You already submitted an Investment Proposal. The second part of your Investment Project is a follow-up of your Investment Proposal, with a short reflection essay about the securities you recommended in your Investment proposal. You have to provide an updated Table showing your portfolio. Make sure to include the gain or losses of each individual securities, your total holding-period return, and the effective annual rate (EAR). You should include in the analysis at least one of the securities you recommended to buy in your first report. How did it go? Did it go as planned? Why do you think it did not go as planned? You may also analyze some of your winners and losers in your portfolio (they could be others than the ones you justified in the first report). Any regrets? What would you have done differently after what you have learned in this course? There is no unique way to do a reflection essay. What are in your opinion the essential lessons from this course? The length of the reflection essay should be at least 300 words but no more than 600 words. This is part 1 that was previously done. The investment strategy is defined as the method of presenting a investment plan to the client. The investment proposal includes goals, method to achieve those goals, details of the investment and many more other components. It is a systematic format of presenting a plan to the client for the purpose of investment. The goal of the investment should also be cleared up like profit maximization, or long-term investment for retirement etc. With the appropriate strategy for how the investment will be able to achieve the goal it has determined. There should be a range of options to choose from, weighted to eliminate the ones that don't fit, and include the investors' suggestions so they feel involved in the process.Google Inc. The stock has increased as a result of Microsoft's recent announcement of Windows 11, which is the only factor. Microsoft also announced the acquisition of Subtlety Correspondences, which would aid it inexpanding its reach in the field of medical services.Additionally, apple Macintosh transactions flooded at a 70% rate, increasing Amazon's profits to 27%. Apple received $1.40 per offer on transactions totaling $89.58 billion in the quarter that ended on March 27. Investigators projected a profit of 99 cents per offer on transactions totaling $77.35 billion. Apple profit skyrocketed 119% on a year-over-year basis, while deals increased 54%.AlphabetOne of the major organizations is Google. Google's revenue increased 46% in the last quarter. Google also announced a stock repurchase of $50 million. They will also hire Pring, a cell phone installment company.S&P 500 ETF from Vanguard The cost percentage is incredibly negligible—just 0.03%—making the assetsfree of charge. Additionally, the asset generates regular returns, making the ETF risk-free. Minimal Cap Value Vanguard Small Cap Value ETF With a 2.78$ annual profit rate, the YTD cost expanded is 18.87%. Furthermore, the price-earnings ratio is 18.4. The cost proportion charge is a remarkably little 0.07%, while the asset's annual return is 70.26%.Worldwide ValueThe Cost proportion charge is exceptionally ostensible which is 0.06%. Likewise the long term returns is exceptionally high at 63.86%. The possessions are partitioned across different areas incorporate innovation, vehicles, Pharma and so forth. Cash US Dollors Dollar is the most grounded cash and effectively tradeable. The liquidation for USD dollars is most noteworthy.Global ValuenThe Cost Proportion Charge, which is 0.06%, is very ostensibly high. The long-term returns are also unusually high, coming in at 63.86%. The assets are divided up into many categories, including innovation, automobiles, pharmaceuticals, and so forth. Cash U.S. Dollors The dollar is the most stable and useful form of payment. Most notable is the liquidation for US dollars.S&P 500 ETF from VanguardThe expense ratio is extremely low—only 0.03%—making the funds fee-free. Additionally, the fund provides consistent returns, making the ETF risk-free.Small Cap Stock Small Cap Value ETF from Vanguard18.87% over the past year in price growth and a 2.78$ annual dividend yield. The PE ratio is also 18.4.The ex

