Prompt: First, review the completed portfolio analysis template listed in the various sheets below to access the financial data you gathered for the seven securities in your investment portfolio.
Forecast each company’s future revenues and earnings growth and analyze the risk and return tradeoff for these investments.
In a 2- to 3-page paper, complete the portfolio by comparing the risk/return trade-off of the investments and then, in the beginning of the executive summary,
describe how making these investments will position the company to generate an attractive absolute and relative investment performance and assess
investment performance utilizing specific performance measurements.
Specifically, the following critical elements must be addressed:
Portfolio: With your company and market analysis in mind, construct a complete portfolio that includes the following:
Compare the risk/return trade-off on the investments. Keep in mind the rates of return for shareholders on the proposed investment portfolio
Executive Summary: Justify your investment strategies in a summary, utilizing your company and market analysis and portfolio listed below in the varioues sheets for support. Include the
following in your justification
Describe how making these investments will position the company to generate an attractive absolute and relative investment performance. Support with examples
Assess investment performance utilizing specific performance measurements.
Apple (AAPL) Stock
201620172018201920202021
Revenues215639224265233235242565252267262358
Cost of Goods Sold131376156985163265169795176587183650
Selling, General & Administrative Expenses141943812539650412364162443289
Research and development1004500000
Operating Income600242915430321315333405635418
Net Interest Expenditure-134800000
Pre-Tax Income613722915430321315333405635418
Taxes156858746909694601021710625
Net Income456872040821224220732383924793
Earnings Per Share8.313.834.124.434.955.34
Shares Outstanding550053285156498448124640
Apple (AAPL) Bond
FirmInd Avg
Debt & Coverage Ratios
Debt/Assets0.600.50
Debt/Equity0.600.50
Current Assets/Current Liability1.351.77
EBITDA/Interest42.9549.50
Debt/EBITDA2.642.27
Cash Flow Ops/Total Debt0.340.19

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Prompt: First, review the completed portfolio analysis template listed in the various sheets below to access the financial data you gathered for the seven securities in your investment portfolio.
Forecast each company’s future revenues and earnings growth and analyze the risk and return tradeoff for these investments.
In a 2- to 3-page paper, complete the portfolio by comparing the risk/return trade-off of the investments and then, in the beginning of the executive summary,
describe how making these investments will position the company to generate an attractive absolute and relative investment performance and assess
investment performance utilizing specific performance measurements.
Specifically, the following critical elements must be addressed:
Portfolio: With your company and market analysis in mind, construct a complete portfolio that includes the following:
Compare the risk/return trade-off on the investments. Keep in mind the rates of return for shareholders on the proposed investment portfolio
Executive Summary: Justify your investment strategies in a summary, utilizing your company and market analysis and portfolio listed below in the varioues sheets for support. Include the
following in your justification
Describe how making these investments will position the company to generate an attractive absolute and relative investment performance. Support with examples
Assess investment performance utilizing specific performance measurements.
Apple (AAPL) Stock
201620172018201920202021
Revenues215639224265233235242565252267262358
Cost of Goods Sold131376156985163265169795176587183650
Selling, General & Administrative Expenses141943812539650412364162443289
Research and development1004500000
Operating Income600242915430321315333405635418
Net Interest Expenditure-134800000
Pre-Tax Income613722915430321315333405635418
Taxes156858746909694601021710625
Net Income456872040821224220732383924793
Earnings Per Share8.313.834.124.434.955.34
Shares Outstanding550053285156498448124640
Apple (AAPL) Bond
FirmInd Avg
Debt & Coverage Ratios
Debt/Assets0.600.50
Debt/Equity0.600.50
Current Assets/Current Liability1.351.77
EBITDA/Interest42.9549.50
Debt/EBITDA2.642.27
Cash Flow Ops/Total Debt0.340.19

Leave a Reply

Your email address will not be published. Required fields are marked *