Messages
Proposals
Get Urgent Help In Your Essays, Assignments, Homeworks, Dissertation, Thesis Or Coursework Writing
100% Plagiarism Free Writing - Free Turnitin Report - Professional And Experienced Writers - 24/7 Online Support
|
Table of Assets |
|||||||||
|
S.No |
Name |
Ticker |
Amount |
Percentage |
Share price |
Number of shares |
|
||
|
Stocks 70% |
|
||||||||
|
1 |
Exxon Mobil |
XOM |
$ 7,407 |
5.29% |
74.82 |
99 |
|
||
|
2 |
Nathan's Famous |
NATH |
$ 10,150 |
7.25% |
72.5 |
140 |
|
||
|
3 |
Bank of America |
BAC |
$ 10,772 |
7.69% |
28.88 |
373 |
|
||
|
4 |
Nutrisystem |
NTRI |
$ 10,339 |
7.38% |
43.44 |
238 |
|
||
|
5 |
Roku |
ROKU |
$ 12,427 |
8.88% |
47.43 |
262 |
|
||
|
6 |
Apple |
AAPL |
$ 11,645 |
8.32% |
171.25 |
68 |
|
||
|
7 |
Microsoft |
MSFT |
$ 4,441 |
3.17% |
105.74 |
42 |
|
||
|
8 |
Ford |
F |
$ 7,604 |
5.43% |
8.7 |
874 |
|
||
|
9 |
United Parcel Service |
UPS |
$ 8,526 |
6.09% |
106.58 |
80 |
|
||
|
10 |
General Electric |
GE |
$ 8,893 |
6.35% |
10.21 |
871 |
|
||
|
11 |
General Motors |
GM |
$ 11,874 |
8.48% |
38.93 |
305 |
|
||
|
12 |
Coca Cola |
KO |
$ 11,722 |
8.37% |
49.25 |
238 |
|
||
|
13 |
Netflix |
NFLIX |
$ 10,892 |
7.78% |
351.34 |
31 |
|
||
|
14 |
Walt Disney |
DIS |
$ 7,645 |
5.46% |
110.8 |
69 |
|
||
|
15 |
ABC Company |
GOOG |
$ 5,664 |
4.05% |
1132.8 |
5 |
|
||
|
Total Stocks |
$ 140,000 |
100.00% |
|
||||||
|
Bonds 10% |
|
||||||||
|
Fidelity Capital & Income Fund |
FAGIX |
$ 19,990 |
100% |
9.69 |
2063 |
|
|||
|
International Stock 10% |
|
||||||||
|
Alibaba |
BABA |
5,501.10 |
27.51% |
166.7 |
33 |
|
|||
|
Tata Motors |
TTM |
2,524.00 |
12.50% |
12.62 |
200 |
|
|||
|
Banco Bradesco |
BBD |
3,035.55 |
15.18% |
12.39 |
245 |
|
|||
|
Duetche Bank |
DB |
2,120.80 |
10.56% |
8.8 |
241 |
|
|||
|
GlaxoSmithKline |
GSK |
6,810.36 |
34.24% |
39.14 |
174 |
|
|||
|
Total Foreign Stocks |
$ 19,992 |
|
|||||||
|
|||||||||
|
Cash 10% |
$ 20,000 |
|
|||||||
|
|||||||||
|
Total |
$ 199,982 |
|
|||||||
Companies
Exxon
Mobil: ExxonMobil or simply Exxon Mobil Corporation
is actually an American multinational gas and oil firm with its headquarters in
Texas. It focuses on sustainable solutions.
Nathan’s
Famous: Nathan Famous Inc. is a US firm that
functionalizes different branches of restaurants for fast foods with their
specialty in hot dogs.
Bank
of America: The Bank of America Firm is basically
a US multinational financial services and investment bank based in North
Carolina with many other hubs in different areas.
Nutrisystem:
Nutrisystem is a commercial provider of services and products of weight loss
with its headquarters in Pennsylvania. Primarily, it offered weight loss
products and counselling in mortar centers.
Roku:
Roku players are referred just as Roku are several digital
media players. In the form of channels, the firm offers over-the-top content.
Apple:
Apple Inc. is a US multinational technological firm with its
headquarters in California that sells, develops, and design electronics.
Microsoft:
Microsoft Corporation is namely a US technological organizations with its
headquarters in Washington. It is all about technology and applications.
Ford:
Ford Motor Firm or simply Ford is a multinational automaker with its
headquarters in Michigan. It sells
United
Parcel Service: United Parcel Service is a US
multinational supply chain management and package delivery company. The
worldwide logistics organization has its headquarters in Georgia.
General
Electric: General Electric Organization is a US
global conglomerate is incorporated in NY or New York with its headquarters in
Boston and specializes in power generation.
General
Motors: General Motors Organization is usually
referred as General Motors and is a US global company with its headquarters in
Detroit and specializes in motor parts.
Coca
Cola: Coke or Coca Cola Company is a US
organization, retailer, and manufacture of nonalcoholic beverage syrups and
concentrates.
Netflix:
Netflix Inc. is actually a US media-service provider with its headquarters in
California. Marc Randolph and Reed Hastings founded the service-provider.
Walt
Disney: Walt Disney was formerly known as the
Walt Disney Company is a US diversified global entertainment and mass media
conglomerate with its headquarters in California.
