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Investment Portfolio Project: Relative Performance Analysis Paper for these five securities: PIMCO Total Return A (PTTAX), Citigroup (C), Lockheed Martin (LMT), Procter & Gamble (PG), United Parcel Service (UPS), Walt Disney (DIS).

Prepare a 1,050-1,750-word paper in which you address the following items:

a. Determine the five-year average return for each one of your selected securities
b. Identify the industries of your six selected securities.

c. Determine the average five-year average return in each of your industries.

d. Identify three additional stocks in each industry and determine the five-year average return for each security.

e. Compare your selected securities' performance to those in the same industry and to the industry average.

f. Based on your findings, determine whether or not changes should be made to your investment portfolio.

g. Attach supporting Microsoft® Excel® tables and graphs to your paper. Microsoft® Excel® spreadsheets must detail all calculations.

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Basic Finance, Finance

Category:- Basic Finance
Reference No.:- M9272970

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