finance case study

Finance Case Study 1. Please research 5 tickers out of the list provided in the tabs on the excel she 2) Pick 5 securities of your choice, the same as above or different ones. Can you calculate their 0 Annual Return Column1 Column2 Column3 Column4 Column6 Annual returns for the configured portfolios Year Inflation Maximum Return at 10.00% Vo Return Balance Balance 2006 2.54% 14.45% $11,445 $11,939 2007 4.08% 13.13% $12,948 $12,941 2008 0.09% -13.08% $11,254 $10,194 2009 2.72% 15.77% $13,029 $12,577 2010 1.50% 19.75% $15,602 $14,941 2011 2.96% 11.33% $17,370 $15,545 2012 1.74% 11.18% $19,311 $17,756 2013 1.50% 3.44% $19,975 $18,546 2014 0.76% 11.64% $22,301 $20,193 2015 0.73% -2.53% $21,738 $19,401 2016 2.07% 9.67% $23,840 $21,431 2017 2.11% 16.32% $27,730 $24,842 2018 1.91% -3.03% $26,891 $23,059 2019 2.29% 24.12% $33,377 $28,195 2020 1.36% 22.92% $41,028 $31,960 2021 7.04% 10.45% $45,315 $35,502 2022 6.45% -17.17% $37,537 $29,241 Variance and co variance Stock Corelation Std Dev Variance co variance Vanguard Total Stock Market ETF 1.00 16.01% 256.32% 1.61% iShares S&P Small-Cap 600 Value ETF 0.90 20.96% 439.32% 209.60% 1. Please research 5 tickers out of the list provided in the tabs on the excel sheet, and discuss them b 1) VTI Vanguard Total Stock Market ETF An illustration of a fund that has a wide range of investments is VTI. Its massive holdings are representati small-cap stocks, which are known for higher volatility than their larger and medium-sized-company coun 2) IJS iShares S&P Small-Cap 600 Value ETF Investment performance of an index made up of small-capitalization U.S. equities that exhibit value chara 3) EFA iShares MSCI EAFE ETF It aims to mimic the performance of a market index made up of stocks from developed economies with ca 4) EEM iShares MSCI Emerging Markets ETF It aims to replicate the performance of an index made up of large and mid-cap stocks in emerging markets 5) VNQ Vanguard Real Estate ETF By buying shares issued by commercial real estate investment trusts, the fund strives to provide both stron

iShares MSCI EAFE ETF 0.88 17.73% 314.35% 0.35% iShares MSCI Emerging Markets ETF 0.76 21.84% 476.99% 2.62% Vanguard Real Estate ETF 0.75 22.70% 515.29% 0.23% 3. Allocate a portfolio of a million dollars across assets of your choice. Justify your choices using e Example; Forex.com Note that If the standard deviation is given then square the standard deviation given to find the variance Covariance is calculated by ana expected return) or multiplyin the stan The term "asset allocation" is used to describe a method of risk management in which a person's investme asset classes can be broken down into three basic groups: stocks, fixed-income, and cash and equivalents. than stocks, bonds, and currency. Deflation happens when the number of products and services grows faster than the money supply, which m corresponding increase in the money supply. Inflation occurs when the growth of the money supply outpa and services is essentially determined by the amount of money in the economy, as there is an underlying v goods and services is constrained by the profitability to suppliers.

economic forecasts and diversification arguments. alyzing at-return surprises (standard deviations from the ng the correlation between the two random variables by ndard deviation of each variable. ent portfolio is spread over various asset classes. The Alternative assets are defined as any investments other means that prices fall if the economy expands without a aces economic growth. Thus, the nominal price of goods value to products and services and as the supply of