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1. ) Full order description: Dear Freelancer, please write a 7-page essay (around 2000 words) on the attached project. MAIN DETAILS: ongoing homework using previous assignments. please see instructions ATTACHED:-Instructions2) Full order description: Dear Freelancer, please write a task, 2 pages essay, on the attached Mod 6 journal prompts MAIN DETAILS: FIN 340 Module Six Journal Guidelines and RubricOverviewThis journal activity is private between you and the instructor. This assignment will allow you to assess the impact of news on stocks and significant ways. News spreads in the market at different speeds and levels of importance. As investors, you need to think about how information moves from market participants to securities. Unexpected news can cause a steadier rate when events happen as people expect them to. Additionally, market participants might create inaccurate expectations. This news is not what people expected. An investor should consider all of these dynamic factors when making portfolio decisions. ATTACHED:- Instructions-
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FIN-340-X4378 Fundamentals of Investme…
Module Six Journal
Guidelines and Rubric
JD
FIN 340 Module Six Journal Guidelines and Rubric
Overview
This journal activity is private between you and the instructor. This assignment will allow you to assess the impact of news on stocks and
significant ways. News spreads in the market at different speeds and levels of importance.
As investors, you need to think about how information moves from market participants to securities. Unexpected news can cause the ma
steadier rate when events happen as people expect them to. Additionally, market participants might create inaccurate expectations. This
the news is not what people expected. An investor should consider all of these dynamic factors when making portfolio decisions.
Prompt
Complete both of the following scenarios:
1. Choose one stock from the list below:
International Business Machines Corporation (IBM)
The Coca-Cola Company (KO)
Bristol-Myers Squibb Company (BMY)
Oracle Corporation (ORCL)
3M Company (MMM)
Baxter International, Inc. (BAX)
Big Lots, Inc. (BIG)
Netflix, Inc. (NFLX)
Akamai Technologies, Inc. (AKAM)
General Electric Company (GE)
2. Then go to Google Finance (linked in the module resources) or another website and find a news article that you believe would impa
3. Calculate the return of the chosen stock for the following timelines:
The two weeks prior to the news
The day of the news
The two weeks after the news
4. Explain how the actual impact of the news on the stock price aligned with your initial expectation after reading the news article.
5. Choose a significant economic report (unemployment, GDP, etc.) or Federal Reserve Open Market Committee announcement.
6. Then use Google Finance to research the historical pricing of the Chicago Board Options Exchange (CBOE) 10-year treasury price (
The day of the news
The two weeks after the news
7. Explain if the impact of the news on the bond price matched your expectations after reading the news article. Show your work to ge
Specifically the following critical elements must be addressed:
I. Calculate the return of the chosen stock for the two weeks prior to the news, the day of the news, and the two weeks after the new
II. Explain whether the news article had the impact on the stock price that you expected.
III. Calculate the percentage change of the CBOE 10-year treasury price for the day of the news, and the two weeks after the news. Sh
IV. Explain how the actual impact of the news on the bond pricealigned with your initial expectation after reading the news article.
What to Submit
Your journal assignment should be 2–3 paragraphs in length and address all of the critical elements. It should also cite at least two source
readings as well as recent news articles. Submit the journal assignment as a Word document.
