Deliverable 5

# Finally calculate your portfolios benchmark for the

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Finally, calculate your portfolio’s benchmark for the first week of your portfolio, the second week of your portfolio, and the first two weeks combined the using equation (1). Use the following table to put the data together: Go to yahoo; type SPDR; February 23 to March 5 Period Value of S Value of B Performance of Benchmark First week (137.02-136.63) / 136.63*100 = .285 (58.16- 58.04)/58.04*100 = . 2067 (.60*.285)+(.4*.20) = .251 Second week (136.75-137.73) / 137.73*100 = -.7115 (58.02- 58.08+.113)/58.08*1 00 = .09125 (.6*.711)+(.4*.091) = .463 Both weeks together (136.75-136.63) / 136.63*100 = .0878 (58.02- 58.04+.113)/58.04*1 00 = .160234 (.6*-.087)+(.4*.160) = .0118 Individual Student Reports For the individual student portions of this deliverable, each team member will write a report on the individual performance over the past two weeks of the three or four stocks and one bond that person is responsible for. Each of these reports should contain three items: 1. Your name. 2. Relevant data: Prepare the following table: Christian’s Investment Price two weeks ago Last closing price Dividend or interest received Two-week rate of return TWC 79.15 77.18 1262.50 -2.27% GE 19.02 18.97 5212.50 -2.63% ISRG 510.12 516.91 438.25 1.33% T-note 3.5% 15-Feb-2018 1140.32 TWC has fallen nearly 2 dollars, however, it has been fluctuating from day to day. However, when determining to purchase the stock I was looking long term regarding the markets move away from online streaming sites such as Netflix. Netflix has recently lost rights to a large amount of their library and I feel that if I ride this stock this market will yield a strong return. GE has also fallen slightly over the past week. However, I took the approach that it was a safe stock and will grow gradually over time. I will keep an eye on the stock, however, history of graphs make it probable that it will not only recover but

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also grow and make not only a safe stock, but hopefully a profitable one. ISRG stock was my only stock that made me money. This giant in the industry has a stranglehold on the future of the market. However, the ceiling will be determined by a company called Titan which can threaten their Di Vinci robots. If Titan can get approved it will make a major competitor in the market. However, ISRG has a strong hold of pattens and will likely assert themselves as the best competitor. However, if Titan fails to compete they have the whole market to themselves for the foreseeable future and ceiling will be greatly expanded. Janine’s Investment Price two weeks ago Last closing price Dividend or interest received Two-week rate of return AAPL 514.83 532.20 - Feb23 – March 5 NKE 104.95 109.24 - SXCI 61.80 71.36 - Microsoft 1,082.04 - AAPL Apple had fallen about \$12.02 as of March 5th. At around 11AM EST, a one million share block of Apple stock hit the open market and brought shares plunging down. This causes potential for scaring many players out of the market. There had been a severe divergence in the three major indices. - NKE Nike had originally been underappreciated by the Asian market, as it had been notorious for making employees work long, arduous hours. The reputation of the company’s supply chain may globally disrupt and disturb Nike’s reputation.
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