Assess how your portfolio (2 stocks plus one fund) has performed during the first
month, Jan 31 to Feb 28. You will need daily closing prices for the month. Format is your choice, but be sure to
include the following for your portfolio, the peer/aspirant firms, and the S&P500:
Calculate portfolio weights again and compare to original - which asset is driving your return? Other
observations?
Calculate 1 month HPR (and annualize) for each asset and the portfolio (buy and hold for the month)
Calculate daily HPRs for the month, mean and standard deviation, and annualize
Relevant descriptive statistics
Exhibits, e.g. graph closing prices or percentage return for each
Would you still rate your stocks as a buy? Why or why not? Other observations?
Upload your Excel and a Word doc containing a table of your results plus discussion and analysis. Work on
succinct writing, which is highly valued in the investment profession.
You will use my previews homework data to complete this homework (portfolio). Please be careful and take a
look on attached files.
Sample Solution