I need all the details filled in on the excel sheet. All bracketed items and “#V
I need all the details filled in on the excel sheet. All bracketed items and “#VALUE” must be filled in on all four tabs of the excel sheet.
For part one of this assignment I had chose Kiko as my profile and she was only holding US Equity, no international, no bonds and no alternatives.
This is what I need from you:
Directions
After reviewing the scenario and supporting materials, complete your rebalanced portfolio. Begin by using the Project One Portfolio Calculation Template to complete your analysis of the portfolio. In a Word document, present a summary of the suggested adjustments to support the analysis for your client.
Part One: You will do the needed calculations to analyze the client’s current portfolio. Address the following rubric criteria:
Analyze past portfolio performance. Include the following in your response:
Quantitative assessments from:
Annual return
Market return against benchmarks
Market cycles
Risk-adjusted return
Part Two: You will include a written summary that is supported by appropriate calculations. Address the following rubric criteria:
Compare portfolio investments to relevant benchmarks. Include the following in your response:
Correct benchmarks for investments
Specific data on investments within the portfolio
Identify poor-quality investments in relation to each benchmark
Analyze specific rebalancing options based on the client’s needs and goals. Include the following in your response:
Summary of portfolio performance benchmarks
Identification of what is underperforming
Description of how needs and goals are in alignment with rebalancing
Identification of what is or is not within the client’s risk level
Identification of what is or is not within desired client asset allocation
Summarize investment portfolio adjustments for the client, based on adjustments you calculated. Include the following in your response:
Steps you have taken to summarize the portfolio
Adjustments you recommend meeting stated goals
Potential performance after stated adjustments
Impact of investment portfolio adjustments
What to Submit
To complete this project, you must submit the following:
Rebalanced Portfolio
This project requires two deliverables, a completed Excel spreadsheet and a 3- to 5-page Word document.
The Excel spreadsheet, using the Project One Portfolio Calculation Template, will contain formulas used in the rebalancing calculations.
A 3- to 5-page Microsoft Word document to support adjustments within the rebalanced portfolio should use 12-point Times New Roman font, double spacing, and one-inch margins. Sources should be cited according to APA style.
Here is Kiko’s profile for reference:
Kiko is a 28-year-old single female who just graduated from medical school and is starting her career as a doctor, making $150,000 a year. She has reduced her portfolio savings because she wants to pay off student loan debt of $100,000 quicker. Her uncle told her to invest in municipal bonds because they are safer and give her tax-free income and she wants to buy stock in the hospital she now works. She is afraid of making risky investments in case she needs the money but understands growth requires risk taking. She plans to increase her retirement savings now that she has a full-time job. Her student loans should be paid off in 10 years as her expenses are modest, and she expects her income to increase rapidly as she advances at the hospital. She also hopes to open her own practice once her student loans are paid off and would like to build up enough assets to fund the start-up costs. Because of her experiences in medical school, she prefers to invest in ethical companies that are environmentally sound and socially conscious due to their impact on people’s health.