Please note, Instructions are attached.
All items MUST be addressed and articulated correctly.
For this assignment, you will assume the role of a financial advisor responsible for developing an investment portfolio for a client. In developing the portfolio,
you will interpret client financial information and craft a sound and informed portfolio that is personalized to the unique needs of your client. You will also select
five stocks from a provided list and produce valuations by selecting the most appropriate valuation model. These valuations may also be used within the
portfolio you are developing for your client.
Specifically, the following critical elements must be addressed:
I. Client Analysis: In this section, you will analyze your clients’ financial documentation and determine their risk tolerance and objectives. To effectively
address the critical elements in this section, you must analyze the information for both client one and client two.
A. Analyze each client’s financial documentation in order to perform the following evaluative activities. Be sure to support your analysis with
relevant client information.
1. Explain the clients’ risk tolerances.
2. Explain the clients’ return objectives.
3. Explain the clients’ liquidity objectives.
B. Using the three objectives above, write a brief investment statement classifying the clients into one of the following categories: growth, income,
or capital preservation. Justify your response with specific client information.
II. Stock Analysis: In this section, you will select five stocks from the provided list and determine their values by applying an appropriate valuation model
from the following options: price to multiple model (earning or sales), dividend valuation model, or free cash flow to equity valuation model.
A. Determine the value of each stock by using an appropriate model based on the characteristics provided for each stock; use each model at least
B. Provide a rationale for the stock valuation method you chose for each stock. Cite specific information to support your decisions.
C. Using the calculated valuation, the current market price, and historical performance, determine the expected return for each stock.
III. Portfolio Development: In this section, you will develop a portfolio for a client (Ezra or Jacob and Rachel) based on the client’s risk tolerance, return
objectives, and liquidity objectives. You will select appropriate assets from the provided list.
A. For the client, develop a portfolio from the list of assets provided that is informed by your analysis of the client’s objectives and (if applicable)
the stock valuation you determined.
B. Calculate the expected portfolio return using the CAPM (beta) model. Based on the risk tolerance and return objective of the client you didn’t
choose for this assignment, would you design an investment portfolio that has a higher or lower expected portfolio return, and why?
C. Calculate the expected portfolio standard deviation. Based on the risk tolerance and return objective of the client that you didn’t choose for this
assignment, would you design an investment portfolio that has a higher or lower expected standard deviation, and why?
IV. Portfolio Performances
A. Provide a rationale to present to the client for the portfolio you have developed. In your rationale, include specific examples to support your
recommendations, and be sure to address the following:
1. Explain how your recommendations align with the client’s risk tolerance.
2. Explain how your recommendations align with the client’s return objectives.
B. Using the provided ex-post portfolio return statistics, evaluate the portfolio’s performance and compare it to its appropriate benchmark. In your
evaluation, be sure to address the following:
1. Calculate portfolio return.
2. Calculate the Sharpe ratio for the portfolio and benchmark.
3. Calculate the Treynor’s measure for the portfolio only.
4. Calculate Jensen’s measure for the period for the portfolio only.
Guidelines for Submission: Your submission should be 5–7 pages, double spaced, with 12-point Times New Roman font, one-inch margins, and APA formatting. Work must be shown for all calculations. You may use and upload an Excel workbook to show your calculations. In your written paper, if you are referring to data that is found within an uploaded Excel workbook, be sure to include a citation—for example, “the portfolio’s expected return is 7.2% (E64, Sheet1, WB1),” where E64 is the cell that the calculation took place in, Sheet1 is the tab, and WB1 is designating the name of your file. This ensures that your instructor can quickly and accurately check data entry, formula use, and financial calculations.
Try it now!
How it works?
Follow these simple steps to get your paper done
Place your order
Fill in the order form and provide all details of your assignment.
Proceed with the payment
Choose the payment system that suits you most.
Receive the final file
Once your paper is ready, we will email it to you.
Custom Writings Help is a Quality-Oriented Company in Online Writing as a result of hiring exceptional professionals to execute clients' tasks.
At Custom Writings Help,We understand the struggle of research paper writing, and that is why at Custom WritingS Help, we are all out to help you. We pride ourselves on having a team of clinical writers. The stringent and rigorous vetting process ensures that only the 'BEST' Writers are chosen for the job. We have highly qualified Ph.D. and MA writers working with us; we equally offer these experienced writers specific bonuses and incentives to make them deliver highly original, unique, and informative content at reasonably low prices.
Thesis Writing Service
Worlwide, Many Masters Students are struggling with Thesis Completion. A thesis is likely to be the longest and most challenging piece of work a student has ever completed. However, unlike essays and other assignments, a student can pick a particular interest topic and work on their initiative. Fortunately, we are there for you. At Custom Writings Help, you are assured of an authentic, imaginative, informative, linguistically great, and advantageous thesis that adheres to all your needs. So, why continue considering different writers when you have discovered the best in the field?
Not a single student can avoid writing custom papers. However, a total lack of experience, skills, and time makes it very hard to produce a superb writing piece. Therefore, if you are seeking professional help, turn to us. Our specialized and experienced writers compose a variety of model papers, including custom essays, college term papers, research papers, book reports, MBA essays, executive summaries, dissertations, Ph.D. theses, admission essays, and research proposals for college and university students at any level.
Most of the students disregard the critical principles of essay writing and compose papers below sensible guidelines. Therefore, with Custom Writings Help, one should not worry about his/her essay. Our Writers compose informative and engaging content on all complexities and topics. We write meaningful and smart essays while prioritizing all aspects that bring about a good grade, such as impeccable grammar, proper structure, zero-plagiarism, and conformance to guidelines.
Coourse Work Writing
Don't let the seemingly never-ending onslaught of writing assignments get you down. If you are looking where to get course work assistance online, the writers at Custom Writings Help are here to assist you with all of your writing needs. We undertake to unique delivery of papers that meet the professor's requirements. The content is proofread, edited, and checked plagiarism before submission to customers. No matter how big or small your work is, we will deliver on time. Try US Now! !
Dissertation Writing Service
High-Quality Dissertation Writing Services are rare. They require Ph.D. academicians – not easily found. However, are an exception. The years, time, and resources we have invested in the dissertation world has given us a competitive advantage over others. Choose to come to Custom Writings Help; You will find perfect Ph.D. consultants who have written hundreds of dissertations theses ready to help you. Let our dissertation-writing services help you craft your dissertation, for you are assured we will give you the results.