishes you from the competition. With over two hundred and fifty years of rich history, Rutgers has been proudly represented by alumni as they continue into their career paths. Dating back to 1766 when Rutgers was first established, notable Rutgers alumni through the years have ranged from politicians such as Elizabeth Warren or Chris Christie to businessmen like David Stern, or even athletes such as Carli Lloyd. It is without a doubt, that Rutgers provides exceptional education as seen through what these alumni have been able to achieve. It is due to the combination of history and high level of education that I believe will help me achieve my career goals.

At Rutgers, I long to ascertain that a prestigious university will shape me into becoming an exceptional student. Rutgers signifies enforcing competition, it promotes the education I yearn to become

All in all, Rutgers University is a name that does not need any introductions. Soaring high as one of the greatest high learning institutions not just in the United States, but also the World, I am sure I have made the right choice in picking Rutgers University over other institutions in the United States.

At Penn State, I feel I would make a name for myself. This name might be known to the entire 46,000 students on campuse, but in the classes I am taking and the professors I talk to they would know me for a student who has the drive to take the next step and want more. Through my high school experiences I believe that if I can take advantage of what a high school has to offer, then I can certainly take advantage of all of what Penn State offers. It will be here where I truly form what kind of person I am and through all the activities and intership opportunities offered, I feel that this will be a great place to gather all the opportunities I can in order to not only succeed at Penn State, but also after in the real world.

I believe the in-depth curriculum, the student managed investment fund, and the undergraduate business teams will achieve my desired objectives and give me a lasting, enduring edge against other job candidates in the future. I am eager to learn from others and receive their valuable input to improve my weaknesses as well as build upon my strengths. More specifically, three particular areas I would like to specialize upon include portfolio management and return, risk management, and expand my education on capital markets. Each is covered in the curriculum and through the various electives offered, which is why I’m confident my objectives will be fulfilled at W&M. In addition, I hope to achieve the ability to access my creativity further by learning more about myself, as well as learn how to communicate my leadership more effectively, influentially, and directly. I believe both of which can be obtained through the business teams as, although everyone processes information in different ways, I personally am more of an analytic processor rather than a social processor, the groups will allow myself to not only draw upon my strength, analytical processing, but it will also enhance my deficiency in social processing, increasing overall creativity and further development of effective leadership skills. As for the student managed fund, albeit it is a small part of the overall business school it involves my core passion and I hope to learn new methodologies to portfolio and risk management that I am unfamiliar with. As a final point, I would love to make many friends along the way, to whom I can keep in t2ouch with outside of college and hopefully work alongside in the finance

Purdue is more than just a college to me. I was captivated by how Purdue allows students to achieve their goals, but also guides them to get there through challenging classes and caring staff. Purdue has proved to me that I can dive deep into the classes to learn about life in the real world, as well as thrive in it. With a club for everyone, I will be able to pursue my current passions as well as explore more. Purdue is not simply another college. Purdue is a school that will build the future of America and the

By attending Wharton, I will have the best opportunity to change this world through the gates of the business

The University of Pennsylvania has one resource that no other establishment in the world can offer to me: the highest caliber of intellectuals in my field. Given that I intend on attending the Wharton School of Business and with the goal of becoming a financial manager, and then rising further along corporate ladder, I must be at the absolute forefront of the field and gain as many connections as I can along the way. Not to be used, people are not tools. But, I am NOT one who is content to let themself fall into the pit of mediocrity And I recognize that the success of one individual can inspire success in those around them. Thus, is researched the different groups that students have put together for the mutual benefit of both University of Pennsylvania and the Wharton School of Business and the multitude of opportunities they present myself: investment experience, interdisciplinary education, and furthering my understanding of the Chinese economy.

From September 3rd, 2015 to October 28th, 2015, our group was given the opportunity to manage an investment portfolio, with the goal of maximizing the value of the portfolio through acquiring, holding, and selling stock. The beginning cash balance of the portfolio was $100,000, and our group had the ability to make up to 500 trades. During this time period, our group made 20 stock purchases and sold stock twice. At the close of business on October 28, 2015, the value of our group’s portfolio increased from $100,000 to $106,785.33, yielding a return of  6.78% (((106785.33/100,000)-1) x 100)). In comparison to the S&P 500 returned at 7.16% and the Dow Jones having a return of 8.65% (Yahoo).

According to the CAPM model:R_i=α+βR_m+ε, α represent the abnormal return gained by the portfolio. If the market is efficiency, the α has to be zero.