Stock Investment Analysis Assignment

Stock Investment Analysis
Stock Investment Analysis

Stock Investment Analysis

Assess the year-to-date performance of the FLCSX fund, including the key drivers of the fund performance, and how the performance of the fund compares to the S&P 500.

Evaluate the volatility risks in the fund, providing an assessment of the fund manager’s performance based on the risk measurements for the fund. Make a recommendation to the fund manager for improving the performance. Provide a rationale for your recommendation.

Compare your assessment of the fund performance to the Morning star rating for the fund, indicating your agreement or disagreement with the rating. Provide support for your position.

Assess the top ten (10) holdings in the fund, indicating the level of diversification in the fund. Identify a company that may impose increased risk and any changes that you would recommend in the fund composition to improve the fund performance. Provide support for your rationale.

Use at least three (3) quality academic resources in this assignment. Note: Wikipedia and other Websites do not qualify as academic resource.

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Dealing with Risk, Asymmetric Information, and Incentives

Dealing with Risk, Asymmetric Information, and Incentives
      Dealing with Risk, Asymmetric                         Information, and Incentives

Dealing with Risk, Asymmetric Information, and Incentives

Earlier in the quarter, we discussed Southwest Airlines’ use of game theory to create a new strategy. Continue to research Southwest Airlines or a company of your choice and write a six to eight (6-8) page paper in which you:

  • Evaluate a company’s recent (within the last year) actions dealing with risk and uncertainty. Offer advice for improving risk management.
  • Examine an adverse selection problem your company is facing and recommend how it should minimize its negative impact on transactions.
  • Determine the ways your company is dealing with the moral hazard problem and suggest best practices used in the industry to deal with it.
  • Identify a principal-agent problem in your company and evaluate the tools it uses to align incentives and improve profitability.
  • Examine the organizational structure of your company and suggests ways it can be changed to improve the overall profitability.

Use the online library at to find at least five (5) quality academic resources in this assignment.

Note: One of your references regarding your should have been published within the last 6 months.

Note: Wikipedia does not qualify as an academic resource.

Your assignment must follow these formatting requirements:

  • Be typed, double-spaced, using Times New Roman font (size 12), with one-inch margins on all sides;
  • citations and references must follow APA or school-specific format. Check with your professor for any additional instructions.
  • Include a cover page containing the title of the assignment, the student’s name, the professor’s name, the course title, and the date. The cover page and the reference page are not included in the required assignment page length.

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Real Estate Investment Report Assignment

Real Estate Investment
Real Estate Investment

Real Estate Investment

Real Estate Investment report in word of 3500-4000 words as well as calculations in excel.


You are an investment surveyor at ‘UCEM Investments’, a boutique investment firm based in
Edinburgh, Scotland. Your day-to-day responsibilities include the management of several client investment portfolios for international investors.

As part of your remit you are responsible for the management of ‘The Athena’ portfolio, a mixed
portfolio of UK investments.

Your client on this portfolio, ‘Dreamcatcher Investments’, is based in Hong Kong. They are long-term investors and are generally risk averse regarding their real estate investments. As a result,
they generally acquire Core or Core Plus type investments.

Further details about the ‘Athena’ portfolio are available in Appendix 1.
Cash funds of approximately £50m have become available within ‘The Athena’ portfolio and your
client has instructed you to invest these funds directly into real estate. To this end you have just
received details from a broker on ‘Unit 5 Primrose Way Distribution Park, London’, an industrial
investment opportunity, which is currently available ‘off market’.

Summary details of this investment is in Appendix 2.
Your client also now wishes to launch a second mixed ‘green’ commercial property fund called ‘The
Poseidon’ portfolio. This fund will focus on socially responsible investment and offer direct exposure
to the German and French investment markets. Like ‘The Athena’ portfolio this portfolio will hold Core
and Core plus properties.© University College of Estate Management 2018 Page 3 of 12


You have been instructed by your client, ‘Dreamcatcher Investments’, to prepare a fully referenced client report giving recommendations and conclusions both on the performance of your client’s
existing investment portfolio (‘The Athena portfolio) and on the key considerations for the creation of a new specialist investment portfolio to be known as ‘The Poseidon’ portfolio.