You already submitted an Investment Proposal. The second part of your Investment Project is a follow-up of your Investment Proposal, with a short reflection essay about the securities you recommended in your Investment proposal. You have to provide an updated Table showing your portfolio. Make sure to include the gain or losses of each individual securities, your total holding-period return, and the effective annual rate (EAR). You should include in the analysis at least one of the securities you recommended to buy in your first report. How did it go? Did it go as planned? Why do you think it did not go as planned? You may also analyze some of your winners and losers in your portfolio (they could be others than the ones you justified in the first report). Any regrets? What would you have done differently after what you have learned in this course? There is no unique way to do a reflection essay. What are in your opinion the essential lessons from this course? The length of the reflection essay should be at least 300 words but no more than 600 words. This is part 1 that was previously done. The investment strategy is defined as the method of presenting a investment plan to the client. The investment proposal includes goals, method to achieve those goals, details of the investment and many more other components. It is a systematic format of presenting a plan to the client for the purpose of investment. The goal of the investment should also be cleared up like profit maximization, or long-term investment for retirement etc. With the appropriate strategy for how the investment will be able to achieve the goal it has determined. There should be a range of options to choose from, weighted to eliminate the ones that don't fit, and include the investors' suggestions so they feel involved in the process.Google Inc. The stock has increased as a result of Microsoft's recent announcement of Windows 11, which is the only factor. Microsoft also announced the acquisition of Subtlety Correspondences, which would aid it inexpanding its reach in the field of medical services.Additionally, apple Macintosh transactions flooded at a 70% rate, increasing Amazon's profits to 27%. Apple received $1.40 per offer on transactions totaling $89.58 billion in the quarter that ended on March 27. Investigators projected a profit of 99 cents per offer on transactions totaling $77.35 billion. Apple profit skyrocketed 119% on a year-over-year basis, while deals increased 54%.AlphabetOne of the major organizations is Google. Google's revenue increased 46% in the last quarter. Google also announced a stock repurchase of $50 million. They will also hire Pring, a cell phone installment company.S&P 500 ETF from Vanguard The cost percentage is incredibly negligible—just 0.03%—making the assetsfree of charge. Additionally, the asset generates regular returns, making the ETF risk-free. Minimal Cap Value Vanguard Small Cap Value ETF With a 2.78$ annual profit rate, the YTD cost expanded is 18.87%. Furthermore, the price-earnings ratio is 18.4. The cost proportion charge is a remarkably little 0.07%, while the asset's annual return is 70.26%.Worldwide ValueThe Cost proportion charge is exceptionally ostensible which is 0.06%. Likewise the long term returns is exceptionally high at 63.86%. The possessions are partitioned across different areas incorporate innovation, vehicles, Pharma and so forth. Cash US Dollors Dollar is the most grounded cash and effectively tradeable. The liquidation for USD dollars is most noteworthy.Global ValuenThe Cost Proportion Charge, which is 0.06%, is very ostensibly high. The long-term returns are also unusually high, coming in at 63.86%. The assets are divided up into many categories, including innovation, automobiles, pharmaceuticals, and so forth. Cash U.S. Dollors The dollar is the most stable and useful form of payment. Most notable is the liquidation for US dollars.S&P 500 ETF from VanguardThe expense ratio is extremely low—only 0.03%—making the funds fee-free. Additionally, the fund provides consistent returns, making the ETF risk-free.Small Cap Stock Small Cap Value ETF from Vanguard18.87% over the past year in price growth and a 2.78$ annual dividend yield. The PE ratio is also 18.4.The ex

Essentials Of Investments

11th Edition

ISBN:9781260013924

Author:Bodie, Zvi, Kane, Alex, MARCUS, Alan J.

Publisher:Bodie, Zvi, Kane, Alex, MARCUS, Alan J.

Chapter1: Investments: Background And Issues

Section: Chapter Questions

Problem 1PS

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Question

You have to provide an updated Table showing your portfolio. Make sure to include the gain or losses of each individual securities, your total holding-period return, and the effective annual rate (EAR).

You should include in the analysis at least one of the securities you recommended to buy in your first report. How did it go? Did it go as planned? Why do you think it did not go as planned?

You may also analyze some of your winners and losers in your portfolio (they could be others than the ones you justified in the first report). Any regrets? What would you have done differently after what you have learned in this course?

There is no unique way to do a reflection essay. What are in your opinion the essential lessons from this course? The length of the reflection essay should be at least 300 words but no more than 600 words.

This is part 1 that was previously done.

The investment strategy is defined as the method of presenting a investment plan to the client. The investment proposal includes goals, method to achieve those goals, details of the investment and many more other components. It is a systematic format of presenting a plan to the client for the purpose of investment. The goal of the investment should also be cleared up like profit maximization, or long-term investment for retirement etc. With the appropriate strategy for how the investment will be able to achieve the goal it has determined. There should be a range of options to choose from, weighted to eliminate the ones that don't fit, and include the investors' suggestions so they feel involved in the process.Google Inc.