Module Six Journal Rubric
Criteria
Return
Exemplary
Needs Improvement
Calculates the return of the
Calculates the return of the
chosen stock two weeks prior
chosen stock two weeks prior
to the news, the day of the
to the news, the day of the
news, and two weeks after the
news, supporting each
calculation by showing the
work involved with no errors
(100%)
news, and two weeks after the
news, but calculations contain
errors, or work to support
calculations is not shown (75%)
Meets “Proficient” criteria and
Explains whether the news
Explains whether the news
demonstrates a deep
understanding of the topic
(100%)
article had the impact on the
stock price that was expected
(85%)
article had the impact on the
stock price that was expected,
but explanation is inaccurate
and/or incomplete (55%)
N/A
Calculates the percentage
change of the CBOE 10-year
treasury price for the day of the
news and the two weeks after
the news, supporting each
calculation by showing the
work involved with no errors
(100%)
Calculates the percentage
change of the CBOE 10-year
treasury price for the day of the
news and the two weeks after
the news, but calculations
contain errors, or work to
support calculations is not
shown (75%)
Bond Price
Meets “Proficient” criteria and
demonstrates a deep
understanding of the topic
(100%)
Explains how the actual impact
of the news on the bond price
aligned with the initial
expectation after reading the
news article (85%)
Explains how the actual impact
of the news on the bond price
aligned with the initial
expectation after reading the
news article, but explanation is
inaccurate and/or incomplete
(55%)
Articulation of Response
Meets “Proficient” criteria and
is presented in a professional
and easy-to-read format
(100%)
Journal assignment is wellorganized, clear, concise,
convincing, and free of errors in
spelling, syntax, or grammar,
with relevant sources that are
authoritative and properly
cited (85%)
Journal assignment has major
errors related to citations,
grammar, spelling, syntax, or
organization that negatively
impact readability and
articulation of main ideas (55%)
Impact
Treasury Price
N/A
Proficient
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FIN-340-X4378 Fundamentals of Investme…
Final Project Guidelines and
Rubric
JD
FIN 340 Final Project Guidelines and Rubric
Overview
Your job as a financial advisor is to create investment goals for your client and a plan to reach them. You will then make subsequent invest
for a client is a multistep process that involves:
Analyzing a client’s financial data
Determining a client’s risk tolerance and objectives
Determining the values of stocks
Developing a portfolio based on the client’s risk tolerance, return objectives, and liquidity objectives
Selecting appropriate assets
Supporting a portfolio with rationale
Scenario
During the project, you will act as a financial advisor. You will complete a client analysis for two separate clients found in the Final Project
Later, you will select one of these clients and create an investment portfolio for them. You will be creating an investment portfolio for onl
optimal portfolio. The main goal of this project is to create a personalized portfolio that meets your chosen client’s needs. You will go thro
create the portfolio. You will then submit the portfolio as your final project.
The project is divided into two milestones. Each milestone will contain different sections of your client’s portfolio. These milestones will b
learning and ensure quality final submissions. The final product will be submitted in Module Seven.
In this assignment, you will demonstrate your mastery of the following course outcomes:
Differentiate between investment vehicles, asset classes, and security types for effectively selecting investment exposures
Apply appropriate models in determining the estimated value of stocks and bonds relative to current market prices for informing in
Apply portfolio measures in constructing comprehensive investment portfolios that appropriately address client risk and return ob
Assess the risks associated with investments for their implications on expected returns
Prompt
Use feedback and what you’ve learned in the course to revise the parts of the portfolio that you developed in Milestones One and Two.
In this project, continue working on the Final Project Calculations spreadsheet you began work on for Milestone Two. Make any necessar
submit your final portfolio and rationale to present to the client. Also, evaluate the portfolio’s performance.
Specifically, the following critical elements must be addressed:
I. Client Analysis: In this section, you will analyze each client’s financial documentation and determine their risk tolerance and object
section, you must analyze the information for both Client One and Client Two.
A. Analyze each client’s financial documentation in order to perform the following evaluative activities. Be sure to support your
1. Explain each client’s risk tolerances.
2. Explain each client’s return objectives.
3. Explain each client’s liquidity objectives.
B. Based on client analysis, write a brief investment statement classifying each client into one of the following categories: growt
response with specific client information.
II. Stock Analysis: In this section, you will select five stocks from the provided list and determine their values by applying an appropria
multiple model (earning or sales) or dividend valuation model.
A. Determine the value of each stock by using an appropriate model based on the characteristics provided for each stock.
B. Provide a rationale for the stock valuation method you chose for each stock. Cite specific information to support your d
C. Using the calculated valuation, the current market price, and historical performance, determine the expected return for
III. Portfolio Development: In this section, you will develop a portfolio for a chosen client (Destiny or the Garcia family) based on the cl
objectives. You will select appropriate assets from the provided list.
A. For the chosen client, develop a portfolio from the provided list of assets that is informed by your analysis of the client’s objec
determined.
