...“Personal Portfolio Assignment” February, 2013 A. Brief Introduction highlighting your strength and support overseas assignment In order to select the right candidate for the position, the hiring manager has to assess whether the candidate has the proper skills and personality to build a successful telecommunication sector overseas. I am here to tell you that I am the candidate for the job. I have over 6 years of experience in high profile positions where I am responsible for managing a diversified team of employees who come from various cultures and held different professional backgrounds. My career growth went from performing complex administrative task for senior employees to being a property manager for one of the largest banks in the world. Therefore, I can sympathize with employees who are within a supportive role and I can understand the pressure of being in a high powered position. These positions have allowed me to learn and polish the skills needed to take on a leadership role overseas. Mr. Hartman (2000), the originator of the Hartman personality profile color code model generated a questionnaire test that compiles input data and analyzes how you subconsciously answered the questions. The results of the questionnaire will demonstrate that I have the necessary strength, personality and limitations needed to successfully take on the lead role position and produce phenomenal results all while achieving career and personal...
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...Rock, Paper, Scissors, and Other Investment Techniques (UOP) FIS 240 Week 5 DQs (UOP) FIS 240 Week 6 CheckPoint: So Many Businesses, So Little Money PART 1 OF 2 (UOP) FIS 240 Week 6 CheckPoint: So Many Businesses, So Little Money PART 2 OF 2 (UOP) FIS 240 Week 6 Assignment: Analyze This (UOP) FIS 240 Week 7 DQs (UOP) FIS 240 Week 7 CheckPoint: Income that Sticks PART 1 OF 2 (UOP) FIS 240 Week 7 CheckPoint: Income that Sticks PART 2 OF 2 (UOP) FIS 240 Week 8 CheckPoint: Lifetime Investment Matrix PART 1 OF 2 (UOP) FIS 240 Week 8 CheckPoint: Lifetime Investment Matrix PART 2 OF 2 (UOP) FIS 240 Week 8 Assignment: Living the Easy Life (UOP) FIS 240 Capstone Discussion Question (UOP) FIS 240 Final Project: Investment Policy and Portfolio Evaluation (UOP) ____________________________________________________ FIS 240 Week 1 CheckPoint: Is Time on My Side (UOP) For more course tutorials visit www.tutorialrank.com Resources: Appendix D and the Time Value of Money multimedia (enter into the Axia College student webpage first then copy and paste the link into the open browser) TUhttps://ecampus.phoenix.edu/secure/aapd/UBAM/Libraries/Flash/TVM.swfUT. Due Date: Day 5 [post to the Individual forum] Complete your responses to this week’s CheckPoint in Appendix D. Post the completed...
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...run. In 2000 Black and Decker Corporation was still reeling from the financial and strategic problems stemming from the company's acquisition of Emhart Corporation in 1989. In late 1998 Black & Decker management celebrated the completion of an almost decade-long effort to divest nonstrategic business gained through its 1989 acquisition of Emhart Corporation and expected the company to enter a long-awaited period of growth as its entire management refocused its attention on its core power tools, plumbing, and security hardware business. Archibald believed that "This portfolio restructuring will allow us to focus on core operations that can deliver dependable and superior operating and financial results." However the portfolio restructuring did little to improve the market performance of the company's securities. Yet Archibald and the management continued to express confidence that the company's streamline portfolio would allow Black & Decker to achieve revenue and earnings growth that the market would find impressive. So far the 1998 divestitures have not produced steady increases in the company's stock price, but look promising for the future due to the efforts to refocus efforts on the successful power tools line. Strategic planning team evaluation Over the years, Black & Decker has branched off into many different directions in order to gain as much market share as possible. The diversification program in the 1980s produced mixed results for shareholders, and later...
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...work and needs to plan accordingly. One main question that is always a difficult one to answer is how long one needs to work before they can comfortably stop working and rely on their financial portfolio to take care of expenses after work. In order to analyze these questions, a deterministic model of an investment portfolio was created and stochastic modeling was used to determine the likelihood of being able to accumulate the necessary finances over the desired period of time. Quantitative Analysis: 1. Using the given deterministic model, the annual outflows were estimated from the retirement portfolio over the retirement years and the estimated return on the account was also calculated. It was determined that under these basic assumptions of salary and portfolio growth rate the portfolio could expect to grow to $452,900 within thirty years. However, this assumed a fixed salary growth rate of 5% as well as a 4% annual investment rate. Given the high rate of inflation and the projected expenses after retirement, it was calculated that if this money was to last for the retirement, then even pulling out $50,000 per year in expenses would cause the account to run out after just a few years. 2. Adjusting the annual rate to 8% from 4% had a major effect. Although the portfolio fell short of the one million dollar goal by only reaching $853,633, this was a major effect as it allows the individual the ability to pull $100,000 each year from this account and still sustain...
