StudentShare solutions
Triangle menu

Stock Investment Analysis - Assignment Example

Nobody downloaded yet
What each and every investment requires is to perform well and fetch good returns. This is made possible when the business or investment is able to consistently build and maintain a long term growth on capital. The FLCSX fund tries to meet this general requirement through the investment in large capitalization stocks across the world (Vishwanath, & Krishnamurti, 2009). These large capitalization companies are the companies that are firmly established and have a high return on their capital. The FLCSX fund maintains a massive 80% of its investments in these kinds of companies (Elton, 2010). In essence there are some benefits that are expected to be drawn from these kinds of companies which include security and lower risk as compared to the small and middle cap companies (Vishwanath, & Krishnamurti, 2009). However these companies may not offer good returns as compared to the middle and small cap companies when one invests in stocks, which are the main area of investment for the FLCSX fund. This fund also poses some possibility of risk due the investment in foreign stocks. Naturally the foreign stocks experience some difficulties especially in areas such as economic developments political state of the invested country among other factors (Vishwanath, & Krishnamurti, 2009). ...
The FLCSX fund fetches good returns which are increasing and though the C&P 500 fund started off at a higher level. As time went by the FLCSX fund was able to create a margin between the C&P500 fund to a high of more than 5% (Elton, 2010). However in the past three year period it was able to pick up and close the margin to 3%. This is greatly attributed to the recession of 2009 taking into consideration the earlier discussed in their investment strategy of FLCSX fund. However the trend reversed and in the past one year there has been a margin of 6%. Therefore it can be concluded that the performance of the FLCSX fund has been above bar. The fund initially started off at a point below the benchmark of C&P500 but it was able to strengthen and register a high of 6% above the benchmark in the past one year. The financial performance of the FLCSX fund has had an upward trend over some years. However the fund is faced by some volatility risks that include currency exchange rates, political structures, interest rates and regulatory risks among other risks. These risks impact in their own unique way to the returns that the company gets (Elton, 2010). The currency exchange rates are known to change day in day out and their fluctuations can lead to a gain or a loss. When the rates go down the company is set to realize low profits as they will get less after the exchange. However when the exchange rates go up the company will realize more after they trade in the currencies (Elton, 2010). The political state also affects returns that are fetched from the stocks and securities of FLCSX. These securities trade in the local and foreign markets this increases the risk as the political situations of the in the companies invested in ...Show more
Cite this document
  • APA
  • MLA
  • CHICAGO
(“Stock Investment Analysis Assignment Example | Topics and Well Written Essays - 1000 words”, n.d.)
Retrieved from https://studentshare.net/finance-accounting/107748-stock-investment-analysis
(Stock Investment Analysis Assignment Example | Topics and Well Written Essays - 1000 Words)
https://studentshare.net/finance-accounting/107748-stock-investment-analysis.
“Stock Investment Analysis Assignment Example | Topics and Well Written Essays - 1000 Words”, n.d. https://studentshare.net/finance-accounting/107748-stock-investment-analysis.
  • Cited: 1 times

Summary

Financial Analysis Name Grade Course July, 7, 2012 Financial Analysis The business and investments all over the world today is proving to be very dynamic. For that reason it is becoming hard to predict what the future holds and the risks that may be expected…
Stock Investment Analysis
Read Text Preview
Save Your Time for More Important Things
Let us write or edit the assignment on your topic
"Stock Investment Analysis"
with a personal 20% discount.
Grab the best paper

Check these samples - they also fit your topic

Stock Investment Analysis
In the short term, the 1 year return of FLCSX was 19.74% compared to 17.72% returns in the international index of S&P 500. The following table summarizes the performance in percentage returns of international index S&P 500 and FLCSX for different time horizons: Performance Review Period (Yrs) S&P 500 (%) FLCSX (%) 1 17.72 19.74 3 11.42 12.87 5 4.91 6.27 10 7.82 8.72 YTD 14.55 15.62 From the above summary of YTD returns of FLCSX and S&P 500 it can be said that in the long run as well as in the short run, the YTD returns of FLCSX were greater than that of S&P 500.
4 pages (1000 words) Essay
Stock Investment
The key findings are as follows: Choosing stocks to invest in is a critical decision faced by a prospective investor. Peter Lynch, one of the most successful investors of our time left practical advices on how to choose stocks which will yield the higher return for prospective stockholders.
16 pages (4000 words) Assignment
Portfolio Theory and Investment Analysis
The charity uses the dividend income from this investment portfolio to provide funds for supporting its operations. Therefore, the objective of the investment strategy is to maximise the value of the investment as to give the highest possible annual return.
8 pages (2000 words) Assignment
Investment Portfolio
This paper seeks to determine the aforesaid ratios using the portfolios of six companies namely Dell, Microsoft Corp, General Electric, Ford, UPS and Wal-Matt. In the first quarter Q1 of
2 pages (500 words) Assignment
(Sustainable investing)Your task is to select a sustainable stock index (DOW JONES) (http://www.sustainability-index.com/) and compare it with MSCI WORLD EQUITY INDEX and provide a critical report on its investment merits. I will provide the data(excel)
It in corporate other forms of medium such as TV and other programming sources. Dow Jones enhances the lives of millions internationally as well as enlightens the decisions of company
14 pages (3500 words) Assignment
Investment Profile Analysis for McCormick & Company
As the discussion highlights the company was founded in 1889 and is headquartered at Maryland. Over the years, the company has grown tremendously and presently it is a global leader in flavours. In major global markets, the company owns huge market share and claims to have its consumer brands available in 110 countries.
10 pages (2500 words) Assignment
Investment analysis
Sampling distribution including standard deviation, coefficient of variance and variance are used to determine the correlation between the initial outlay, expected returns and risk
5 pages (1250 words) Assignment
Stock and Market Analysis Assignment
For the stock analysis, I will choose the Coke cola company in Canada. In the analysis of the two stock analyses, I will use Price-Earnings (PE) model to help me formulate the analysis. The stocks in this
6 pages (1500 words) Assignment
Investment analysis and portfolio management
The anticipation that, the profits generated in the investments will withstands the risks involved in any investment will stand in as a pillar for the financial projections (Ranganatham & Madhumathi, 2006). In essence, the
5 pages (1250 words) Assignment
Stock Market Recap
It has expanded its applications through product acquisitions and this is likely to continue in the future. In addition, its popularity as a social media informed the choice. I would buy more shares of Facebook Inc. Even though the company’s daily
2 pages (500 words) Assignment
Comments (0)
Click to create a comment
Let us find you another Assignment on topic Stock Investment Analysis for FREE!
Contact us:
+16312120006
Contact Us Now
FREE Mobile Apps:
  • About StudentShare
  • Testimonials
  • FAQ
  • Blog
  • Free Essays
  • New Essays
  • Essays
  • The Newest Essay Topics
  • Index samples by all dates
Join us:
Contact Us