Be sure to post the full URL and the date accessed if the source is the Web for anything you extract from a website for this course, i. Putting the url at the top or bottom is insufficient. Plagiarism is a violation of the Academic Integrity Code of this institution and will not be tolerated. The plagiarism policy applies to every aspect of DVU course work including discussions, exams, quizzes, essays, assignments, etc.
In a top-down approach the first decision an investor makes is their asset-class weights. The top-down investment approach looks at the big picture — macro economic variables, the global economy, inflation and interest rates, commodity prices, etc. Alternatively if the price of oil is rising, investing in airline companies or automobile manufacturers may not be wise.
The major asset classes that you will consider are: Alternatively, portfolio construction decisions are based on an economic forecast. The latter will apply for this semester. The current Beige Book report will be the primary source of United States economic information for your asset allocation and security selection decisions.
The Beige Book can be found at: The next step of the process is sub-asset allocation. For stocks, what sectors are attractive, what market capitalizations offers the best risk return trade-off, etc. The same process is employed for bonds, international securities and cash.
It is important to keep in mind that broad diversification, with exposure to many assets is a powerful strategy for managing portfolio risk.
Once your asset allocation and sub-allocation decisions are made you will select securities for your portfolio. Securities should be combined to form a complementary and cohesive portfolio. Mergent Online will be your primary source of information regarding US stocks.
Mergent Online is a very powerful tool with high-quality, reliable financial information. There is an online tutorial which will guide you through using the database. Your paper should be at least 7 pages, double-spaced. Organize your paper logically with headings for each major section.
You must also include a descriptive chart of your fundamental analysis and pie charts or bar charts of your asset allocation and sector diversification.
Portfolio Guidelines Four Asset Classes: The major sectors of the index are: They are many sources on the Internet to research the constituents of the index. Wikipedia has a sortable database that can be found: Select three stocks from eight different sectors for analysis total: Create a chart showing three stocks per industry side-by-side and report and analyze the following: These eight stocks represent the equity portion of your portfolio.
For the international component of your portfolio use Exchange Traded Funds. Analyze and report on at least three ETFs.
For the fixed-income portion of your portfolio use mutual funds. Analyze and report on at least three funds.Your PP2 report should consist of precisely FIVE numbered pages.
The first page is a cover sheet having on it only your name, course name, and number (Business Economics GM), the academic term, and your e-mail address.
(Business Economics GM), the academic term, and your e-mail address. After that, the response to each of the three reported exercises should be on a separate page.
On each page, state the chapter and question number before answering it. Overview: Project Part 2 (PP2) consists of performing application-oriented exercises wherein the.
Your PP2 report should consist of precisely FIVE numbered pages. The first page is a cover sheet having on it only your name, course name, and number (Business Economics GM), the academic term, and your e-mail address.
Course Project - Part 2 Bus. Econ. Dr. H.
Suryoutomo Discussion Any questions, comments, or discussion about PP2 should take place in our Q & A Forum area of the weekly Discussion area of the course. Reporting All project submissions should be prepared as Word documents suitable for electronic transmission.
Your PP2 report should consist of precisely 5 numbered pages. Your PP2 report should consist of precisely 5 numbered pages.
The first page is a cover sheet having on it only your name, course name, and number (Business Economics GM), the academic term, and your e-mail address. Beranek Corp.
has $, of assets, and it uses no debt Answer. Question (TCO G) Beranek Corp. has $, of assets, and it uses no debt—it is financed only with common equity.