The stock has increased as a result of Microsoft's recent announcement of Windows 11, which is the only factor. Microsoft also announced the acquisition of Subtlety Correspondences, which would aid it inexpanding its reach in the field of medical services.Additionally, apple Macintosh transactions flooded at a 70% rate, increasing Amazon's profits to 27%. Apple received $1.40 per offer on transactions totaling $89.58 billion in the quarter that ended on March 27. Investigators projected a profit of 99 cents per offer on transactions totaling $77.35 billion. Apple profit skyrocketed 119% on a year-over-year basis, while deals increased 54%.AlphabetOne of the major organizations is Google. Google's revenue increased 46% in the last quarter. Google also announced a stock repurchase of $50 million. They will also hire Pring, a cell phone installment company.S&P 500 ETF from Vanguard The cost percentage is incredibly negligible—just 0.03%—making the assetsfree of charge. Additionally, the asset generates regular returns, making the ETF risk-free. Minimal Cap Value Vanguard Small Cap Value ETF With a 2.78$ annual profit rate, the YTD cost expanded is 18.87%. Furthermore, the price-earnings ratio is 18.4. The cost proportion charge is a remarkably little 0.07%, while the asset's annual return is 70.26%.Worldwide ValueThe Cost proportion charge is exceptionally ostensible which is 0.06%. Likewise the long term returns is exceptionally high at 63.86%. The possessions are partitioned across different areas incorporate innovation, vehicles, Pharma and so forth. Cash US Dollors Dollar is the most grounded cash and effectively tradeable. The liquidation for USD dollars is most noteworthy.Global ValuenThe Cost Proportion Charge, which is 0.06%, is very ostensibly high. The long-term returns are also unusually high, coming in at 63.86%. The assets are divided up into many categories, including innovation, automobiles, pharmaceuticals, and so forth. Cash U.S. Dollors The dollar is the most stable and useful form of payment. Most notable is the liquidation for US dollars.S&P 500 ETF from VanguardThe expense ratio is extremely low—only 0.03%—making the funds fee-free. Additionally, the fund provides consistent returns, making the ETF risk-free.Small Cap Stock

Small Cap Value ETF from Vanguard18.87% over the past year in price growth and a 2.78$ annual dividend yield. The PE ratio is also 18.4.The expense ratio fee is extremely low, at 0.07 percent of the year's return forSmall Cap EquityVanguard Small Cap Value ETFSmall Cap Value ETF from VanguardPrice rise of 18.87% over the previous year and a 2.78$ yield on the dividend. Also 18.4 is the PE ratio. The fund's yearly return is 70.26%, and its very low expense ratio cost is just 0.07%.International EquitySchwab's ETF for global equityThe expense ratio charge, which is just 0.06%, is incredibly negligible. Furthermore, the returns over a five-year period are unusually high at 63.86%. The assets span a range of sectors, including technology, automobiles, and medicines.Real-time liquidation is rated A, whereas expenses are rated A+. Most notable is the liquidation for US dollars

Assignment 3: Investment Project: Investment Proposal and Implementation (Part 1)
Type of Ticker
Security Symbol
Large-Cap Equity
Stock MSFT
Cash
Stock APPL
Stock
GOOG
EFT
Small-Cap Equity
ETF
voo
VBR
International Equity
Mutual SCHF
Fund
Currency USD
Name
Microsoft Corp.
Apple
Alphabet Inc.
Vanguard S&P 500 EFT
Total Large Cap Equity
Vanguard Small Cap
Value ETF
Total Small-Cap Equity
Schwab Intl Equity EFT
Total International
Equity
US Dollars
Total Cash
Total Investment
Market
Price
Value
Paid Quantity (USD)
289.69
148.56
2756.32
404.32
167.75
39.24
1
951 275,495.
19
675 100,278
36
99,227.5
2
25,067.8
4
500,068.
55
62
1,192
199,958
50,000
199,958
6,371 249,998.
04
249,998.
04
50,000
50,000
1000,024
.59
Weight
27%
10%
10%
3%
50%
20%
20.0%
25%
25%
5%
5
100%

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