For this first milestone OR COMPANYPROFILE1A and COMPANYPROFILE2, you will submit a portfolio analysis template and a brief paper outlining the securities and bonds that the XYZ Tech Company might possibly invest in to create a well-diversified investment portfolio. You will analyze each company and its performance in the financial markets over the past five years, include a company valuation for each firm, and identify stakeholders in the company.
For this milestone OR PROTFOLIO1A, you will first complete the Company and Market Analysis portion of your final project. Using historic and quantitative data, you will provide a brief discussion of the absolute and relative performance of the chosen companies in terms of industry trends.
Next, with your completed company and market analysis in mind, you will begin to construct an investment portfolio that includes a consideration of assets, securities, and rates of return for each of the companies that you will be including in the portfolio.
For this last milestone OR ASSIGNMENTWWSNHU, you will first complete your portfolio by comparing the risk/return trade-off on the investments you are compiling. Then, as part of the beginning of your executive summary, you will describe how your investments performed on both an absolute and a relative basis. You will also assess investment performance for the securities by calculating the portfolio’s overall investment performance and briefly note how each security contributed to the portfolio’s performance.
FOR THIS PAPER Submit your final project, the Investment Analysis Report, which should include portfolio analysis template, a complete portfolio, and an executive summary USE RUBRICFINALE guide.