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Investment portfolio evaluation

Investment portfolio evaluation

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Published by Jijo Francis
investment portfolio examples
investment portfolio examples

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Categories:Types, School Work
Published by: Jijo Francis on Apr 02, 2013
Copyright:Attribution Non-commercial

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03/17/2014

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Assignment 3
Investment portfolio evaluation
3/14/2013Ankitha Pandey 822-547-501Jijo Francis 822-417-173Lejo John 822-231-809ath!" #ho$dary 822-327-%98inkesh Pate" 822-543-252
 
 
Managerial Finance Assignment 3 Due: March 14, 2013 ( Week 9) Worth ! o" Final #ra$e%ase$ on the  com&anies selecte$ "or the 'nestment ort"olio, com&lete the "ollo*ing ort"olio +aluation+ach &osition has an initial e-ual alue o" .200, 000
/om&anmol+changerice in  *hich stock *as &urchase$01 1013
5alue! ort"olio
01 1013
6umer o" hares ought01 1013+arne$ $ii$en$ (i" an)Market 5aluation/hange !/hange in Market &rice as 7 0311138eturn o $ate (use March 1113 closing &rice)
 5alue! ort"olio as 7 03
1113
Impact of Interest Rates (Debt and Profitably impact)Key Ratios
(Use Annual Data)
Potential impact of
increase
in interest rate on Revenue/SalesImpact of
reduced
interest rate on debt structure
Det 8atio6et ro"it Margin 8++ 8atio
8%/
&%0'88
&200(000/20)3285'%3&%2'%5( 2'907) *ncrease3'942)&207875/20)
hi+h
l
o$
8'807)2%'17)19'87)12'2%)
%ell /ana$a
&42'05
&200(000/20)475%'58&47'17(12'175) increase 13'5%)&227099/21'8)
"o$hi+h
38'24)13'83)21'93)15'1%)
im ;orton<s
&48'%7
&200(000/20)4109'2%&52'51(7'88) increase8'42)&21%832/21)
"o$a,era+e
23'25)12'52)34'20)20'3%)
%arrick #ol$
&33'95
&200(000/20)5891'21&29'%4(12'%95) decrease-12'08)&175%09/1%'98)
hi+ha,era+e
29'49)-73'81)-52'24)39'84)
Brookfield Asset Management Inc
&37'21
&200(000/20)5375'15&38'%4(3'843) increase4'25)&20849%/20'20)
hi+hhi+h
42'%5)18'55)7'10)17'92)
otal ort"olio
&224'13
&1(000(000
100)232%7
otal Dii$en$s
1'83
otal 8eturn
&103%1482100)
 
8oal %ank o" /ana$a (+:8=)
.enin+ .rice on Jan!ary 10
th
 2013&%0'88#"osin+ .rice on Jan!ary 12
th
 3013 &%2'88i,idend .er share&0'%3he ,a"!e o .orto"io has increased to &207875 $hich $as .!rchased or &200000( $hich de.icts a .ositi,e trend' hereore the ,a"!e o in,estent has increasedet ratio has reained sta"ehere is an increase in the .roit ar+in( ain"y d!e to the increase in #anadian ho!seho"d orro$in+ Financia" Post6here is an increase o '41 ) in ( sho$in+ the eect !se o in,estors oney oo+"e Finance6
ummar
 :# sho$s contin!o!s .ro+ression in :!siness and eecti,e cost disci."ine
%ell /ana$a (+:%/+)
.enin+ .rice on Jan!ary 10
th
 2013&42'05#"osin+ .rice on Jan!ary 12
th
 3013 &47'17

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