Technology and Communication to Pharmaceutical Companies (Term Paper Sample)
The instructions on this paper was to write summary findings (portfolio analysis) based on a term paper. This portfolio analysis comprised 20 companies from 10 distinct industries, ranging from Technology and communication to pharmaceutical companies. Each company then made a $5000 investment. All the analyses were written based on the data presented in an excel file (i couldnot attach more than one file, however, i can still avail it).
source..
Technology and Communication to Pharmaceutical Companies
Summary of Findings
This portfolio analysis comprised 20 companies from 10 distinct industries, ranging from Technology and communication to pharmaceutical companies. Each company then made a $5000 investment.
Technology and Communications
Apple and Meta each had a $5000 investment. The total dollar amount of return from 28th February to 25th March was thus $10000. The total returns amounted to $500, with a percentage return of 5%. The holding duration for the two companies was 25 days, with an annualized return of 10%.
Biomedical
Novax and Vertex pharmaceuticals had a total investment worth $10000, $5000 each. The total dollar amount of return from 28th February to 25th March was also $10000. The combined returns amounted to $250 with a holding period return rate of 3.4%. The holding duration was 25 days, yielding an annualized return rate of 6.8%.
Transportation
Norfolk Southern and CSX Corporation had a $5000 investment each, with returns amounting to $320. The holding period return rate was 3.2% after a 25 days holding period. The annualized return rate for the two investments amounted to 6.4%.
Entertainment
Netflix and Disney (DIS) each had a $5000 investment. The total dollar amount of return from 28th February to 25th March was thus $10000, which yielded a $680 return. After a holding period of 25 days, the holding period rate of return was 6.8%, translating to an annualized return of 10.5%.
Consumer Goods
Proctor and Gamble (PG) had a $5000 investment, which was also shared by Costco (COST). The total dollar amount of return from 28th February to 25th March was thus $10000, yielding a $320 return. The holding period was 25 days, with a period return of 3.8%. The annualized rate of return was 7.6%.
Apparel
Nike and Lululemon had a $5000 investment with a $390 return. After a holding period of 6 months with a holding period return rate of 3.9%, the annualized return rate was 7.8%.
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