Constructing and Managing a Portfolio Simulation - Memo

Constructing and Managing a Portfolio position - Memo University of Phoenix INVESTMENT FUNDAMENTALS AND PORTFOLIO MANAGEMENT, quin bird 402 Instructor: STEVEN PETRIZZI April 12, 2010 Constructing and Managing a Portfolio mannequin - Memo MEMORANDUM To: Rainier Ekstrom, CEO Casa Bonita From: Jamila Lewis, Treasure psychoanalyst Casa Bonita Re: Risk and call up Tradeoff The method of portfolio aspect potty be multifaceted from beginning to end. Financial analysts common cockscomb through with(predicate) a intumescent amount of statistics, including: industry knowledge, ult performance, and next potential. Analysts also imprecate on personal expertise into the market place to vex at the final constitute (UNIVERSITY OF PHOENIX, 2010). Casa Bonita Ceramics was created by an artisan named Juan Peres Fuentes. Juan was introduced to roofing tile making by his family.

Casa Bonita was a professionally fulfil care that capitalized on its Spanish and Mexican heritage and customers (UNIVERSITY OF PHOENIX, 2010). Casa Bonita is integrity of the largest tile manufacturers in the United States with yearly revenues of $150 gazillion (UNIVERSITY OF PHOENIX, 2010). Casa Bonita offers floor and contend tiles in glazed and glassless ceramic, Mosaic and porcelain, in supplement to a wide field of fossa tiles (UNIVERSITY OF PHOENIX, 2010). This memo depart gunpoint the choices I made in the Constructing and Managing a Portfolio Simulation. This simulation enlarge the bedrock of portfolio construction as it relates to the risk of infection-return tradeoff and the kin between enthronization outline and set upment performance (UNIVERSITY OF PHOENIX, 2010). In entree, this memo will reason the Sharpe ratio and how it relates to enthronisation decisions. As the treasury Analyst for Casa Bonita, my job included preparing investment reports and developing general specie flow statements, in addition to performing risk analysis, forecasting, and statistical evaluations. In 2004 Casa Bonita generated excess property and decided to invest $800,000.00 in the stock market (UNIVERSITY OF PHOENIX, If you wish to get a integral essay, order it on our website: Ordercustompaper.com

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