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...Kochman’s and Badarinathi’s mathematical case for upside deviation deals with portfolio upside deviations being divided by a market’s upside deviations to so show the resulting ratio and how it facilitates other tests for positive or negative skewness. The article discusses how CAPM is inappropriate for the evaluation of portfolios given that is not only assumed that the returns on distributions are symmetrical, but that the beta (performance and return-to-risk ratios) underestimates the risk of larger numbers of mutual funds. Kochman and Badarinathi needed to answer two questions; can upside deviation be the means for portfolio evaluations and can this be done by taking the upside deviation of portfolios and divide those figure by the upside deviation of the market? Kochman and Badarinathi believe that to make a case for upside deviation as a means for portfolio evaluations is to take the upside deviation of the portfolio(s) and dividing it by the market(s) upside deviation. This would result with a ratio that facilitates another test of positive or negative skewness. To test whether the ratio of portfolio-to-market upside deviations as a success, a test on fund returns would need to be conducted to ensure a meaningful difference between upside deviations, portfolios, and markets. The overall findings showed that the relationships between low betas and low upside volatility appeared to be weaker than the relationships between high betas and high upside volatility. In addition...
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...Self-Reflection portfolio When I signed up for this class in the summer I was unsure what exactly this class included. I was not very confident in myself as a writer because I had never been challenged. I also didn’t know of MLA, colloquialism, or any of the rules. As we continued to write more essays and learning new concepts, I felt like i was improving. Writing has never came easy for me though. I tend to get off track and write things that are irrelevant to the subject. So, taking this class has helped me greatly. Overall, I feel like I’m improving but I still don’t feel like a strong writer, or anywhere close to a college level writer. As we continued to write about different things, I learned a lot about myself as a college...
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...PORTFOLIO CHECK SHEET/100 POINTS POSSIBLE The items listed on this page are worth a maximum of 74 points. Points will be deducted for each missing item. Items should appear in the order listed below. Required Artifacts ________ 3-ring notebook—organized into useable sections (2 points) ________ A title page with your name either on the outside of the portfolio or immediately inside (4 points). Do not add a date. ________ Resume and employment documentation (10 points) ________ A section for you to add documents/artifacts from your major. This section might be empty right now, but it should be there for future coursework. It should be labeled with the name of your major—not the word “Major.” (5 points) ________ Computer skills samples including Excel (5 points) word processing (5 points), PowerPoint (5 points) and any other software artifacts you might have. Note: word processing needs to be included in the computer section even if you have Word documents in other parts of your portfolio as well. Separate multiple pages of artifacts so each page is displayed for easy review* ________ Writing samples (10 points) Separate pages to display each page of your work.* (Must include two writing samples. These samples are intended to demonstrate writing ability, not word processing skills.) ________ Syllabus (plus any from previously taken courses)—put in a back section or pocket (no sleeves needed) (3 points) ________...
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...Collaboration. Since July 2007, KineoPacific has worked with CatalystIT to guide the further development of Mahara. A first guiding principle with the development of the Mahara ePortfolio system is that it is learner centred – a form of Personal Learning Environment. This is in contrast to the more institution-centric Learning Management System (LMS). Mahara is a stand-alone system that can be integrated into a wider virtual learning framework. We believe the Learning Management System remains a highly useful application for delivering learning. We also believe the overall environment can be enhanced and complemented by a learner-centred personal learning environment such as Mahara. Pan-institutional learner communities can also be encouraged using Mahara. Mahara’s architecture is inspired by the modular, extensible architecture of Moodle. The Mahara team has also been heavily involved in the Moodle community, with recent work mostly focused on Moodle Networks. Similarly, Mahara systems can be networked together as well having single sign-on from Moodle 1.9 upwards. In a sense, we see Mahara as a ‘sister’ application although the two systems are not required to go together. Mahara will continue to evolve as a ‘pluggable’, modular e-Portfolio system designed to leverage Web 2.0 web services and built with...
