StudentShare solutions
Got a tricky question? Receive an answer from students like you! Try us!

Essay example - Stock Investment Analysis

Only on StudentShare
Stock Investment Analysis Essay example
Finance & Accounting
Pages 4 (1004 words)
STOCK INVESTMENT ANALYSIS Fund Performance and it’s Key Drivers The year to date (YTD) returns of Fidelity Large cap stocks (FLCSX)is 15.62% as on May 13, 2013 where as the S&P 500 returns for YTD was found to be 14.55%. This means that the stocks of FLCSX have performed 6.85% higher than the YTD performance of S&P 500 index…

Extract of sample

By careful analysis of the YTD returns it can also be observed that the short term yields for both the index as well as the FLCSX is higher than the long term yields. The yield differential between the 1 year return and 10 year return for FLCSX is 11.02% whereas the same is 9.9% for S&P 500. This implies that for the same time horizon, when the YTD returns of FLCSX is compared to that of S&P 500, the yield of FLCSX is more than S&P 500 index. Thus, while the FLCSX has yielded superior returns in long-term, the rate of fall in return is lower for S&P 500 implying that the later is less volatile compared to the former. The key drivers for fund performance as identified fidelity fund research are as follows: 1. Investor expectation mainly driven by changes in earnings and yield; 2. Short term or speculative investment; 3. Accuracy of estimates over time horizon; 4. Lower fund volatility Volatility or Risk Analysis of the Fund A portfolio is group of securities such as bonds, stocks where an investor invests his or her money. ...
Download paper
Not exactly what you need?

Related papers

Investment Analysis
The estimation period on the other hand is period between day -510 and day -11. The closing adjusted weekly prices for the Commonwealth Bank of Australia and the all ordinaries index were obtained from yahoo finance for the estimation period and the closing adjusted daily prices were also obtained from yahoo finance for the event window (Yahoo finance 2012b and 2012c). The all ordinaries index…
6 pages (1506 words)
Investment analysis
Efficient Markets Theory The theory is based on the assumption that information available in the securities market such as price levels is extremely efficient in reflecting the performance of the assets in the market. The general view regarding the theory is that information spreads in the shortest time possible and gets incorporated in the prices of assets in the market (Hughes, 2005, p. 118).…
5 pages (1255 words)
Investment analysis
Analysis: Moments of distributions Asset Type Symbol Volatility Expected Excess Growth Rate Skewness Kurtosis Excess Asset ANZ.AX 23.59% -5.54% -0.18 3.46 Asset BHP.AX 24.21% -9.58% -0.08 0.91 Asset BOQ.AX 27.08% -24.81% -0.07 0.54 Asset HVN.AX 27.02% -34.38% -0.02 1.69 Asset TLS.AX 19.52% 1.48% -1.04 9.31 Asset WOW.AX 15.13% -10.19% -0.18 4.26 Factor ASX300 17.49% -10.41% -0.15 0.81 Volatility…
3 pages (753 words)
Investment Analysis and Stock Valuation on company: REDBOX
I. Three Step Valuation a. General Economic Influence: At a time when a sluggish and struggling economy prevails in the United States, interest rate being stagnant at 0.25% since January 2009 as an example, the rental kiosk service of DVDs, Redbox has been identified as enormously successful in its operations. The economic influence has not hit the company on a tough scale. The simplicity and…
3 pages (753 words)
Investment Analysis Coursework 2001
‘Herd’ implies a social grouping of people, who have similar understanding or perception about anything. Here ‘herd’ implies the people, who have the same viewpoint within the stock market. The above statement briefs that market movements are dependent on individuals. If a person buys a particular stock and he is a popular figure in the community and society, then every individual intends…
8 pages (2008 words)
Stock Analysis
This research paper seeks to analyze the stock price fluctuations of a given venture in the previous sixty months in order to find out its actual stock trend from accumulated data. In addition, it concludes the venture’s market breadth for the last year, its 200-day moving average for its stock, index, and all trends of its stock. This is in pursuit of determining its relative strength for the…
5 pages (1255 words)
Stock Investment Analysis
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…
4 pages (1004 words)