Category: Finance

Visit https://www.morningstar.com/ 
Identify the top 10 holdings; the previous year’s
performance; and the expected dividend yield, expense ratio, and minimum
investment amount for one mutual fund and ETF that you would like to invest in.
You may use Vanguard (see link below) to help choose funds.
Respond to the following prompts:
1.      
Explain why you would like to invest in these two funds.
2.      
Explain whether you would prefer to invest in a fund that
uses the S&P 500 or the Dow Jones Industrial Average as its benchmark.
How to use
Morningstar:
https://snhu-media.snhu.edu/files/course_repository/undergraduate/fin/fin340/fin340_top10holds_instructions.pdf
additional sources:
https://investor.vanguard.com/investor-resources-education/understanding-investment-types/what-is-a-stock
https://www.forbes.com/advisor/investing/what-are-etfs/

Make it just like the white paper sample i provided just about the nomura insider trading case and also make sure it is chicago style and please make sure it follows the rubric 

Note 1: It’s crucial to adhere to the data and figures contained/provided in the PDF documents specific to your semester. You must refrain from relying on the numbers presented in the instructional videos.
Note 2:  I intentionally used higher figures in the assignment to show how each and every % figure can change $ figures.  
Note 3:  This comprehensive assignment is equivalent to a final comprehensive exam.  Please be mindful of your questions/emails.  There will be some questions that I won’t be able to respond to in order for me to be fair with every one of you.
Note 4: The last time/day of the Q&A opportunity/support for this assignment (Final cases 1 &2) is 12:30 pm on Friday, May 3, 2024.  
Note 5: Late submission penalty = 10% of the maximum score/day (Ref. Course syllabus).  
*********************************************************************************************************************************************************
Submission Requirements (3 different files listed below)
Due Date: Friday, May 3 (Canvas only) 
One combined MS Word document (NO pdf file)
You must provide 4 paragraphs. 
Paragraph 1. Housing market (i.e., Residential Real Estate) outlook for 2024
Paragraph 2. Case 1 Recommendations (Use/utilize the summary tab from your Excel submission)          
Paragraph 3. Choose one property type under CRE of your interest and provide the market outlook for 2024.
Paragraph 4. Case 2 Valuation Analysis and/or Sensitivity Analysis (Use/utilize the summary tab from your Excel submission)
Excel Item 1  – Case 1 (Must submit a separate Excel file for Case 1)
Excel Item 2 – Case 2 (Must submit a separate Excel file for Case 2)
Excel Submission Guidelines
Must show clear work with Excel formula
Value copies are not allowed
Work should be organized in a readable manner
Utilize the comment function if necessary
Feel free to add rows/columns if necessary
Utilize colors if necessary

A 3000-word maximum essay, with lots of details in the file. According to the requirements in the file, it is necessay to use FT.com to find data.

The assignment is about the construction of a Barrier Reverse Convertible (BRC) linked to a particular stock. Each student is assigned one stock (I got Apple, AAPL), for which he or she should design and investigate the product. Students should look themselves for relevant market data. Consider USD as the currency and elaborate on an appropriate choice for the dividend yield and the in- terest rate.
Each student can choose the starting date (t = 0) of the product. This can be any date from now (March 2024) until the deadline (17 May 2024).

I need Help Completing a final. Professor didn’t do anything but povide us with Powerpoints. Must be able to do CAPM Black and Scholes, Binomal model, Miller modigilani. ETC. It is hard.

The Personal Financial Planning Intervention Research Proposal Project (PFPIRPP) is a
robust project and cumulative measure of your mastery of the content of this course. 
For this project, you are being asked to think of a real or hypothetical client(s), select or design a
financial planning intervention that aims to meet their needs/goals, and propose a research study
that will evaluate the impact of that intervention on the client outcome variable. You will need to
observe and measure the participant(s)’s behavior, so be sure you choose an observable behavior
that is related to the client(s)’s goals/needs. You will provide the types of information found in
quality intervention research reports, but the order will follow a client-centered approach.
Write a proposal that includes the following information.
a brief description of the participant(s) (use fictitious name, please) whose behavior
you are attempting to impact with your intervention. Include information about
client’s stated goals/needs, and a plan for informed consent.
the target behavior that you are attempting to change in the participant using proper
observable and measurable terminology
a short justification and rationale for choosing the specific behavior to be changed in
the participant (i.e., why you deemed it worthy of being changed)
a review of the empirical literature on the intervention and/or client need/goal (max 3
pages)
a summary of the related theory, or theory of change (max 1 page)
the behavior measurement or recording system (e.g., event or frequency recording,
duration recording, interval recording, time sampling, etc.) that you are using to
quantify the target behavior to be changed
description or example of the interobserver agreement measurement
clear description of personal financial planning intervention that you are planning to
use to change the participant’s target behavior
a description or example of the implementation fidelity measurement for the
intervention.
a research design that is appropriate for the target behavior and intervention and states plan for baseline (control) and intervention phase(s) that reflects best practices.
Include a graph that is appropriately labeled.
Start thinking about your client’s needs and related target behavior as soon as possible. Be
prepared with 3 options. Your instructor will help you select the one that is best suited for this
project.
When thinking about the intervention, feel free to draw upon the research, as well as other
sources. Many practices employed within personal financial planning are deemed “best
practices” but many, if not most, lack empirical support. This is an opportunity for you to
contribute the empirical basis of the field. Feel free to consider practices you’ve heard about, or
read about in informal sources. HOWEVER, clearly identify these practices as not yet
empirically proven.
The paper format to use is the following:
a. Introduction section—
a. Generally introduce the (real or hypothetical – and clearly anonymous) client and
include their key characteristics, and stated goals/needs.
Plan for informed consent
Research question
Theory summary or theory of change
Review and critique of extant empirical literature on the target behavior or
intervention.
Method section—
describe the participant; include current performance or behavioral levels
describe the setting in which the intention will occur
define the target behavior that you chose to change using observable and
measurable terms;
select and describe the recording or measurement system you will use;
describe your interobserver agreement measurement
describe the single case research method you selected, and why it is appropriate
for this study, include rules for phase changes a piori
describe your intervention in replicable terms
describe your implementation fidelity measurement
describe your data analysis approach
Result section—
a. include an anticipated graph that illustrates your understanding of the conventions
associated with SCR, as well as phase change rules. Feel free to provide
hypothetical data to help illustrate your understanding. Be sure to clearly mark
data as fictional.
d. General issues to keep in mind
●  the quality of your writing will be judged along with your use of APA writing
style and, of course,
●  keep the following in mind— “the data were” is the correct form rather than
“the data was” because datum is the singular form of the word data
●  make sure to find and review other studies that are closely related to your
study or points will be deducted (in other words, don’t review it unless it is in
the “ballpark” of what your project is all about) if no empirical studies have
been conducted closely related to your study, describe your process for
attempting to locate such studies and describe the lack of empirical evidence
available.
●  this is a graduate level course, so your report should be a graduate level
quality production (i.e., at a higher level of discourse than one at the
undergraduate level)
●  behavioral interventions must be observable and measurable, so don’t use an
“intervention” that isn’t observable or measurable
●  if you do not follow the suggested format instructions above, the score you
receive on your paper will reflect the deficiencies. 
Student includes a graphical
display of the outcome variables
and includes the following
components: Y-axis label, X-axis
label, baseline and intervention
phase(s) labeled, real or
hypothetical data-points, other
relevant information (e.g., White’s
split middle line) 