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... Disregarded professor’s directions and failed to complete a significant part of the assignment. Did not complete the ePortfolio assignment. Creative Use of Technology Innovative use of graphics, sounds, e-mail, links, additional software and Internet resources: superior presentation. Several creative sounds, graphics, and links used; presentation: keeps readers attention. Some uses of interesting sounds and graphics: predictable presentation. No evidence of independent resources: monotonous presentation. Did not complete the ePortfolio assignment. Attractiveness & Organization Graphics, colors, font size attractive and easy to read: enhances the portfolio Graphics, colors, font size appropriate. Graphics, colors, font size slightly distracting or adds little to the portfolio...
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...Introduction and Purpose: Over the past few years growth, of WW has not increased and it has remained stagnant due to the slow growth of the economy. In order to improve the growth of the organization, a few IT organizational changes are required that will help streamline the internal processes for WW to improve the overall business production and increase profit margin. Overall business can be improved by improving the current business operations, changing the roles and responsibilities of the staff members, upgrading to the new technology systems and the implementation of an IT portfolio management system. Leadership Philosophy: The leadership philosophy of the organization is to grow our business by meticulously serving the logistics needs of our customers offering excellence and value in everything that we do. Inspire our people and business partners to do their best, offering opportunities for personal development and success. Maintain a financially strong company that strives to give a competitive return to our shareholders. Our mission is to lead by example as a responsible, caring, and sustainable company making a positive difference in the communities in which we serve (UPS, INC. 2013). The memorandum addresses all the key issues in the current implementation and the solutions for those key issues. This memorandum includes all the organizational changes in the staff and their responsibilities, key services of the CIO organization and...
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...comes to achieving success." - Heather Bresch One of the greatest feeling someone can is accomplishing a goal. It can change everything from one second to another. When I completed my first photography portfolio it was one of my greatest achievements. To complete my first portfolio it took dedication where it sparked a personal growth and a new understanding of myself and others. When I created my first portfolio I had to put hard work and commitment in order to be able to finish my final product. I realized I loved taking pictures and I started to do a small photography business. I realized I never had my own photography portfolio, then I set my mind into completing one. I set up different photography shoots in order to set up my perfect portfolio. Each shoot was different, but they all had something similar. The photography shoots all had my personality in it and everyone could see it shine through. Each picture had its own background story and they were meaningful. I was able to pick the book and each picture going on. I went in and...
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...Modern Portfolio Theory in the Modern Economy: MPT During the Credit Crisis 0f 2008 Abstract There are various theories of risk and return as it pertains to measuring and predicting investment return in a portfolio- one of the oldest and most prominent being Modern Portfolio Theory .An example of a hypothetical portfolio utilizing the principles of MPT invested during the credit crisis of late 2008/early 2009 will be utilized in part. In direct application, does Modern Portfolio theory hold strong during a major financial crisis? Past research will be compared to present the mechanics and applications of MPT order to answer the questions poised and to create hypothetical portfolios based on past fund performance during the time period of 2007 -2010. It is expected that a portfolio using MPT would not have performed significantly better than any other less diversified investment. Contents Introduction……………………………………..........................................................................4-7 Credit Crisis Thesis Statement Modern Portfolio Defined Prior Research Prediction Method…………………………………………………….........................................................8-9 Parameters/ Source of Portfolios Results……………………………………………………......................................................10-19 A. Application/ graphs Conclusion…………………………………………...............………………………............19-20 Restatement of Thesis Discussion of Results Limitations Recommendation References……………………………………………………………………...
