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Investment Analyst

 To complete this assignment, refer to the scenario from Assignment 1: Investment Selection. 

 

Please include any financial statements or relevant financial information in an appendix.

Write a four to six (4-6) page paper in which you:

  1. Provide a detailed overview of the selected U.S. investment indicating the rationale for your selection and plans for a diversified portfolio.
  2. Select five (5) financial ratios, then analyze the past three (3) years of financial data for the investment (please obtain data from the financial statements or the equivalent).
  3. Analyze the price of the investment to stock market beta for the past five (5) years.
  4. Create a trend line that depicts the price movement for the investment against the market index movement using elements of Microsoft Office, such as Excel, Visio, MS Project, or one of their equivalents (such as Open Project, Dia, and OpenOffice) as appropriate. Note: The graphically depicted solution is not included in the required page length.
  5. Determine the type of person who would be the best candidate for the chosen investment (e.g., the risk adverse investor, an aggressive investor, a broker and a dealer in the market, etc.). Provide a rationale for why this investment is a solid one and support the assertion that someone should invest in this stock.
  6. Use at least five (5) quality academic resources in this assignment. Note: Wikipedia and similar websites do not qualify as academic resources. Visit the Strayer University Library at .

 

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