Portfolio Management Project

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fndre91

Business Finance

Description

I need help on doing this Project on POWERPOINT about CarMax company and i will present that in 15 minuets ,also i want the work as PDF

Because i am an international student I want of you to use easy words so i can understand what i am going to present.

PowerPoint is collerful, i mean not black and white please.

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GROUP PROJECT Fortune 500 Portfolio Management – FIN 400 Requirements: 1. Each group of students is expected to manage a portfolio of $2 million by investing in a selected group of 6 stocks, one stock per Industry. (One stock/ company per student). Stocks should be traded on the New York Stock Exchange. At least 1 stock should be traded on the NASDAQ. Stocks should belong to public companies that are part of the Fortune 500 (an annual list of the five hundred most profitable US industrial corporations). 2. A group presentation of the portfolio management process is required according to the Syllabus & Schedule. Business attire required. 3. Investment results and portfolio performance evaluation utilizing the Jensen Approach will be determined on 11/10/2017 4. The grade associate with this project will be based on the following criteria: Investment philosophy, approach in stock selection, quality of the presentation, and investment performance. The evaluation of the investment performance will be for the following period: 09/01/2017 11/10/2017. The analysis and presentation of each stock must include the following (the presentation should be in PowerPoint format, in the following order): Item 1). Investment policy / portfolio strategy. 2). Stock selection criteria. The reasons why this stock was selected. (3 reasons Possible Points 9 9 minimum). 3). A description of each company and its products / services. (e.g. brief history, current 9 CEO, current CFO, etc.). 4). Company’s Business Strategy and Company Financial Strength (comparison with 9 leaders in company’s same industry and / or companies of the same size. Name the industry. Name the leaders / companies.) 5). Graphs: Assets (last 3 years), Revenues (Sales) (last 3 years), Net Income (last 3 9 years). Accompany by: Financial Statements; Balance Sheet, Income Statement, Statement of Cash Flow, etc. (presented as an Appendix in the PowerPoint presentation) 6). Financial Ratio Analysis: Liquidity Ratios (current, quick); Asset Management Ratios (total assets turnover, fixed assets turnover, days sales outstanding, inventory 9 turnover); Debt Management Ratios (debt-to assets, times-interest-earned); Profitability Ratios (profit margin on sales, basic earning power, return on total assets, return on common equity), Market Value Ratios (price/earnings, market/book). All ratios should be compared to the Industry Average. Define what each ratio means for the company. Include all calculations of Financial Ratios and Appraised Values. 7). Projected Earnings, Cash Flow and Dividends (next 3 -5 years). (State source.) 9 8). Valuation Analysis; the company’s stock price compare to: Expected Rate of Return, 9 Required Return and Intrinsic Value. Accompany by: all calculations. 9). Weekly on-time submission of stocks performance (Fridays no later than 10 pm). Late 9 submissions will receive 0 points for that week. Submission should be in Excel file format. Excel file name shall be: Fin400_Group#_stocks performance. Files not conforming to this naming convention will be deleted. 10). Discussions and conclusions directed to the possible customers / clients of your 9 Financial / Investment Company. Why should they buy your portfolio? 11). Be present for all group presentations. You will be awarded 2 points for each 10 presentation you attend (10 points maximum). Total Points: 100 12). Come up with a Portfolio Management Company name that makes your Group Project stand out from the others. The name of your Group should reflect the University’s policy of diversity, and should not be derogatory to any ethnicity, religion or sexual orientation. The name of your Group should not include “Johnson” and / or “Eva”. The catchiest name will earn 3 points (extra credit). SOURCES OF INDUSTRY AVERAGE DATA Industry Average Data may be obtained from the following sources 1. www.csulb.edu/library/eref/business.html • Select “Value Line Investment Survey Online” • Click on “BrowseResearch” • Put in : Company’s name or ticker symbol (at top right corner) • Industry discussion is shown under “Industry Analysis” (Note: Please select the data for the most current year; Return on Total Capital = ROA; Return on Shareholders Equity =ROE , etc.) 2. http://biz.yahoo.com/p/s_conamed.html • • Select the “Sector” Select the “Industry” (The data is shown on the row: “industry”) 3. http://biz.yahoo.com/ic/ind_index.html • • Select the “Industry” Click on “Industry Browser” (The data is shown on the row: “industry”) STOCK SCREENING 1. http://finance.yahoo.com Click on “Screener”; under “Stock Research” 2. www.csulb.edu/library/eref/business.html Select “Value Line Investment Survey Online” Click on “Stock Screener”
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Explanation & Answer

Attached.




Student Name

Institution Affiliation


Course Title


Date

Fortune 500 Portfolio
Management –

Investment policies/ Portfolio strategy


For the portfolio to be successful, there is need to ensure that the location of the
portfolio is strategic.



The personality of the person undertaking the portfolio must be risk tolerance.



The capital should then be divided to appropriate asset classes.



Thereafter, the portfolio weightings should be reassessed.



When you have figured out which securities you have to decrease and by what amount,
choose which underweighted securities you will purchase with the returns from offering
the over weighted securities

Stock selection criteria.


The stock selection criteria which is gong to be sued is the Quantities Cumulative Value Analysis.



The method is the best to be chosen because it consists of the past records of the sales, earnings, assets,
management, products and markets and goes ahead to predict the future trends in the indicators as well
as how the same is going to affect the company’s future performance. By evaluating an association's
prospects, these investigators decide a stock's characteristic esteem and survey whether a specific stock or
gathering of stocks is ...


Anonymous
Just what I was looking for! Super helpful.

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