For ‘The Athena’ portfolio you should report on:

  • the possible acquisition of Unit 5 Primrose Distribution Park. Prepare a discounted cash flow
    (DCF) appraisal on this property to determine whether your client should acquire it for the
    ‘Athena’ portfolio. Your appraisal should include sensitivity and probability risk analysis on
    this investment proposition.
  • the performance of the ‘Athena’ portfolio over the last seven years bench-marked against the
    in-house ‘All-property’ index.
  • recommendations on how to re-balance the portfolio in accordance with the new five years strategy.

For ‘The Poseidon’ portfolio you should report on:

  • how to create, manage and measure the performance of the new ‘Poseidon’ portfolio of Core
    German and French properties.
  • an investment strategy and a set of objectives for this fund. You are required to make all relevant assumptions explicit regarding the strategy and objectives.
  • a summary assessment that identifies the key trends currently affecting the funding market
    for real estate investments in France and Germany. Your assessment should make recommendations on funding options for your client.
  • a property search undertaken by you in the German and French commercial property investment markets in which you identify one ‘green’ commercial property investment currently ‘For sale’ that you believe would be a potentially suitable acquisition for the new portfolio.

Prepare a profile (10–15 points) on this property summarising the key characteristics of this investment and provide recommendations to your client on why it might be suitable for this fund. (You are not required to prepare a DCF model as part of your profiling of this investment opportunity).

Additional guidance

Reference List and Bibliography

  • You should include a reference list with at least 15 separate relevant and appropriate sources that
    you have written about and directly cited within your work.
  • A bibliography of uncited sources is not required.

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Insurance Essay Writing Service Available

Insurance Essay
      Insurance Essay

Insurance Essay

In the past, Insurance industry focused mainly on marketing of Cash Value life insurance policies. Whole Life insurance with a saving component was being promoted as effective “forced saving” tools. Nowadays, Term life insurance is being promoted as a more “effective” insurance product. More and more insurance companies encourage consumer to “buy term and invest the difference”.
In no more than 3 pages, identify all critical factors in determining whether Term life or Cash value life insurance would better suits the financial planning needs of a consumer.

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The concept of Merger and Acquisition

The concept of Merger and Acquisition
The concept of Merger and Acquisition

The concept of Merger and Acquisition

Explain the concept of Merger and Acquisition and its impact on stock prices in Saudi Arabia?

Explain the impact of Merger and Acquisition on stock prices in Saudi Arabia? ONE PAGE long and use APA style references.

There is a major difference between mergers and acquisitions. Mergers occur between companies similar in size and the collaboration is “friendly” between both companies. However, Acquisitions occur between companies with different sizes and
the partnership is usually forced and hostile.
The main reason for firms entering into M&A is to grow, and companies grow to  survive. Growth strategies expand the company’s activities and add to its value since larger firm have more bargaining power than smaller ones.

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Equity and Trusts Case Study Paper

Equity and Trusts
Equity and Trusts

Equity and Trusts

OSCOLA Referencing
Please make sure you know how to reference properly.

CHOICE 1 ‘…[W]here interlocutory injunctions are sought to restrain publication before trial in cases involving a breach of confidence, privacy or libel, the court must look at the strength of the case and not apply American Cyanamid.’ Jamie Glister and James Lee, Hanbury and Martin: Modern Equity (20thedn, Sweet & Maxwell 2015) 776.

Using relevant legal authority and commentary, critically discuss the considerations of the court, when exercising their equitable discretion to grant interlocutory/ interim injunctions, and how (if at all) these considerations are affected by the Human Rights Act 1998.


In 2013 Rev Ltd set up as a small car manufacturing company. Over the last few years, car sales have increased steadily though they still only have about 1% of the car sales market in the UK. Their main selling point is that they are eco-friendly and cost-efficient. Rev Ltd has just invented a new emissions control system. Recent test results show that this new system will cut the emission of carbon monoxide gas to zero. This will allow them to break into the European car market. Rev Ltd has applied for a patent on their new system. Rev Ltd has recently learned that Renton, the largest car manufacturer in Europe, is about to launch their own new emissions control system, which appears to have exactly the same technology as that of Rev Ltd. Rev Ltd fear that this is a copy of their system and is a breach of their patent.

Mr Smith, the managing director of Rev Ltd is also worried about another matter. He has been contacted recently by Mr Jones, the editor of Bottom Gear which is the UK’s top-selling car magazine. Mr Jones said that he has been given confidential Rev Ltd documents which prove that the results of Rev Ltd tests on its new emissions control system were fixed and not honestly obtained. Mr Smith has denied these accusations but is concerned as Mr Jones has said that he will publish the story in the next issue of Bottom Gear, which is due to go to press in one week.

