Usetutoringspotscode to get 8% OFF on your first order!

  • time icon24/7 online - support@tutoringspots.com
  • phone icon1-316-444-1378 or 44-141-628-6690
  • login iconLogin

Portfolio Construction

Portfolio Construction

Order Description

You will be developing a simple portfolio that will be used for analysis. You are given $10,000 to allocate to a portfolio. You must allocate 100% of your portfolio to the following securities:

One hundred shares of a publicly traded company;
One corporate bond;
One mutual fund that reflects your investment style;
One hundred puts or calls of one option of your choosing (just make sure it is at least 6 months out);
With any leftover cash, find a 6-month certificate of deposit (CD) and “invest” the funds into it.
Develop a table in Excel that can be used to track the value of these securities. Describe your objective(s) for this portfolio and why you chose the securities you did for your portfolio.

You can leave a response, or trackback from your own site.

Leave a Reply

Portfolio Construction

You are given $10,000 to allocate to a portfolio. You must allocate 100% of your portfolio to the following securities:
a. One hundred shares of a publicly traded company;
b. One corporate bond;
c. One mutual fund that reflects your investment style;
d. One hundred puts or calls of one option of your choosing (just make sure it is at least 6 months out);
e. With any leftover cash, find a 6-month certificate of deposit (CD) and “invest” the funds into it.
Develop a table in Excel that can be used to track the value of these securities. Describe your objective(s) for this portfolio and why you chose the securities you did for your portfolio
NON – Double Space Page,

You can leave a response, or trackback from your own site.

Leave a Reply

Powered by WordPress | Designed by: Premium WordPress Themes | Thanks to Themes Gallery, Bromoney and Wordpress Themes