Financial Analysis of Retail Business Organization Analytical Review
part 3 Keep up with the performance of your portfolio and major news about your stocks. On the Discussion Board, explain why you have requested any trade. On the DB, we will regularly review how the portfolios are performing, so check the DB regularly. I will expect you to regularly discuss your portfolio. This should be fun and these are easy participation points! An easy way to set up your portfolio is to track it in Yahoo finance or Google finance, but you can also record the prices in a spreadsheet yourself this will help later.
For this Part, you will be making a report to your investment committee that discusses and summarizes the performance of your stock portfolio. Use closing prices as of Friday of Week December 7, to calculate your returns. What is the final market value of your portfolio (including dividends received and added to non-interest earning cash)? If the final market value of your portfolio is less than $1,000,000, your portfolio lost money. Provide a graph of the daily stock prices (high, low, and closing) for each of your stocks. Include the volume on each graph, with the scale shown on the right side of the graph. Be sure to label the graphs! Provide a graph of the value of your portfolio and the value of the closing S&P 500 if $1,000,000 were invested in that initially. This is the normalized value. By normalized, you have scaled the S&P 500 closing prices so that its price on the first day ($1,000,000) is the same as the portfolios closing price on that first day. In the final section of your report, recommend for or against the inclusion of each of these stocks in the portfolio and defend your recommendation. Use the information you have obtained in Part 1 Deliverable 2 to support your argument.