Advise Mr Smithon any equitable remedies that may be available to Rev Ltd.

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Broadly diversified portfolio Assignment

Broadly diversified portfolio
            Broadly diversified portfolio

Broadly diversified portfolio

Jack O’Boyle and David O’Brien are district managers for C&M Inc., a leading supplier of construction equipment. Over the years as they moved through the firm’s sales organization they became, and still remain, close friends. Jack, who is 33 years old, currently lives in Newark, New Jersey; David, who is 35 years, lives in Houston, Texas. Recently at the national sales meeting they were discussing various company matters, as well as bringing each other up to date on their families, when the subject of investment came up. Each of them had always been fascinated by the stock market and now they have achieved some financial success, they have begun actively investing. As they discussed their investments, Jack indicated that he felt that only way an individual who did not have hundreds of thousands of dollars to invest can safely is buy mutual funds shares, since they contain a large number of securities representing the stocks of the leading firms in a broad cross-section of industries. Jack emphasized that in order to be safe, a person need to hold a broadly diversified portfolio and that only those with a lot of money and time can achieve the needed diversification that can be readily obtained by purchasing mutual fund shares.

David totally disagreed. He said, “Diversification! Who needs it?” He felt that what one must do is to look carefully at each stock possessing desired risk-return characteristics and then invest all one’s money in that stock. Jack told him he was crazy. He said, “There is no way to conveniently measure risk- You are just gambling.” David disagreed. He explained how his stockbroker has acquainted him with beta, which is a measure of risk. David said that higher the beta, the more risky the stock, and therefore higher will be its return. By looking up the betas for potential stock investments in his broker’s beta book, he can pick socks having an acceptable risk level for him. David explained that with beta, one does not need to diversify; one merely need to be willing to accept the risk reflected by beta and then hope for the best. The conversation continued, with Jack indicating that although he knew nothing about beta, he did not believe one could safely invest in a single stock. David continued to argue that his broker had explained to him that beta can be calculated not just for a single stock, but also for a portfolio of stocks such as a mutual fund. He said, “What’s the difference between a stock with beta of say, 1.20 and mutual fund with beta of 1.20? They both have the same risk and should therefore provide a similar return.”

As Jack and David continued to discuss their differing opinions relative to investment strategy, they began to get angry with each other. Neither was able to convince the other that he was right. The level of their voice now raised, they attracted the attention of the company vice-president of finance, Jordan Katz, who was standing nearby. He came over to Jack and David and indicated he had overheard their argument about investments and thought that, given his expertise in financial matters, he might be able to resolve their disagreement. He asked them to explain the crux of their disagreement, and each reviewed his viewpoint. After hearing their views, Jordan responded, “I have some good news and some bad news for each of you. There is some validity to what each of you said, but there also are some errors in each of your explanations. Jack tends to support the traditional approach to portfolio management; David’s view is more supportive of modern portfolio theory.” Just then, the company president interrupted them, indicating that he must talk to Jordan immediately. Jordan apologized for having to leave and made an arrangement to continue their discussion over a drink later that evening.

a) Analyze Jack’s argument and explain to him why a mutual fund investment may be over- diversified and that one does not necessarily have to have hundreds of thousands of dollars in order to diversify adequately.
b) Analyze David’s argument and explain the major error in his logic relative to the use of beta as substitute for diversification. Explain the key assumption underlying the use of beta as a risk measure.
c) Briefly describe the traditional approach to portfolio management and relate it to the approaches supported by Jack and David.

d) Briefly describe modern portfolio theory and relate it to the approaches supported by Jack and David. Be sure to mention diversifiable, non-diversifiable, and total risk along with the role of beta
e) Explain how the traditional approach and modern portfolio theory can be blended into an approach to portfolio management that might prove useful to the individual investor. Relate this to reconciling Jack’s and David’s differing points of view.


a) Define and discuss different forms of efficient market hypothesis. Explain why in an efficient market it is difficult or impossible to consistently outperform the market.

b) You have been following the stock price of Lee Inc., for the past 16 consecutive days in an attempt to determine whether you can outperform the buy and hold strategy by employing a filter rule. The simple filter rule states that your buy or sell decision is dictated by the level of the filter. If the price of the stock increases by at least the level of the filter, you will buy and hold the stock until it reaches a peak and then drops at least by the level of the filter. In this exercise, you will refrain from short selling. As a result, when the stock price drops from the peak by the level of the filter, you will liquidate the position and hold on to cash until the next buying opportunity arises.

