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Term Paper and Excel Spreadsheet

Invest $100,000 of “funny” money in twenty different companies. In ten different industries:   

1. Technology and communications

2. Biomedical

3. Transportation

4. Entertainment

5. Consumer goods

6. Apparel

7. Soft drinks

8. Communications

9. Pharmaceuticals

10. Oil & gas

The minimum requirements for the Portfolio analysis: Excel Spreadsheet Assignment Help

1. Show your investments in twenty (20) well DIVERSIFIED investments.

2.Please indicate the industry or the specific section (i.e. gold, oil & gas, technology, entertainment, transportation, consumer goods, bio-technology, pharmaceuticals, etc.) that each investment represents.

3.The TOTAL Dollar amount of return (Profit/Loss) from 2/28/2022 until 3/25/2022.

4.The percentage return. Excel Spreadsheet Assignment Help

5.Specify the holding period or duration of the investments in the portfolio.

6.Show the percentage return calculated in the above item number 4 on an annualized basis. Excel Spreadsheet Assignment Help


Please summarize your findings in a 4-6 page APA formatted paper and explain how this data analysis could benefit companies. Be sure to provide good examples using the textbook and the internet.

Stock Categories

Technology & Communications

                Apple (APPL) – $5,000

                Meta (FB) – $5,000


                Novavax (NVAX) – $5,000

                Vertex Pharmaceuticals (VRTX) – $5,000

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                CSX Corporation (CSX) – $5,000

                Norfolk Southern (NSC) – $5,000


                Netflix (NFLX) – $5,000

                Disney (DIS) – $5,000

Consumer Goods

                Procter & Gamble (PG) – $5,000

                Costco (COST) – $5,000


                Nike (NKE) – $5,000

                Lululemon (LULU) – $5,000

Soft Drinks

                The Coca-Cola Company (KO) – $5,000

                PepsiCo, Inc (PEP) – $5,000


                AT&T, Inc. (T) – $5,000

                Verizon Communications, Inc. (VZ) – $5,000


                Pfizer, Inc. (PFE) – $5,000

                Merck & Co. Inc (MRK) – $5,000

Oil and Gas

                Chevron Corporation (CVX) – $5,000

                Exxon Mobil Corporation (XOM) – $5,000

Excel Spreadsheet Assignment Help APA Paper Formatting Basics

  1. All text should be double-spaced.
  2. Use one-inch margins on all sides.
  3. All paragraphs in the body are indented.
  4. Make sure that the title is centered on the page with your name and school/institution underneath.
  5. Use 12-point font throughout.
  6. All pages should be numbered in the upper right hand corner

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