...Final Analysis Robert Patterson BUS655: Financial Investment Management Instructor: Scott Shaw Submitted September 14, 2015 Final Analysis When this portfolio was developed there was no experience and very little knowledge behind the investments. The investments were chosen based on quick internet research, information from investment TV shows, gut feeling, and the closest relatable past experiences. Hence the need to analyze the portfolio. The requirements for the portfolio were that it must include 100 shares of a publicly traded company, one corporate bond, one mutual fund, 100 call or put options that are at least 6 months out, and any leftover cash be put into a 6 month Certificate of Deposit (CD). The portfolio was $10,000 and 100% had to be invested. All relevant data on values, weightings, and so forth can be found in Table 1. All calculations are based on final values collected September 9, 2015. Even though the market did not perform well over this period and the portfolio was not constructed well, it seems to have performed well. The shares of a public company were invested in BP stock. An oil company was chosen due to previous work experience in the oil industry. The oil and gas market had been on a downward decline for quite some time but had seemed to have levelled out. The fact that the market had declined slowly means it is more along the lines of a recession instead of a market crash. This led to the thought that the price might have reached...
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