Portfolio Construction

Financial Investments 1

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Portfolio Construction



You will be developing a simple portfolio that will be used for analysis over the following five weeks. This will also be used in your in depth analysis of the entire portfolio for the Week Six Final Paper.  You are given $10,000 to allocate to a portfolio. You must allocate 100% of your portfolio to the following securities:

1. 100 shares of a publically traded company
2. 1 corporate bond
3. 1 mutual fund that reflects your investment style
4. 100 puts or calls of one option of your choosing (just make sure it is at least 6 months out).
5. With any leftover cash, find a 6-month CD and “invest” the funds into it.

Develop a table in Excel that can be used to track the value of these securities. Describe your objective(s) for this portfolio and why you chose the securities you did for your portfolio. Summarize your findings in a two- to three-page paper (excluding the title page and references page). Your paper must be formatted according to APA style as outlined in the Ashford Writing Center, and it must include at least two scholarly sources (in addition to the text).
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