Project – Investment Portfolio

Your Project for the Term.
Project – Investment Portfolio. You will be required to create an investment portfolio for the term. The project involves the setting up of a portfolio at the start of the term and the deadline for the setting up your portfolio is September 25, 2020. You will be provided a fictional (because I can’t afford to loan everybody the money) $100,000 cash to invest in any investment you want to set up a portfolio. You can buy or sell investments over the duration of the project. However, trades are nor frictionless – brokerage fees are 1% of the value of the trade. Cash balances receive 1.5% compounded daily. Trades are valued at the close of the next day’s closing prices. Your well diversified portfolio must have investments in at least 5 of the following segments:
1. Basic materials
2. Consumer Cyclical
3. Consumer Non-cyclical
4. Energy
5. Financials
6. Healthcare
7. Industrials
8. Technology
9. Telecommunications
10. Utilities
If you have any doubt about the segments, you can review the content at http://www.investcom.com/page/toronto.html
Before selecting any security, you will perform an analysis of the ex-post return, the ex-post risk and the ex-post beta for the investments in your portfolio. This analysis must incorporate observations for at least the last two years which will be submitted with your report. You are not permitted to invest in a market index nor any managed funds – that just defeats the purpose of the project.
You will provide both a written report as well as a presentation to the class. The project will provide you an opportunity to apply concepts covered in the course to an actual investment portfolio. The project will be evaluated on the analysis of the performance and the quality of the presentation to the class and the quality of the final product. The final paper should not exceed 10 pages (excluding the cover page and source reference pages.)(20% of final grade)

As discussed in class, your selection should be stocks listed on Canadian exchanges so the exchange rates are not going to be an element of your return.
A list of eligible stocks is provided in Brightspace and you can only use the stocks listed on the spread sheet. Sorry, APPL is a US stock and is not eligible.
Securities are bought and sold in blocks of 100 shares (no odd lots) and the shares you were able to buy were purchased in the order that your share order arrived. So if you ordered 5, your order is for 500 shares. Order of 1 means that you ordered 1 block and you receive 100 shares.
The maximum dollar amount is the $100,000 plus any gains you receive for the sale of the securities.
Unused cash receives 1.5% compounded daily or 0.0041095% per day.
Note: closing prices are from https://ca.finance.yahoo.com/quote/ABT.TO/history?p=ABT.TO&.tsrc=fin-srch and are the closing prices from September 25, 2020

Stock Close Quant. $
Absolute Software Corporation ABT.TO 15.20 8 12,160.00
ATS Automation Tooling Systems ATA.TO 17.13 9 15,417.00
Bank of Nova Scotia BNS.TO 63.87 5 31,935.00
Canopy Growth Corporation WEED.TO 18.94 6 11364.00
TC Energy TRP.TO 59.81 5 29,905.00
Cash 781.00
Total 100,000.00

The ending prices will be from the close of November 20, 2020.
You will need to calculate the daily returns on your portfolio and a worksheet will be emailed.

You will need to present an executive summary in class Dec. 1, 3 or 8.
The final write up for your project will be due December 11, 2020. And it is to be submitted in the dropbox,

Calculate the price
Make an order in advance and get the best price
Pages (550 words)
$0.00
*Price with a welcome 15% discount applied.
Pro tip: If you want to save more money and pay the lowest price, you need to set a more extended deadline.
We know how difficult it is to be a student these days. That's why our prices are one of the most affordable on the market, and there are no hidden fees.

Instead, we offer bonuses, discounts, and free services to make your experience outstanding.
How it works
Receive a 100% original paper that will pass Turnitin from a top essay writing service
step 1
Upload your instructions
Fill out the order form and provide paper details. You can even attach screenshots or add additional instructions later. If something is not clear or missing, the writer will contact you for clarification.
Pro service tips
How to get the most out of your experience with CheapNursingWriter
One writer throughout the entire course
If you like the writer, you can hire them again. Just copy & paste their ID on the order form ("Preferred Writer's ID" field). This way, your vocabulary will be uniform, and the writer will be aware of your needs.
The same paper from different writers
You can order essay or any other work from two different writers to choose the best one or give another version to a friend. This can be done through the add-on "Same paper from another writer."
Copy of sources used by the writer
Our college essay writers work with ScienceDirect and other databases. They can send you articles or materials used in PDF or through screenshots. Just tick the "Copy of sources" field on the order form.
Testimonials
See why 20k+ students have chosen us as their sole writing assistance provider
Check out the latest reviews and opinions submitted by real customers worldwide and make an informed decision.
Anthropology
excellent loved the services
Customer 452443, September 23rd, 2022
Nursing
The paper was EXCELLENT. Thank you
Customer 452449, September 23rd, 2022
Psychology
Thanks a lot the paper was excellent
Customer 452453, October 26th, 2022
Theology
Job well done and completed in a timely fashioned!
Customer 452451, November 18th, 2022
Architecture, Building and Planning
The assignment was well written and the paper was delivered on time. I really enjoyed your services.
Customer 452441, September 23rd, 2022
Business Studies
Job well done. Finish paper faster than expected. Thank you!
Customer 452451, October 3rd, 2022
Anthropology
Excellent services will definitely come back
Customer 452441, September 23rd, 2022
English 101
Very good job. I actually got an A
Customer 452443, September 25th, 2022
Business Studies
Thank you!
Customer 452451, November 27th, 2022
11,595
Customer reviews in total
96%
Current satisfaction rate
3 pages
Average paper length
37%
Customers referred by a friend
OUR GIFT TO YOU
15% OFF your first order
Use a coupon FIRST15 and enjoy expert help with any task at the most affordable price.
Claim my 15% OFF Order in Chat