Investment Portfolio Project-Disney & General Electric

Investment Portfolio Project-Disney & General Electric Essay example
High school
Essay
Finance & Accounting
Pages 3 (753 words)
Download 0
Investment Portfolio Project-Disney & General Electric As I have selected the securities of two front-runner companies, GE and Disney for my investment portfolio, it necessitates an examination of both the organizations’ 10K and investment reports and all relevant additional information to justify my decision on the selection of these companies’ securities for my investment portfolio…

Introduction

The first, second, and third quarter performance of common stock on the high side in 2011 relatively to 2010 is quite satisfactory, as in the 1st quarter it was $18.94, which touched a high of $21.65 in the year 2011. Dividend for all the quarters of 2011 relatively has been better than it was announced for the year 2010. For example, it was $0.14 in 2010 in the fourth quarter, which reached to $ 0.17 in 2011 (GE Annual Report, 2011). The Company repurchased its own shares under the repurchase program, which has been successively increasing from the months onward from October 2011 to December 2011. Same positive review seems to be visible regarding share purchase, which has been highest in December 2011 to $957,000 (GE Annual Report, 2011). Considering the Company’s stock market information, it has been into repurchasing of its own shares from its different benefits plans, mainly the GE Savings and Security Program. The portfolio should ideally consist of shares from GE Stock Direct, the stock purchase plan for the common public (GE Annual Report, 2011). ...
Download paper
Not exactly what you need?

Related papers

Investment Portfolio
He does receive a cost of living adjustment on an annual basis of 3.5%. His wife works part-time as a freelance photographer; however, her pay is considered supplemental income, as her workflow is not deemed steady enough to cover anything more than the car payments for their two teenage children, ages 17 and 16. Both children also have 529 plans established, gifted to them by their grandparents…
Portfolio Analysis and Investment Management
First we must as an individual investor consider the timeframe of the investment, the level of acceptable risk that an individual is willing to undertake and how this will translate to building their ideal investment portfolio. One must become familiar with the intricacies of each financial instrument in order to determine the best way to implement this type of investment in a well diversified…
General Electric
Bond Rating GE lost its AAA rating during the financial crisis in 2008. But good quarterly results have brought back the preference for GE bonds. The company currently enjoys long term rating of Aa2 for its bonds as declared by Moody's recently (Moody's 2011). GE Bonds Compared with Siemens and ABB When compared with similar companies such as Siemens and ABB in the similar industrial group…
Portfolio Theory and Investment Analysis
wa + wb + wc = 1. E(rp) = waE(ra) + wbE(rb) + wcE(rc ) 0.6(-0.2) + 0.3(0.1) + 0.1(0.04) = -0.086 Hence the strategy before the 2007 economic crisis would have realised an expected return of -8.6% on investment. The strategy adopted from 2007 onwards in the light of the crisis would realise: E(rp) = waE(ra) + wbE(rb) + wcE(rc ) 0.4(-0.2) + 0.4(0.1) + 0.2 (0.04) = -0.032 The strategy adopted after…
investment and portfolio analysis
On the contrary, Sharpe ratio refers to a measure of risk adjustment measure that utilizes standard deviation when computing portfolio returns and inherent risk associated with a particular portfolio (Ctaff, 2012). Empirical research asserts that if Sharpe ratio is higher it implies returns are better. Therefore, by utilizing standard deviation, Sharp ratio assumes that the relevant risk is total…
Investment and Portfolio Management
ry 21 Infrastructural Sector 22 Automotive Sector 22 Estimation of Beta-Coefficient 22 Macro-Economic Analysis 23 Portfolio Management Strategies 24 Significance of Diversification 25 Portfolio Performance Analysis 26 Apple Inc 26 Citigroup 27 General Motors 28 Chicago Bridge & Iron 29 Pfizer 31 References 33 Appendices 34 Table 6 – Financial Statement Analysis of Apple (AAPL) 34 Table 7 –…
Investment Project
Secondly, I included the highly successful oil and gas exploration and production company, Denver-based Cimarex, for owning no less than 68% of national proven reserves and the lion’s share of 80% of production. All these were bought up or acquired in the Mid-Continent region, the Permian Basin, and just offshore: Oklahoma, the Texas Panhandle, west Texas, southwest Kansas, southeast New Mexico,…