For this report you will have to login to my account on this website: https://app.wallstreetsurvivor.com/account/dashboardv2
I will give the account details once hired
a single hard copy of your typed report at least 3 pages, and an appendix with your results, market value plots, and supporting calculations. Format all your work neatly and provide enough numerical details without unnecessarily cluttering your report. Make sure that your report has a logical structure, and it is well-written. Be prepared to summarize your strategy and performance at request. List any references/sources used. Upload the Excel file you used for preparing the numerical analysis. Please put your name in the name of the Excel file you submit. 
Calculate and plot the market value of your portfolio for each day (including cash). I suggest that you do this by adding up the daily closing market values of your assets held and the cash you hold, including the total dividends received up to date. Calculate the return for each day on your portfolio using the daily portfolio market values you just calculated. How risky was your portfolio compared to the index? Calculate the average daily return and the standard deviation of daily returns for both the S&P 500 index and your portfolio. Also calculate your portfolio’s beta by calculating the covariance of your portfolio’s daily returns with the S&P 500’s daily returns and dividing that with the S&P 500’s variance. Use the standard deviation and beta to calculate Sharpe’s ratio, Treynor’s measure, and Jensen’s alpha for your portfolio and for the market index, i.e. the S&P 500. Assume that the annual risk-free rate is 3% – don’t forget to turn this into a daily figure for your analysis.
Finally,  would you alter your portfolio holdings for the future, if so why?

Important notes.
Note 1: It’s crucial to adhere to the data and figures contained/provided in the PDF documents specific to your semester. You must refrain from relying on the numbers presented in the instructional videos.
Note 2:  I intentionally used higher figures in the assignment to show how each and every % figure can change $ figures.  
Note 3:  This comprehensive assignment is equivalent to a final comprehensive exam.  Please be mindful of your questions/emails.  There will be some questions that I won’t be able to respond to in order for me to be fair with every one of you.
Note 4: The last time/day of the Q&A opportunity/support for this assignment (Final cases 1 &2) is 12:30 pm on Friday, May 3, 2024.  
Note 5: Late submission penalty = 10% of the maximum score/day (Ref. Course syllabus).  
*********************************************************************************************************************************************************
Submission Requirements (3 different files listed below)
Due Date: Friday, May 3 (Canvas only) 
One combined MS Word document (NO pdf file)
You must provide 4 paragraphs. 
Paragraph 1. Housing market (i.e., Residential Real Estate) outlook for 2024
Paragraph 2. Case 1 Recommendations (Use/utilize the summary tab from your Excel submission)          
Paragraph 3. Choose one property type under CRE of your interest and provide the market outlook for 2024.
Paragraph 4. Case 2 Valuation Analysis and/or Sensitivity Analysis (Use/utilize the summary tab from your Excel submission)
Excel Item 1  – Case 1 (Must submit a separate Excel file for Case 1)
Excel Item 2 – Case 2 (Must submit a separate Excel file for Case 2)
Excel Submission Guidelines
Must show clear work with Excel formula
Value copies are not allowed
Work should be organized in a readable manner
Utilize the comment function if necessary
Feel free to add rows/columns if necessary
Utilize colors if necessary

This is a maximum of 3,000 words (no more than 3,000). Also, there are many, many detailed requirements within this assignment – for example, there will be a requirement to make the appropriate EXCEL spreadsheets and a requirement to collect data in FT.COM. At the same time, some of these topics require the use of a template (one of the EXCEL files I uploaded)