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The financial article “Security Prices, Risk, and Maximal Gains From Diversifica

The financial article “Security Prices, Risk, and Maximal Gains From Diversification” written by John Lintner in 1965 should be summarized in 4-5 pages (introduction – conclusion).
All parts should be written in your own words with clear, coherent, cohisive structure.
You are supposed to demonstrate that you are able
• to understand scientific argumentations,
• to filter out its essence and
• to summarize it
in your own words.
• You should demonstrate that you can put the argumentation/approach/model into an up-to-date scientific context (e.g. by referring to the literature regarding this topic) and that you are able to discuss the related literature critically.
• Do not try to outline complex arguments and mathematical proofs too formally. You should demonstrate that you
have understood the essence of the argumentation. This will not work when you merely copy the equations from the
original literature. Instead, work out the intuition behind a formal argument as clearly as possible.

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Investments

The financial article “Security Prices, Risk, and Maximal Gains From Diversifica

The financial article “Security Prices, Risk, and Maximal Gains From Diversification” written by John Lintner in 1965 should be summarized in 4-5 pages (introduction – conclusion).
All parts should be written in your own words with clear, coherent, cohisive structure.
You are supposed to demonstrate that you are able
• to understand scientific argumentations,
• to filter out its essence and
• to summarize it
in your own words.
• You should demonstrate that you can put the argumentation/approach/model into an up-to-date scientific context (e.g. by referring to the literature regarding this topic) and that you are able to discuss the related literature critically.
• Do not try to outline complex arguments and mathematical proofs too formally. You should demonstrate that you
have understood the essence of the argumentation. This will not work when you merely copy the equations from the
original literature. Instead, work out the intuition behind a formal argument as clearly as possible.

Categories
Investments

Will upload a file with instructions. Please make sure you use the financial sta

Will upload a file with instructions. Please make sure you use the financial statement of Nissan company in JPY so the main company.

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Investments

Prepare a performance report of your sector fund during the 12-week period of OP

Prepare a performance report of your sector fund during the 12-week period of OPEN Thursday, September 1 – CLOSE Friday, November 25. Include three bar charts: A.) the performance of the overall portfolio (vs. S&P 500 Index) spanning the entire investment period (September 1 OPEN – November 25 CLOSE), B.) the performance of the initial portfolio vs. the S&P 500 Index for the initial allocation period (September 1 OPEN – October 12 CLOSE), and C.) the performance comparison since the allocation change (October 12 CLOSE – November 25 CLOSE). Also, for each of the three periods, present the initial market weights of each sector that I will post on Canvas and the weights you set for your own exposure in each sector, and if you were underweight, market weight, or overweight. Explain your original allocations (like you did on the paper you originally turned in). If you decided to maintain the initial weights, explain why you did not change anything. Analyze your performance, drawing on if your expectations and reallocations (if any) for the sector performances were correct. Provide a presentation of the alphas for each of the three charts and give an analysis of the absolute and relative performances. Be concise but thorough. The report should answer these questions: 1. How did the fund do during the first period? 2. Did you reallocate the exposures to do better in the second period? 3. What was your reallocation if any and why did you reallocate or why not? 4. How did the fund do in the second half after reallocation, if any? 5. How did the fund do during the whole period? Provide explanations and analysis. The Report should be as given to your Client. 300-400 words each period I did not change the initial weights. Please expand on the initial allocation document. Please let me know if anything else is needed.

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Investments

How did the fund do during the first period?