B. Calculate the expected portfolio return using the CAPM (beta) model. Clearly note what risk-free rate you used. Accurately d
objective. Would you design an investment portfolio that has a higher or lower expected portfolio return? Why?
C. Calculate the expected portfolio standard deviation. Clearly note what risk-free rate you used. Accurately discuss the other c
design an investment portfolio that has a higher or lower expected standard deviation? Why?
IV. Portfolio Performances
A. Provide a rationale to present to the client for the portfolio you have developed. In your rationale, include specific examples t
address the following:
1. Explain how your recommendations align with the client’s risk tolerance.
2. Explain how your recommendations align with the client’s return objectives.
B. Using the provided ex-post portfolio return statistics, evaluate the portfolio’s performance, and compare it to its appropriate
following:
1. Calculate portfolio return.
2. Calculate the Sharpe ratio for the portfolio and benchmark.
Milestones
Milestone One: Client Analysis
In Module Three, you will create a draft of the client analysis section of the final project. You will analyze client financial information for tw
each client’s risk tolerance, return objectives, and liquidity objectives. Finally, you will classify each client as growth, income, or capital pr
One Rubric.
Milestone Two: Stock Analysis and Portfolio Development
In Module Five, you will submit a draft of the stock analysis and portfolio development sections of the final project. You will choose one cl
Milestone One. You will select and apply valuation models to various stocks to determine their values. You will also determine the expect
begin to develop a portfolio for your chosen client from a list of provided assets. You will calculate the expected portfolio return and stan
Milestone Two Rubric.
Final Submission: Portfolio and Rationale
In Module Seven, you will use feedback and what you’ve learned in the course to revise the parts of the portfolio that you developed in M
your final portfolio and rationale to present to the client. You will also evaluate the portfolio’s performance. Your portfolio should be a co
critical elements of the final project It should reflect the feedback gained throughout the course This milestone will be graded using the
critical elements of the final project. It should reflect the feedback gained throughout the course. This milestone will be graded using the
What to Submit
Your submission should be 5–7 pages with double spacing, 12-point Times New Roman font, one-inch margins, and APA formatting. Show
upload an Excel workbook to show your calculations. Include a citation in your written paper if you refer to data that is found within an u
portfolio’s expected return is 7.2% (E64, Portfolio Standard Deviation, WB1);” E64 is the cell used for the calculation; Portfolio Standard
ensures that your instructor can quickly and accurately check data entry, formula use, and financial calculations.
Final Project Rubric
Criteria
Exemplary
Client Analysis: Client
Meets “Proficient” criteria, and
Explains each client’s risk
Explains each client’s risk
response demonstrates a
tolerances, supporting the
tolerances, supporting with
nuanced understanding of each
explanation with relevant client
client information, but
client’s risk tolerance causes
(100%)
information (85%)
explanation is missing
components, or supporting
information is missing or
contains inaccuracies (55%)
Client Analysis: Client
Information: Return
Objectives
Meets “Proficient” criteria, and
response demonstrates an
advanced ability to extract a
thorough and accurate
summary of each client’s return
objectives (100%)
Explains each client’s return
objectives, supporting the
explanation with relevant client
information (85%)
Explains each client’s return
objectives, supporting with
client information, but
explanation is missing
components, or supporting
information is missing or
contains inaccuracies (55%)
Client Analysis: Client
Information: Liquidity
Objectives
Meets “Proficient” criteria, and
response demonstrates an
advanced ability to extract a
thorough and accurate
summary of each client’s
liquidity objectives (100%)
Explains each client’s liquidity
objectives, supporting the
explanation with relevant client
information (85%)
Explains each client’s liquidity
objectives, supporting with
client information, but
explanation is missing
components, or supporting
information is missing or
contains inaccuracies (55%)
Client Analysis: Brief
Investment Statement
Meets “Proficient” criteria, and
response comprehensively
portrays each client’s
investment objectives (100%)
Writes a brief investment
statement based on client
analysis and classifies each
client into a category, justifying