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...Premium และคำนวณ Standard Deviationเพื่อนำไปคำนวณหา Sharpe Ratio ที่มีอัตราส่วนที่สูงที่สุด ซึ่งอธิบายถึงผลตอบแทนที่ถูกปรับด้วยความเสี่ยง ที่ดีที่สุด เมื่อได้ทำการวิเคราะห์และคำนวณ Sharpe Ratio แล้ว พบว่า หุ้นที่เหมาะสมที่จะทำการลงทุนเพิ่ม ได้แก่ Pioneer Gypsum โดยลงทุนในสัดส่วน 4% จึงทำให้การลงทุนในตลาดเป็น 96% เนื่องจากเป็นสัดส่วนที่ทำให้ Sharpe Ratio มีค่าสูงที่สุด คือ 0.4702 ซึ่งถือได้ว่าเป็นการกระจายการลงทุนที่ทำให้ความเสี่ยงลดลง ซึ่งสอดคล้องกับทฤษฎี Modern Portfolio Theory ของ Harry M. Markowitz (1952) ที่กล่าวไว้ว่า “Don’t put all your eggs in one basket” สรุปรายละเอียดของ Mini-Case : John & Marsha on Portfolio Selection John ทำหน้าที่บริหาร Portfolio ซึ่งมีมูลค่า 125 ล้านดอลลาร์ของนักลงทุนอยู่ เขาปรึกษากับ Marsha เกี่ยวกับปัญหาของการบริหารจัดการหุ้นใน Portfolio ของเขา โดย John คิดว่าที่ผ่านมาผลตอบแทนจาก portfolio ที่เขาดูแลอยู่นั้นมักจะใกล้เคียงกับอัตราผลตอบแทนของตลาดและอิงจากกราฟ S&P 500 market index ที่จัดทำขึ้น เขาจึงรู้สึกว่าการบริหารของเขาอ้างอิงแต่กับตัวเลขของตลาดมากเกินไป เขาอยากจะบริหารจัดการ portfolio เสียใหม่ให้มีความเป็นตัวของตัวเองมากขึ้น และได้รับผลตอบแทนที่สูงขึ้นกว่าอัตราผลตอบแทนของตลาด เพื่อทำให้การทำงานของเขามีประโยชน์ต่อลูกค้ามากขึ้น โดยเขาเลือกบริษัทที่ราคาตลาดของหุ้นต่ำกว่ามูลค่าที่ประเมินได้ (Undervalued) และที่ราคาตลาดของหุ้นสูงกว่ามูลค่าหุ้นที่ประเมินได้ (Overvalued) ามาส่วนหนึ่ง โดยบริษัทที่เขาคาดว่าน่าจะมีมูลค่า Undervalued และสมควรซื้อมากคือบริษัท Pioneer Gypsum และหุ้นของ Global mining นั้น Overvalued จึงไม่สมควรซื้อโดยข้อมูลต่างๆของทั้ง2บริษัทที่เขาหามาได้มีค่าตามตารางนี้ ...
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...Fidelity Large Cap Stock Fund and S&P 500 are similar funds. These two funds heavily invest in large market capitalization company common stock, topping 80% of its entire portfolio. Fidelity Large Cap Stock Fund consists of normally 11 different sectors for equities listed in highest portfolio weight with first five sectors making 80% of the portfolio: • Financials • Information Technology • Health Care • Energy • Industrials • Consumer Discretionary • Consumer Staples • Telecommunication Services • Materials • Utilities • Other Current year-to-date performance of the Fidelity Large Cap Stock Fund (FLCSX) was overall positive at 16.24% year-to-date return. The financial sector contributed and played a big part in making the successful performance this year resulting from a good portfolio mixture of securities and its positive gain. This mixture consists of some of the high return securities such as; JPMorgan Chase, MetLife and Charles Schwab returning, 29.38%, 48.68% and 54.99% respectively. The historic performance has shown that both MetLife and Charles Schwab performed well responding to the rising interest rates, and these two companies did not fail to positively react to the recent increase in interest rates. Both companies’ share price went up by more than 20%. Thanks to the uptick in interest rates due to many speculation of slow economy recovery in the market. S&P 500 also had a strong year-to-date return at 13.82%. Both FLCSX and S&P 500 topped...
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...price- $36.29 52 week range - $30.82-36.90 Expenses – 0.5% Management fees 0.38% Other expenses – 0.12% Type of Fund: open-ended fund. Class R shares are generally available only to retirement plans. Class R-5 are generally available only to fee-based programs or through retirement plan intermediaries. No dealer compensation is paid from fund assets on sales of Class R-5 or R-6 shares. I like that the expenses are low. It is a lower risk fund. Although it is a growth fund, it doesn’t seem to fluctuate that much. American Funds Capital World G/I R5 (RWIFX) 36.29 0.08(0.22%) Nov 27 Add to Portfolio Risk as of Oct 30, 2012 Get Risk for: Risk Overview Morningstar Risk Rating: 3 Number of Years Up 7 Number of Years Down 2 Best 1 Yr Total Return(Dec 30, 2003): 39.47% Worst 1 Yr Total Return(Dec 30, 2008): -38.21% Risk (Modern Portfolio Theory) Statistics 3 Years Statistic RWIFX Category Alpha (against Standard Index) 4.13 5.19 Beta (against Standard Index) 0.87 0.85 Mean Annual Return 0.68 0.76 R-squared (against Standard Index) 95.16 86.55 Standard Deviation 17.40 17.88 Sharpe Ratio 0.47 0.53 Treynor Ratio 7.89 10.04 5 Years Statistic RWIFX Category Alpha (against Standard Index) 2.91 2.36 Beta (against Standard Index) 0.87 0.89 Mean Annual Return 0.02 -0.03 R-squared (against Standard Index) 96.30 89.30 Standard Deviation 20.80 22.04...
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