Security Prices ($)
1 100
2 99.2
3 98.59
4 97.11
5 94.33
6 96.09
7 95.57
8 95.59
9 94.64
10 94.47
11 94.99
12 95.43
13 93.22
14 92.7
15 94.7
16 93.36

i) Compute the return on $100.00 invested in the security by a 0.3% filter rule (without short sales) and compare this strategy to a buy and hold policy. Note that investors wait until the price increases by more than 0.3% for the first time. In addition, note that a fraction of a share can be purchased or sold. (Carry out calculations to 4 decimal points).
ii) Perform the autocorrelation of price movement over the 16 day period. Explain your finding.

iii) What do the results obtained in (i) and (ii) imply for weak form market efficiency? Based on the limited data that you have analyzed, what is your conclusion about the weak form market efficiency? Justify your conclusion.
3) Please refer to the attached Excel spreadsheet, QUESTION 3 tab. The data set contains monthly closing prices for the period of December 2013 to October 2018 for four stock indices. They stock indices are the DJIA, S&P500, Russell 2000 and Nikkei 225.

Based on the data provided, you are asked to do the following:

a) Compute the monthly holding period returns for each index;
b) Compute the mean, variance and standard deviation of returns for each index. Provide a comparative analysis of their performance.
c) Compute the variance-covariance matrix of returns for the above indices. What information is contained in the variance-covariance matrix? Why is variance-covariance matrix important for portfolio analysis? Explain.
d) Compute the correlation matrix for the above indices. What additional information provided by the correlation matrix that is not provided by the variance-covariance matrix? Explain in detail.
e) Calculate equally weighted two asset portfolios of the following combinations:

i. DJIA –S&P500
ii. S&P500 – Russell 2000
iii. S&P500 – Nikkei 225
iv. Russell 2000 – Nikkei 225

f. Rank the portfolios based on their risk-return performance. Explain and justify your response.

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Security Analysis and Portfolio Management

Security Analysis and Portfolio Management
Security Analysis and Portfolio Management

Security Analysis and Portfolio Management

Investment involves making of a sacrifice in the present with the hope of deriving future benefits. Two most important features of an investment are
current sacrifice and future benefit. Investment is the sacrifice of certain present values for the uncertain future reward. It involves numerous decision such as
type, mix, amount, timing, grade etc, of investment the decision making has to be continues as well as investment may be defined as an activity that commits funds in any financial/physical form in the present with an expectation of receiving additional return in the future. The expectation brings with it a
probability that the quantum of return may vary from a minimum to a maximum.
This possibility of variation in the actual return is known as investment risk

1. Answer question of the assignment
2. Hints for the assignment (very important). Password: sapm
3. Example of the assignment in excel

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Creating Rubrics Evaluating the Perfect Pizza

Creating Rubrics Evaluating the Perfect Pizza Based on your readings and a review of other resources, create a five-point rubric evaluating the perfect pizza.

Creating Rubrics Evaluating the Perfect Pizza
Creating Rubrics Evaluating the Perfect Pizza

1. The rubric should consist of five criteria for a perfect pizza.
2. Be sure to provide detailed descriptions of each level of grading criteria in your rubric.
Create a rubric to evaluate your learning in this classroom based on the objectives of the course, following the techniques you used when creating your pizza
APA format is not required, but solid academic writing and a title page are expected.

Black Jack as Game and not Money Gambling

Black Jack as Game and not Money Gambling 1) Introduction
Introduce your game and highlight the most significant characteristics of your game. Explain in general the applied skills while playing your game.

Black Jack as Game and not Money Gambling
Black Jack as Game and not Money Gambling

2) Explain and describe in details which materials / apparatuses / devices are needed to play your game.
3) Describe the major rules of your game. Please mention all rules that are needed to play the game properly.
4) Please state clearly the objectives of your game.
5) Please show the Psycho-Socio-Physiological effects for kids in comparison to adults and elderly people.
6) Please discuss your term paper game and compare it to some other games.
7) Reference List
8) Appendix if any
note that sources should be authentic (books, articles, journals, online encyclopedia britannica only …) wikipedia is not allowed.