ABC
Company: ABC firm is an exclusive North
American Distribution of VH or Van Hool motor coaches.
WALT
DISNEY:
Brothers Walt and Roy O established
this company on 16thOctober, 1923. Disney brothers cartoon
studio. In 1986, the company was
officially changed to Walt Disney Company from Walt Disney production and Walt
Disney studio.
AliBaba:
This company was established in May27,
2016. It connects businesses with byers in China all over the world. It is also
running online payment platform known as Alipay.
Tata
Motors:
It is a global
Automobile manufacturing company. It has an extensive range of cars, utility of
supports, truck, buses and defense vehicles. Company is based at WMJ (Warwick
Manufacturing Group).
Banco Bradesco:
It
provides financial and banking services. It was established in 1943. It’s
headquarter is in Osasco. It has 5,314 branches and it have 108,794 numbers of
employees. It operates through two segments Insurance and Banking.
Duetche Bank:
It
is a financial services headquarter is Frankfurt and investment bank as
multinational. It is global investment bank who have profitable and strong
private Franchises.
GlaxoSmithKline:
It
was incorporated on December 6, 1999. It is global healthcare company, operates
through three segments: consumer Healthcare, Vaccines and Pharmaceuticals. Its
normal products are following: respiratory, oral health, pain relief and skin
health.
The second table of reference is the researched 80%, it is
given below:
|
Table of Assets |
||||||
|
S.No |
Name |
Ticker |
Amount |
Percentage |
Share price |
Number of shares |
|
1 |
Cash |
$ 23,120 |
2.89% |
|||
|
2 |
TTM Technologies Inc |
TTMI |
$ 59,752 |
7.47% |
11.6 |
5151 |
|
3 |
AMN Healthcare Allied Inc |
AMN |
$ 54,177 |
6.77% |
64.42 |
841 |
|
4 |
Lamb Weston Holdings Inc |
LW |
$ 49,411 |
6.18% |
71.3 |
693 |
|
5 |
Koppers Incorporated |
KOP |
$ 45,116 |
5.64% |
23.22 |
1943 |
|
6 |
TransDigm, Inc. |
TDG |
$ 42,679 |
5.33% |
402.63 |
106 |
|
7 |
Iron Mountain Incorporated |
IRM |
$ 40,782 |
5.10% |
36.94 |
1104 |
|
8 |
Tronox Finance Plc |
TROX |
$ 37,918 |
4.74% |
2.57 |
14754 |
|
9 |
Valvoline Inc |
VVV |
$ 35,988 |
4.50% |
22.72 |
1584 |
|
10 |
Versum Materials, Inc. |
VSM |
$ 34,045 |
4.26% |
37.33 |
912 |
|
11 |
Wesco Distribution, Inc. |
WCC |
$ 32,839 |
4.10% |
54.19 |
606 |
|
12 |
DAVITA INC |
DVA |
$ 31,866 |
3.98% |
56.6 |
563 |
|
13 |
RAYONIER A.M. PRODS INC |
RYAM |
$ 30,706 |
3.84% |
14.65 |
2096 |
|
14 |
Catalent Pharma Solutions, Inc. |
CTLT |
$ 30,693 |
3.84% |
37.34 |
822 |
|
15 |
HD Supply, Inc. |
HDS |
$ 29,723 |
3.72% |
42.16 |
705 |
|
16 |
Teleflex Incorporated |
TFX |
$ 26,675 |
3.33% |
272.19 |
98 |
|
17 |
Quintiles Transnational Corp. |
IQV |
$ 26,062 |
3.26% |
129.02 |
202 |
|
18 |
Mcgraw-Hill Global Education Holdings/Mcgraw-Hill Global Finance
Inc. |
MHP |
$ 25,680 |
3.21% |
10.84 |
2369 |
|
19 |
Micron Technology Inc. |
MU |
$ 25,419 |
3.18% |
39.47 |
644 |
|
20 |
Sensata Technologies BV |
ST |
$ 25,154 |
3.14% |
47.73 |
527 |
|
21 |
Hologic Inc |
HOLX |
$ 23,272 |
2.91% |
43.91 |
530 |
|
22 |
Berry Plastics Corporation |
BERY |
$ 23,006 |
2.88% |
49.37 |
466 |
|
23 |
The Scotts Miracle-Gro Company |
SMG |
$ 22,740 |
2.84% |
75.8 |
300 |
|
24 |
Resideo Funding Inc. |
REZI |
$ 23,177 |
2.90% |
23.65 |
980 |
|
|
$ 800,000 |
|||||
Random Method
The random method used was the listing of all the NYSE
Companies and picking the stocks at random, whereas in the foreign stocks the
list of ADRs was taken out and the stocks were again picked at random.
Brief Impact
Investment Goal
The investment goal in this type of data was pretty clear.
The objective was high yield at a small time period so those companies were
researched and were chosen, which had high probabilistic growth.
This was the objective that was mentioned in the
requirements and therefore the stocks were chosen very carefully.
All of the data was taken from Morningstar and the potential
prices were those that were present at the time in the market
References
Morningstar. (2019, February 5). Stock Prices. Retrieved from morningstar.com: morningstar.com
Discuss your homework for free! Start chat