Prepare a performance report of your sector fund during the 12-week period of OPEN Thursday, September 1 – CLOSE Friday, November 25. Include three bar charts: A.) the performance of the overall portfolio (vs. S&P 500 Index) spanning the entire investment period (September 1 OPEN – November 25 CLOSE), B.) the performance of the initial portfolio vs. the S&P 500 Index for the initial allocation period (September 1 OPEN – October 12 CLOSE), and C.) the performance comparison since the allocation change (October 12 CLOSE – November 25 CLOSE). Also, for each of the three periods, present the initial market weights of each sector that I will post on Canvas and the weights you set for your own exposure in each sector, and if you were underweight, market weight, or overweight. Explain your original allocations (like you did on the paper you originally turned in). If you decided to maintain the initial weights, explain why you did not change anything. Analyze your performance, drawing on if your expectations and reallocations (if any) for the sector performances were correct. Provide a presentation of the alphas for each of the three charts and give an analysis of the absolute and relative performances. Be concise but thorough. The report should answer these questions: 1. How did the fund do during the first period? 2. Did you reallocate the exposures to do better in the second period? 3. What was your reallocation if any and why did you reallocate or why not? 4. How did the fund do in the second half after reallocation, if any? 5. How did the fund do during the whole period? Provide explanations and analysis. The Report should be as given to your Client. 300-400 words each period I did not change the initial weights. Please expand on the initial allocation document. Please let me know if anything else is needed.

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Investments

guidelines are attached paper needs two documents one word and the other excel

guidelines are attached
paper needs two documents one word and the other excel with calculations pls
attached past three years financial statements

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Investments

guidelines are attached paper needs two documents one word and the other excel

guidelines are attached
paper needs two documents one word and the other excel with calculations pls
attached past three years financial statements

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Investments

Choose one company from the list of quality shareholder (qs) attractors in the article.

Cunningham (2020) “compared two portfolios over the study period (2014–2018): one comprised of the 25 companies attracting the highest density of QSs [Quality Shareholders] and the other of the 25 attracting the lowest density of QS. The high QS density portfolio outperformed the low QS density portfolio in each of those five years” based on cumulative return data for the five-year period (p. 33).
Choose one company from the list of quality shareholder (QS) attractors in the article.
Please use Berkshire Hathaway as the QS company for this paper.
• Explain eight successful corporate policies or practices that your chosen company uses as a QS attractor.
o Cite examples from your chosen company using the Introduction to APA Links to an external site. guidelines.
• Compare a company’s capital allocation strategy to the Dhandho principle of low-risk, high-return approach.
o Cite examples from your chosen company using APA Style Links to an external site..
• Calculate the cumulative shareholder return for your chosen company for the period 2014–2018.
• Compare the cumulative return you calculated for your chosen company to the cumulative return on two major stock indices for the period 2014–2018.
• Compare the evidence of the investment performance exhibited by quality shareholders to other active management investment strategies.
o Provide two additional sources in your comparison.
• Must have 4 academic references

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Investments

Choose one company from the list of quality shareholder (qs) attractors in the article.

Cunningham (2020) “compared two portfolios over the study period (2014–2018): one comprised of the 25 companies attracting the highest density of QSs [Quality Shareholders] and the other of the 25 attracting the lowest density of QS. The high QS density portfolio outperformed the low QS density portfolio in each of those five years” based on cumulative return data for the five-year period (p. 33).
Choose one company from the list of quality shareholder (QS) attractors in the article.
Please use Berkshire Hathaway as the QS company for this paper.
• Explain eight successful corporate policies or practices that your chosen company uses as a QS attractor.
o Cite examples from your chosen company using the Introduction to APA Links to an external site. guidelines.
• Compare a company’s capital allocation strategy to the Dhandho principle of low-risk, high-return approach.
o Cite examples from your chosen company using APA Style Links to an external site..
• Calculate the cumulative shareholder return for your chosen company for the period 2014–2018.
• Compare the cumulative return you calculated for your chosen company to the cumulative return on two major stock indices for the period 2014–2018.
• Compare the evidence of the investment performance exhibited by quality shareholders to other active management investment strategies.
o Provide two additional sources in your comparison.
• Must have 4 academic references

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Investments

Your top 2 stocks (out of the ftse 100 shares) today following the philosophy of your successful investor.

You are required to produce a 2 page “Invest like…” sheet. This sheet will contain the relevant information, findings and your own thoughts, making it possible to replicate the investment strategy of the successful investor. As guidance you should include;

1. Brief Background, major success and failures
2. Investment Philosophy, strategy and style
3. Valuation techniques used by your top investor
4. Risk Management/Exit Strategies
5. Your own thoughts of “the extra” that makes it hard for the rest of us to just replicate the strategy
6. Your top 2 stocks (out of the FTSE 100 shares) today following the philosophy of your successful investor.