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Random Walk Down Wall Street Summary

In this section you should provide a summary of the chapters 2, 6, 8, 14 and 15. The final draft should have at least one and possibly two paragraphs for each chapter discussing the chapters main points.

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A Random Walk Down Wall Street: The Time-tested Strategy for Successful Investing

Burton G. Malkiel (Author)

Specifically, chapters 2, 6, 8, 14 and 15

The titles for the chapters we will discuss follow:

Chapter 2: The Madness of Crowds

Chapter 6: Technical Analysis and the Random-Walk Theory

Chapter 8: A New Walking Shoe: Modern Portfolio Theory

Chapter 14: A Life-Cycle Guide to Investing

Chapter 15: Three Giant Steps Down Wall Street

Real Money Summary

In this section you should provide a summary of the major points of chapters 1, 2, 4, and seven. In the final draft you should have one to two paragraphs for each chapter discussing the chapters’ main points.

Jim Cramer’s Real Money: Sane Investing in an Insane World

by James J. Cramer
Specifically, chapters 1, 2, 4 and 7.

1. Staying in the Game

2. Getting Started the Right Way

4. Some Investing Basics

7. Creating Your Discretionary Portfolio

Discuss areas of agreement or disagreement

In this section you should provide two or three examples of how the authors agree or disagree with each other. You should have one to two paragraphs explaining each area

IV. Investment Portfolio

In this section you should provide an example of an Investment Portfolio. Meaning provide ideas for developing an investment portfolio. Include ideas on diversity across companies and sectors, security and speculation, and stock and bonds.

V. Economic Trends or forecast

In this section list the economic trends or business cycles that you feel are relevant to investing. Provide information from Livingstone Survey and The Conference Board’s LEI and CEI that may be used to forecast the economy’s direction.

VI. Index Mutual Funds or ETFs

Using an Internet web-site financial section, find and identify three index mutual funds or Exchange Traded Funds in the following broad classifications.

S&P 500

Please pick one ETF or Mutual Fund that tracks the Standard and Poor 500 Index.

Describe its profile

List its top 10 holdings

What is its 10-year historical return?

How diversified is it by sectors of the economy?

Meaning describe or give the percentage of how much of the fund is invested in each of the sectors of our economy.)
Sector Fund

Pick a fund that tracks a single sector of our economy. Generally, these funds for example have most (over 90%) of their investments in one of the following sectors, energy, real estate, healthcare, energy or technology.

Describe its profile

List its top 10 holdings

What is its 10-year historical return?

What is its sector focus? Meaning what percentage of it holding are in its major sectors of the economy?

Blended Fund

Pick a fund that is blended between stock and bonds. Typically, these blended funds have 30 – 70% in stocks and the remaining 30 – 70% in bonds.

Describe its profile

What is its 10-year historical return?

What is its investment break-down in terms of stocks and bonds?

VII. Economic Risk and Diversity

Explain how “high yields” or returns might mean high risk? What are the potential risks in being in one class of assets or stocks?

VIII. Conclusions

Explain how the information in the two books may help develop your philosophy of investing. Give your insights on whether it is a good idea to work out your own investment plan? What should a worthwhile investment plan include? Do you think an investment plan is something a person should develop? How would you use your economic knowledge to choose your investments? In this section you should take one to two paragraphs to share your own insights on your current or future knowledge of understanding investments.

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