Introduction of Investment in the stock and publicly traded

            Investment in the stock and publicly traded securities provide the return to the investors in the form of yield and interest. Some securities and stock can provide high returns with minimum cost and risk factor but identification of this kind of potential investment opportunity is not a simple task. Investors have to understand the market requirements, demands, and risk factors while selecting securities and shares for the investment portfolio. The initial investment stake selected for the investment purpose is around $50,000 from which 95% will be considered as the initial investment amount. The initial investment amount will be utilized to purchase stock and shares of the common stock and preferred stock. The present work is consisting of building a portfolio of the shares and stock. Present work will also through light on personal investment objectives and financial goals along with the types of stock and categories. Furthermore, the profile sheet and fact sheet are also developed for effective portfolio management.

Personal Investment Objectives and Financial Goals

        The key financial goals and personal investment objectives are discussed here in this section. The goals are to ensure profit maximization without compromising on liquidity considerations. The objective and financial goal are also to select best stock and investment opportunities with the minimum risk factor. The key objective is to develop the portfolio while considering the principles of risk and safety in investment. Furthermore, another goal is to manage the portfolio of investment while considering capital and income appreciation. Thus, the objective is to manage and evaluate investment portfolio over the short term and long term.

Type of stocks or categories of Investment in the stock and publicly traded

        The types of stock or categories that I will take ownership are presented below along with the detail of key reasons for selecting these categories and stock. Mainly, I would purchase or get ownership of publically traded stock in order to build my portfolio. The total cost budget developed for the purchase of publically traded stock is around $10,000.  Somehow, total purchased in units is 100 shares (as budget is including the cost of commission).

The stock types are presented below that relates to my selected stock.

Dividend Stock:

        The dividend stock or stock dividend represents a stock type which relates to the stock of Starbucks, Abbott Laboratories, and Nike Inc. These stocks are particularly related to the declaration and distribution of the dividend among all shareholders of common stock after meeting the needs of preferred stock.

Growth Stock:

        Target Corporation stock is related to the combination of growth and dividend stock. Target Corporation presents that the company will declare a dividend for the investors as the yield on their investment but historical analysis presents that the company is not paying a dividend to its investors since 2000.

Defensive Stock:

        Occidental Petroleum Corporation works in the oil and petroleum industry which has uncertainties and less vulnerable to economic downturns because of non-cyclical nature. Reduce in the volatility of Occidental Petroleum corporation makes its stock defensive stock.

Categories of Stock of Investment in the stock and publicly traded

        The selected stocks are related to different stock categories. Nike relates to consumer discretionary. Occidental Petroleum Corporation belongs to the energy category. While categories of Starbucks, Abbott laboratories, and Target Corporation are as consumer staples, healthcare, and retail category.

Profile Sheet and Fact Sheet  of Investment in the stock and publicly traded

The company profile sheet and fact sheet for each selected company are presented below:

Nike Inc.:

        Nike Inc. is an American company manufacturing product such as shoes, clothes, and sports equipment. The targeted customers of Nike Inc. are young generation living in the countries that are targeted by Nike for the purpose of sales and business expansion. Net income of Nike is around 4.44 billion annually.

Occidental Petroleum Corporation:

     Occidental Petroleum Corporation produces oil and petroleum to be sold in the international and local market. Customers of OPC includes small manufacturing companies and international clients of petroleum. Operational countries of OPC are Canada, Chile, and the United States.

Starbucks:

     Starbucks the world famous food and beverages selling company provide a variety of food items in more than 10 countries around the world. Company profiling presents that company has more than 291,000 employee and total 28,218 stores.

Abbott Laboratories:

     Abbott laboratories works in the healthcare industry with a wide range of services and products related to physical and psychological treatments. Abbott laboratories mainly work in America. Company is listed on NASDAQ at stock price $83.92.

Target Corporation

        Target Corporation is linked with the retail industry. Target is working in the United States since 1902. Customers of the target are household and small retailers.

Stock Companies Fundamentals of Investment in the stock and publicly traded

        The qualitative and quantitative information collected for the stock of selected companies indicates that selected companies will be capable to perform well in the future. Stock prices of the selected companies are continuously increasing, therefore, the continuous growth of revenue stream and net income will show the positive and bright future of these selected stock. Holding return calculated for Nike, Target, Abbott Laboratories, Occidental, and Starbucks are positive which indicate that by purchasing these stock investors would be able to maximize profit and yield (walletinvestor.com, 2019). The initial value of the stock was lower than the current period ending values, therefore, overall holding return is positive. The stock purchase tracking and historical prices are the key quantitative information utilized to select these stock for investment (finance.yahoo.com, 2019). Somehow, other qualitative information as increasing brand and company’s image in the market and perceived values of customers towards these companies are the key indicators which indicate the future growth trend and increase in sales. As a result of this, we can conclude that the selection of these stock was appropriate and accurate as these stock purchase can bring maximum profit and return on investment with minimum risk.

Conclusion  on Investment in the stock and publicly traded

        The whole discussion concludes that investment portfolio management includes all activities carried out in the light of financial goals and objectives of investment. In the total budget of 10,000 total of 100 shares are purchased from different stock categories and types. Somehow, investment tracking, holding return calculations, and historical analysis all represent that stock was selected appropriately.