response with specific client
information (85%)
Writes a brief investment
statement based on client
analysis and classifies each
client into a category, justifying
response with specific client
information, but response is
missing components, or
Information: Risk Tolerances
Proficient
Needs Improvement
supporting information is
missing or contains
inaccuracies (55%)
Stock Analysis: Determine
the Value
N/A
Accurately determines the
value of each stock using an
Determines the value of each
stock, but determination
appropriate model based on the
characteristics provided for
each stock (100%)
contains inaccuracies, or model
applied is not appropriate
(55%)
Stock Analysis: Stock
Meets “Proficient” criteria, and
Provides a rationale for the
Provides a rationale for the
Valuation Method
response demonstrates keen
stock valuation method chosen
stock valuation method chosen
Valuation Method
response demonstrates keen
insight into the appropriate
stock valuation method chosen
for each stock, citing specific
stock valuation method chosen
for each stock, but rationale is
application of stock valuation
methods (100%)
information to support
decisions (85%)
missing components or
misaligned, or information cited
is not relevant or nonexistent
(55%)
Stock Analysis: Expected
N/A
Return
Accurately determines the
Determines the expected
expected return for each stock
based on the calculated
valuation, current market price,
return for each stock based on
the calculated valuation,
current market price, and
and historical performance
(100%)
historical performance, but
determination is missing
components or contains
inaccuracies (55%)
Portfolio Development:
Meets “Proficient” criteria, and
Develops portfolio from the
Develops portfolio from the
Develop a Portfolio
response demonstrates keen
insight into the integration of
client objectives to develop a
provided list of assets that is
informed by an analysis of the
client’s objectives (85%)
provided list of assets that is
informed by an analysis of
client’s objectives, but portfolio
diverse and comprehensive
portfolio (100%)
Portfolio Development:
N/A
is missing components or is
illogical (55%)
Accurately calculates the
Calculates the expected
expected portfolio return for a
portfolio using the CAPM
portfolio return using the
CAPM model, but calculation
model, clearly notes what riskfree rate was used, and
accurately discusses the other
contains inaccuracies, the riskfree rate that was used is not
noted, or the other client is not
client (100%)
accurately discussed (55%)
Accurately calculates the
expected portfolio standard
Calculates the expected
portfolio standard deviation,
deviation for the portfolio and
accurately discusses the other
but calculation contains
inaccuracies, or the other client
client (100%)
is not accurately discussed
(55%)
Meets “Proficient” criteria, and
response makes cogent
Explains how the
recommendations align with
Explains how the
recommendations align with
connections between portfolio
recommendations and the
the client’s risk tolerance,
including specific examples
the client’s risk tolerances, but
explanation is misaligned or
client’s risk tolerance (100%)
(85%)
missing components or specific
examples (55%)
Portfolio Performances:
Meets “Proficient” criteria, and
Explains how the
Explains how the
Rationale: Return Objectives
response makes cogent
connections between portfolio
recommendations align with
the client’s return objectives,
recommendations align with
the client’s return objectives,
recommendations and the
client’s return objectives
(100%)
including specific examples
(85%)
but explanation is misaligned or
missing components or specific
examples (55%)
N/A
Accurately calculates the
Calculates the portfolio return,
portfolio return (100%)
but calculations are missing
components or contain
Expected Portfolio Return
Portfolio Development:
Expected Standard Deviation
Portfolio Performances:
Rationale: Risk Tolerance
Portfolio Performances:
Portfolio’s Performance:
Portfolio Return
N/A
inaccuracies (55%)
Portfolio Performances:
Portfolio’s Performance:
N/A
Accurately calculates the
Sharpe ratio for the portfolio
Calculates the Sharpe ratio, but
calculation is missing
and benchmark (100%)
components or contains
inaccuracies (55%)
Submission is free of errors
related to citations, grammar,
Submission has no major errors
related to citations, grammar,
Submission has major errors
related to citations, grammar,
spelling, syntax, and
organization and is presented
spelling, syntax, or organization
(85%)
spelling, syntax, or organization
that negatively impact
Sharpe Ratio
Articulation of Response
in a professional and easy-toread format (100%)
readability and articulation of
main ideas (55%)
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