Money Management Accounting, Finance, SPSS Coursework (Coursework Sample)

Table of Contents TOC \o "1-3" \h \z \u MONEY MANAGEMENT PAGEREF _Toc11074608 \h 2Investing in The Coca-Cola Company PAGEREF _Toc11074609 \h 2Personal Investment Strategy Based on Funds. PAGEREF _Toc11074610 \h 6Investment Purpose Risk and Return PAGEREF _Toc11074611 \h 6Investment Vehicles PAGEREF _Toc11074612 \h 7Constructing the Portfolio PAGEREF _Toc11074613 \h 10Investing in a Bond PAGEREF _Toc11074614 \h 14REFERENCES PAGEREF _Toc11074615 \h 17
MONEY MANAGEMENT
Investing in The Coca-Cola Company
The Coca-Cola Company is registered on the New York Stock Exchange and referred to as Coca-Cola KO (Morningstar 2019a). The business was established in 1886 (Coca-Cola 2011), a remarkable feat given that the average lifespan for a Standard & Poor 500 Company is now 15 years (Hill, Mellon & Goddard 2018).The Company has its global headquarters in Atlanta, Georgia, United States of America and is a manufacturer, distributor and marketer of non-alcoholic beverages, concentrates and syrups (Marketline 2015, p.4). In 2019, the Coca-Cola brand was rated 5th most valuable brand globally by Forbes, the highest rating for a non-technology brand, and for a food and beverage brand; the brand value assigned was $US59.2 billion, an increase of 3% since 2018, and with brand revenues of $US 28.3 billion (Forbes 2019). Coca-Cola also owns Diet Coke, Fanta and Sprite, in total four of the five top non-alcoholic sparking beverage brands (Marketline 2015)
The Company’s closing share price on Friday 24 May 2019 was $49.61, the price has varied between $US 35.56 and $US 50. 84 over the past five years (Morningstar 2019c). On 27 May 2014, the price opened at $US 40.56 and closed at $US40.77 (Nasdaq 2019). The variation in share price and the volume traded over the five year period, is graphically illustrated in figure 1.
Figure 1: The Coca-Cola Company Share Price Trend May 2014 to May 2019
Source: Nasdaq (2019)
The key financial results related to dividends paid over the period are summarised in table 1, where the payout ratio is the percentage of earnings per share paid as dividends.
Table 1: Financial Data Related to Dividends, 2014 to 2019

2014-12

2015-12

2016-12

2017-12

2018-12