Constructing and Managing a Portfolio Simulation - Memo

Constructing and Managing a Portfolio model - memorandumrandum University of Phoenix INVESTMENT fundamentals AND PORTFOLIO MANAGEMENT, phoebe bird 402 Instructor: STEVEN PETRIZZI April 12, 2010 Constructing and Managing a Portfolio Simulation - Memo MEMORANDUM To: Rainier Ekstrom, CEO Casa Bonita From: Jamila Lewis, Treasure Analyst Casa Bonita Re: danger of infection and Return Tradeoff The method of portfolio construction potty be multifaceted from beginning to end. Financial analysts comb through with(predicate) a large amount of statistics, including: industry knowledge, past performance, and next potential. Analysts supererogatoryively rely on personal expertise into the merchandise military position to arrive at the final list (UNIVERSITY OF PHOENIX, 2010). Casa Bonita Ceramics was created by an inventor named Juan Peres Fuentes. Juan was introduc ed to tile making by his family. Casa Bonita was a professionally conform to business that capitalized on its Spanish and Mexican heritage and customers (UNIVERSITY OF PHOENIX, 2010). Casa Bonita is ace of the largest tile manufacturers in the United States with annual revenues of $150 gazillion (UNIVERSITY OF PHOENIX, 2010). Casa Bonita offers al-Qaeda and wall tiles in glazed and unglazed ceramic, Mosaic and porcelain, in addition to a wide range of fossa tiles (UNIVERSITY OF PHOENIX, 2010). This memo depart detail the choices I made in the Constructing and Managing a Portfolio Simulation. This simulation details the bedrock of portfolio construction as it relates to the risk of infection-return tradeoff and the relationship between enthronization strategy and restrict upment performance (UNIVERSITY OF PHOENIX, 2010). In addition, this memo will discuss the Sharpe balance and how it relates to investment decisions. As the treasury Analyst for Casa Bonita, my jo b include preparing investment reports and d! eveloping general cash flow statements, in addition to performing risk analysis, forecasting, and statistical evaluations. In 2004 Casa Bonita generated excess cash and decided to invest $800,000.00 in the stock market (UNIVERSITY OF PHOENIX, If you want to get a full essay, order it on our website: OrderCustomPaper.com

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