Guidelines of the Research Paper:
Points to consider when researching MF & ETF:
Fund Objective
Past Performance - How has it done historically in the market and against competition?
RRSP eligible.
Load - why type of cost to purchase or type of load.
Top 10 Holdings
Classification of the fund - industry invested in.
Management Fees
Beta - volatility.
You can cut and paste Pie Charts of asset allocation. Be careful as nothing else should use cut and paste in the paper.
Hope this helps you think how you can analyze this type of securities.
Stock Points that you can put in your paper:
Core Business - What does the company do.
Beta - risk of your security.
Dividends - do they pay out? Will you receive some income this quarter from dividends.
Classification - What type of stock - Blue Chip? Use text book to classify.
Past performance - how has this stock done historically? Expert rating?
Company News - when you owned what happened to company - corona virus?
Ratios - any that mean something to you.
Guidelines For Investment Paper
This is just a guideline to topics that could be part of your financial analysis.
Minimum discussion of topics should be ten to twelve pages in length. The paper should be APA format. This should include table of contents, introduction, topic development, conclusions, references, and appendix of all charts.
Topic Content
Mutual Funds
Profitability (increase or decrease) of your 5 funds, based on a $100,000 start-up fee.
Top 10 holdings in your funds.
Is it RRSP eligible/Start up amounts.
Description of your mutual funds (fund sector)/Classification.
- Large Cap vs. Small Cap
- Money Market Fund
- Bond Fund
- Dividend Fund
- Equity Fund
- Specialty Fund
- International Fund
- Ethical Fund
Risk/reward of your investment/Volatility
- Rating/ Expert Opinion
- Past Returns
- Fund Objective
- Management Fees
Stocks/Bonds
- Profitability based on original investment.
- Risk/Beta/Reward of your Investment
- Company History
- Classification
- Dividends
- What is the company core business?
- Company News/Impact on Stock Price.
- Relevant Ratios.
The goal of your paper should be on the risk/reward factors of your choices. What factors would you consider, how would you research if you were really purchasing securities. The conclusion of your paper should also look at other investing alternatives, what would you invest future resources in - how would you spend a $100,000 if you had it.
Attachment:- Research paper guidelines.rar