Homework: Investment Analyst
Include any financial statements or relevant financial information in an appendix.
Write a four to six page paper in which you:
I. Provide a detailed overview of the selected U.S. investment indicating the rationale for your selection and plans for a diversified portfolio.
II. Select five financial ratios, then analyze the past three years of financial data for the investment (Obtain data from the financial statements or the equivalent).
III. Analyze the price of the investment to stock market beta for the past five years.
IV. 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.
V. 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.
Format your homework according to the give formatting requirements:
• The answer must be using Times New Roman font (size 12), double spaced, typed, with one-inch margins on all sides.
• The response also includes a cover page containing the student's name, the title of the homework, the course title, and the date. The cover page is not included in the required page length.
• Also include a reference page. The references and Citations should follow APA format. The reference page is not included in the required page length.