Investment Analysis

Today we'll be using some of the tools we've learned to analyze an investment portfolio. Here is your scenario:

You are a investment analyst. You have a friend who is a successful businessperson. Over lunch one day, she confides in you that she has become unhappy with her current investments. She says that her returns have been consistently lagging the market. While her account has not lost much in value, it has not gained much either. You ask her if she knows what she's invested in she gives you a list of mutual funds listed by their trading symbol along with the total amont she has invested in each fund.

BND - $100,000
ARTIX - $100,000
BNDX - $100,000
VFIAX - $200,000

Total Account Value - $500,000

You know from training and experience that a good portfolio is composed of a diversified group of stock mutual funds, 20% large companies (large cap), 20% mid-sized companies (mid cap), 20% small companies (small cap), 20% foreign companies, and 20% bonds. You decide to recommend the following list of 5 mutual funds equally funded.

VFIAX  - Large Cap Mutual Fund
VIMAX - Mid Cap Mutual Fund
VSIAX - Small Cap Mutual Fund
ARTIX - International Stock Mutual Fund
BND - Bond Market Fund

Some of these mutual funds she already owns, others, she will need to buy. 

Here is what you'l have to do to prepare your proposal:

• Research each of her current holdings on YahooFinance so you can describe what mutual funds she owns. 
• Create a Google Docs file describing each of the mutual funds you are recommending
• Create a pie chart showing her current investments
• Create a pie chart showing her what investments you are recommending
• Create a Google Slides file to present your recommendations

Here's how to complete the assignment:

1. Create a new folder on your Google Drive. Name your folder Portfolio Analysis.

2. Create a Google Docs file named Recommendation. In this document, describe each of her current mutual fund holdings along with a complete description of the mutual funds you are recommending for her. You can find thhis information on the Yahoo Finance Web site. I have provided links for your convenience.  Format your paper in 12 point Times New Roman, double spaced text. Describe the sales and purchases that she will have to make in order to re-balance her portfolio

3. Create 2 pie charts using Google Sheets, one showing her current holdings and one showing the mutual funds you are recommending. Name the files Current and Future.

4. Create a Google Slides file. Make sure it looks professional! Use 4 slides to make your presentation: Introduction, Current Portfolio with imported pie chart, Future Portfolio with imported pie chart, and Closing slide showing the sales and purchases that she will have to make.

This project is worth 20 points total and it is due at the end of class.

Rubric:

There are 3 parts to this assignment.

Google Docs File - 5 points
2 Pie Charts created using Google Sheets - 5 points each (10 points total)
Google Slides presentation -  5 points

Total 20 points