Entire project consists of 4 Phases. See attached for detailed instructions.
Phase 1
- Declare your domestic (U.S) 4-stock portfolio via Blackboard Internal Message to instructor.
- Once approved, instructor will reply you with your personalized "starting template & data" Excel file. Then can proceed to steps 2 through 6 in Phase 1.
- Portfolio benchmark index and stock data gathering.
- Returns calculation: monthly and annual HPRs, HPY.
- Statistics: average, standard deviation, covariance, coefficient of correlation.
Phase 2
- 2-asset Minimum Variance Frontiers (MVF).
- Portfolio Minimum Variance Frontier.
- Efficient Frontier (EF).
- Capital Allocation Line (CAL).
- Investor Utility Curve (IUC).
- Optimal Risky Portfolio (ORP).
- Asset Allocation (AA) point.
Phase 3
- The calculation of the stocks’ Betas.
- Plotting of the Security Market Line SML and identifying whether your stocks are over- or under-valued relative to CAPM’s SML.
- Using DDM to value the price one of your dividend-paying stock.
Phase 4
- It covers a number of risk-adjusted measures of return of an investment. For now, just use the stated description and formulas. We will go over them in later lectures during the second half od the semester when we cover equities and these different risk-adjusted returns.
- We conclude the entire project with a very important question in Step #16 — this is the cornerstone assumption of the Markowitz Portfolio Theory
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