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For this project, you will submit the company profile for the companies below. Using an investment parameter along with your own financial database research, you need to fill in the portfolio analysis template and write a 3-page paper outlining the securities that you will invest in to create a well-diversified investment portfolio. (FYI - all other years contains formulas to forecast the remaining on the years)

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.

Prompt: First, visit Morningstar to retrieve stock and bond information for each of the following companies:
- Apple, Inc. (AAPL)
- Caterpillar (CAT)
- Consolidated Edison (ED)
- Northern Trust (NTRS)
- Macy's (M)

Next, using the portfolio analysis template, provide the specified data to explain the company's growth period (revenues, earnings market share, etc.).

Finally, in a 2- to 3-page paper, discuss the five-year history of each company by visiting the respective websites and databases covering the firm and industry. The paper should briefly discuss the products and services produced by each company that were major contributors to the company's success. It should also discuss each company's strengths given the competitive nature of the industry. Based on the financial items and key ratios of the company that you have researched, include a brief discussion of the company's valuation. (FYI: The Key Ratios on the Morningstar website list competition and industry ratios and could be downloaded directly into Excel for easier comparison.) You should also identify the key stakeholders, particularly common stakeholders, in each company.

Please site all sources accordingly and ensure you show under the reference page. Also, please include all of the Financial Information used as an appendix to the paper.

Attachment:- Portfolio analysis template.xlsx

Portfolio Management, Finance

  • Category:- Portfolio Management
  • Reference No.:- M92275832
  • Price:- $30

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