Stocks Table of Content Executive Summary 3 Introduction 3 Stock Fund creation 4 1.Overview of the industry 4 2.Brief profile of the companies and reason for selection 4 3.Investing strategy 7 4.Risk profile of fund 7 Stock Fund Valuation 7 1.Calculation of fund value per week 7 Week1 7 Week2 10 Week3 11 Week4 12 2.Effect of foreign exchange risk on portfolio 14 3.Final valuation of portfolio 14 Stock Fund Performance Analysis 14 Conclusion 16 Reference 17 Executive Summary This is an academic project about financial analysis…
The movement of the each of the stocks and the reasons for changes in the price level of each stock are analyzed. Lastly a comparative analysis has been done of this overall portfolio with respect to Dow Jones Industrial Average (DJIA) and one industry specific sector. The ultimate goal of this project to understand how the internal and external factors of business and economical environment positively or adversely affect the stock prices as well as the overall performance of a diversified market portfolio. This overall project has been done in two phases. In the first phase of the project investment strategies was developed to choose the particular industry and the stocks also. Out of the 10 stocks 6 stocks are taken from the US stock market to get the benefit of foreign exchange risk. All the transactions were made through a standard currency as US dollar. The stocks were taken by the proper research of the selected industry. The main objective of selection of the stocks is to gain profit from the total investment. The stocks which have possible short term growth are chosen. Introduction In the second phase of this project, weekly stock price and the weekly performance of the portfolio has been tracked to understand the movement of each stock and to calculate the fund value of each week. Pre-investment estimate3d risk was compared with the actual return or loss from each stock. Three stocks are taken from three different countries, India, China and Brazil. So to evaluate risk adjusted return from these three different stocks, foreign exchange risk is also considered. This is because, over the investment tenure, the foreign currencies have been devaluated against the US dollar Total performance of the fund has been evaluated and analyzed. Finally the performance of the fund has been measured by comparing the overall gain or loss of the fund with standard industry index i.e. Dow Jones Industrial Average. Percentage change of the total fund value has been compared with the value of the fund in first week. The best and the worst performed stocks are also analyzed to identify the reason for this performance. Stock Fund creation 1. Overview of the industry Telecommunication industry is one of the most growing industries in the world. The growth of this industry has been started since the last decade i.e. in the beginning of 20th century. New technology advancement by the leading companies of this industry has been influencing the growth. The investors also like to include stocks from this industry to reduce the risk as it has reported higher return in earlier than other mature industry. 2. Brief profile of the companies and reason for selection AT & T: It is a holding company that is telecommunications service provider in the United States and other many foreign countries across the world. The company provides services including wireless voice, data communication, local exchange services, roaming services etc. The company targets individual customers as well business clients. The company founded in 1983 and currently headquartered in Texas. It also provides internet based advertising services and customer information services to the business clients. It ...
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Table of Contents Executive Summary2 Introduction.2 Stock fund creation3 Overview of Sector3 UK…..3 United States.6 Steps taken to diversify8 Assessment of risk profile.10 Stock fund value.10 Stock fund performance 12 Percentage of decrease.12 Overall Performance..12 Comparison with Dow and Auto Sector..15 Shares highlighted – best, worst and why..16 Summary of performance.19 Conclusion…20 Bibliography…21 Executive Summary In this project, our team selected 10 different companies to watch with relation to their stock prices.
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