Inidvidual IP Report

Microsofts rate of return had been 602 looking at

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Microsoft’s rate of return had been -.602%. Looking at this compared to the entire portfolio, although this is a loss, it is nothing significant enough to create a real impact. Even with the loss, our team had remained at the top from both our portfolio rankings and the Sharpe rankings, and had remained at the top for several weeks. From determining which companies were worthwhile investments to responding to when our company’s portfolio was in trouble, I had learned a mass amount of information regarding how to understand the stock market. By looking at a company’s
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6 beta in alignment to the market and by reading headlines of issues that may be seen as a detriment or benefit to the company, I was able to see the cause and effects of how my investments moved. Overall, the combination of stocks and bond I had chosen had still allowed me to profit collectively, since the majority of my stocks, which had the heaviest allocations, received major profits. Seeing we had done better than our other competitors in terms of their ability to properly allocate (within the class), we feel that our approach is the best. Therefore by working with my team and our recommended opportunistic allocation of 85% stocks and 15% bonds, we feel that we could lead UPS in a more rewarding and successful track.
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7 Nipal Works Cited "100 Fastest-Growing Companies 2011: SXC Health Solutions." CNNMoney . Cable News Network. Web. 22 Feb. 2012.<http://money.cnn.com/magazines/fortune/ fortunefastestgrowing/2011/snapshots/1.html>. "Apple Reports Blowout Earnings: Even the Most Optimistic Fan Boys Are Amazed at the Numbers." Domain Shane . 24 Jan. 2012. Web. 02 May 2012. <http://domainshane.com/apple-reports-blowout-earnings-even-the-most optimistic-fan-boys-are-amazed-at-the-numbers/>. "Beige Book - April 11, 2012." FRB: . Web. 3 May 2012. <http://www.federalreserve.gov/monetarypolicy/beigebook/beigebook201204.h m>. "LUV Headlines | Southwest Airlines Company Comm Stock - Yahoo! Finance." LUV Headlines | Southwest Airlines Company Comm Stock - Yahoo! Finance . Web. 07 May 2012. <http://finance.yahoo.com/q/h?s=LUV>. "NKE: Summary for Nike, Inc. Common Stock- Yahoo! Finance." Yahoo! Finance . Web. 03 May 2012. <http://finance.yahoo.com/q?s=nke>. "SXC Health to Buy Catalyst Health." Yahoo! Finance . Web. 07 May 2012. <http://finance.yahoo.com/news/sxc-health-buy-catalyst-health 205526157.html>. "SXCI | Stock Price Quote for Sxc Health Solutions." SXCI | Stock Price Quote for Sxc Health Solutions . Web. 03 May 2012. <http://quote.barchart.com/quotes/stocks/SXCI>.
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8 "The Place Joao Bordalo Calls Home." 10 Reasons to Invest in Apple . 28 Aug. 2007. Web. 02 May 2012. <http://joaobordalo.com/articles/2007/08/28/10-reasons-to invest-in-apple>.
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Microsofts rate of return had been 602 Looking at this...

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