PART I: FUNDAMENTALS OF INVESTMENTS.
You are preparing to invest the amount of $100,000 on behalf of an individual investor. Your client wishes wants to build a high-risk portfolio, with a time horizon of 35 years. Construct an investment portfolio of up to 5 securities for your client.
Your assignment should contain the following:
1. The portfolio itself - include the specific securities and the weights given
2. The price of each security on the date of selection (the day you are writing your assignment)
3. Your justification for the selection
Book: Investment Analysis and Portfolio Management, 11th edition
Frank K. Reilly | Keith C. Brown
PART I: FUNDAMENTALS OF INVESTMENTS.
You are preparing to invest the amount of $100,000 on behalf of an individual investor. Your client wishes wants to build a high-risk portfolio, with a time horizon of 35 years. Construct an investment portfolio of up to 5 securities for your client.
Your assignment should contain the following:
1. The portfolio itself - include the specific securities and the weights given
2. The price of each security on the date of selection (the day you are writing your assignment)
3. Your justification for the selection
Book: Investment Analysis and Portfolio Management, 11th edition
Frank K. Reilly | Keith C. Brown
PART I: FUNDAMENTALS OF INVESTMENTS.
PART I: FUNDAMENTALS OF INVESTMENTS.
You are preparing to invest the amount of $100,000 on behalf of an individual investor. Your client wishes wants to build a high-risk portfolio, with a time horizon of 35 years. Construct an investment portfolio of up to 5 securities for your client.
Your assignment should contain the following:
1. The portfolio itself - include the specific securities and the weights given
2. The price of each security on the date of selection (the day you are writing your assignment)
3. Your justification for the selection
Book: Investment Analysis and Portfolio Management, 11th edition
Frank K. Reilly | Keith C. Brown
Book: Investment Analysis and Portfolio Management, 11th edition
Frank K. Reilly | Keith C. Brown
I would like to tell these five securities:
Facebook- Its current market price is $203.54.
It is a social networking site based in California. The stock is trading near its 52 weeks high. Its revenue is $40 Billion. Its revenue growth is 49% and earning per share growth is 63%.
Alphabet- Its current market price is $1167.14.
It is the parent company of Google and its subsidiaries. Its revenue is $110.85 Billion. Fundamentals of Alphabet are very strong. This stock is good for longer term perspective.
Alibaba- Its current market price is $192.55.
It is the E-commerce company based in China. Its revenue is $250.26 Billion. It is the world\'s sixth largest company in the world in terms of revenues. This stock is having 100% buying rating from the analysts. Their growth will reflect in the rural, cross border and logistics segments.
Match Group- Its current market price is $38.40.
It is the Texas based internet company that owns many dating sites like Tinder, PlentyOfFish, OKCupid, Match.com etc. Its total revenue is $1.3 Billion. This is one of the fastest growing companies. Its five year compounded earning per share growth is 33% that is indicating the future momentum in the stock.
Walmart- Its current market price is $87.21.
Walmart is a retail giant, it has several stores all over the USA including hyper markets, grocery stores and departmental stores. It sells other companies\' brands and it has its own brands too. This stock is good for long term perspective. Its revenue is $500.34 Billion.
Homework Sourse
