Boost your Grades with us today!


 Please note, all information needed to complete assignment is attached. Please read instructions carefully to complete assignment 

Prompt: This milestone involves creating a draft of the stock analysis and portfolio development sections of the final project. Use the provided spreadsheet to calculate your portfolio’s standard deviation and the Final Project Scenarios document.

Specifically, the following critical elements must be addressed:

II. Stock Analysis: In this section, you will select five stocks from the provided list and determine their values by applying an appropriate valuation model

from the following options: price to multiple model (earning or sales), dividend valuation model, or free cash flow to equity valuation model.

A. Determine the value of each stock by using an appropriate model based on the characteristics provided for each stock; use each model at least once.

B. Provide a rationale for the stock valuation method you chose for each stock. Cite specific information to support your decisions.

C. Using the calculated valuation, the current market price, and historical performance, determine the expected return for each stock.

III. Portfolio Development: In this section, you will develop a portfolio for a client (Ezra or Jacob and Rachel) based on the client’s risk tolerance, return

objectives, and liquidity objectives. You will select appropriate assets from the provided list.

A. For the client, develop a portfolio from the list of assets provided that is informed by your analysis of the client’s objectives and (if applicable)the stock valuation you determined.

B. Calculate the expected portfolio return using the CAPM (beta) model. Based on the risk tolerance and return objective of the client you didn’t choose for this assignment, would you design an investment portfolio that has a higher or lower expected portfolio return, and why?

C. Calculate the expected portfolio standard deviation. Based on the risk tolerance and return objective of the client that you didn’t choose for this assignment, would you design an investment portfolio that has a higher or lower expected standard deviation, and why?

Guidelines for Submission: Your client analysis should be a 3- to 5-page Microsoft Word document, double spaced, with 12-pt. Times New Roman font, one-inch

margins, and citations cited in APA format. Note that your submission may be longer than 6 pages as work must be shown for all calculations. You may use and

upload an Excel workbook to show your calculations. In your written paper, if you are referring to data that is found within an uploaded Excel workbook, be sure

to include a citation—for example, “the portfolio’s expected return is 7.2% (E64, Sheet1, WB1),” where E64 is the cell that the calculation took place in, Sheet1 is

the tab, and WB1 is designating the name of your file. This ensures that your instructor can quickly and accurately check data entry, formula use, and financial




15% off for this assignment.

Our Prices Start at $11.99. As Our First Client, Use Coupon Code GET15 to claim 15% Discount This Month!!

Why US?

100% Confidentiality

Information about customers is confidential and never disclosed to third parties.

Timely Delivery

No missed deadlines – 97% of assignments are completed in time.

Original Writing

We complete all papers from scratch. You can get a plagiarism report.

Money Back

If you are convinced that our writer has not followed your requirements, feel free to ask for a refund.

Need Help? Please contact us