Follow instructions attached, original work, word count 2700 words
Task: Imagine you invested in Mutual Fund: Vanguard 500 Index FD, 2 shares SPDR S&P500, 2 shares iShares S&P Index Fund,Equities: 100 shares ABNB Airbnb Inc, 500 shares ALK Alaska Air Group Inc, 100 shares TSLA Tesla Inc, 30 shares GOOGL Alphabet Inc, 1500 shares AZN AstraZaneca group, 500 shares BIDU Baidu Inc, 400 shares SBUX Starbucks Corporation, 10 shares NFLX Netflix Inc. Explain your choices why you have invested in those shares for a long term, go through different companies. The emphasis should involve critical- thinking i.e. explaining how and why events took place and their outcomes without just describing what occurred.
Discussion and analysis in the report should consider the following:
• The reasons for your choice of investments
• The total return on the portfolio
• Risk characteristics
• Key market-wide or industry- or firm-specific events that influenced trading decisions and subsequent results.
• Use analysts’ reports and technical and fundamental analysis to support your decisions. This may include the Sharpe risk ratio.
• A criticism of the simulation with recommendations included in your conclusion.
Learning outcomes:
A thorough understanding of investment strategy and the concepts of risk and return
The demonstration of a comprehensive grasp of assets and how they function.
The ability to construct a balanced portfolio using diverse asset classes.
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