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Stock Fund Performance Analysis for Selected Companies
Finance & Accounting
Pages 17 (4267 words)
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. ...
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