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Please see two attachments. one is with Case outline information and the example of the investment portfolio. Second attachment is the project Excel file template example.
Portfolio Setup
Choose the type of investment fund
You have $1 million to invest.
Define your portfolio goal
Select the assets for investment
Develop a portfolio selection strategy
Data Collection
Download one year of weekly stock price data for the stocks or ETFs in your portfolio using Yahoo Finance
Collect weekly S&P 500 data as the market portfolio for comparison.
Get the T-bill rate to use as a proxy for the risk-free rate.
Portfolio Allocation
Allocate the $1 million across your selected stocks. Decide how much to invest in each stock (equally or different weights).
Performance Calculation
Calculate weekly portfolio returns and standard deviation, the Sharpe ratio and the Sharpe ratio.
PowerPoint Report Preparation
(Introduction, Portfolio Setup, Major News, Investment Theory, Data Sources and Analysis and Conclusion)
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