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Essay Available:
Pages:
10 pages/β‰ˆ2750 words
Sources:
5 Sources
Style:
Other
Subject:
Mathematics & Economics
Type:
Statistics Project
Language:
English (U.S.)
Document:
MS Word
Date:
Total cost:
$ 58.32
Topic:

Bryant's Growth Fund

Statistics Project Instructions:

Word document:
The first page of your Word document should be like the mutual fund sheet and contain the basic information about your portfolio, the investment strategy and the tables and illustrations in the purple boxes.
The second (and third) page of your Word document should contain a brief explanation for each stock why it is in the portfolio and what return you expect to it (alpha).
Excel notebook:
The first sheet of the Excel notebook should be the prices you have downloaded.
The second sheet of the Excel notebook should be data you download from the Fama-French data library.
The third sheet of the Excel notebook should be the returns and excess returns of the stocks in your portfolio. (You will need the prices from the first sheet and the risk-free rate from the second sheet for this.)
The fourth sheet should contain all CAPM regressions.
The fifth sheet should contain all calculations for the construction of your portfolio.
The sixth sheet should contain all 3-Factor model regressions.
The seventh sheet should contain all calculations for the data summary of your portfolio. (This data goes onto the first page of your Word document.)

Statistics Project Sample Content Preview:
Bryant's Growth Fund Benchmark: OEF Bryant's Growth Fund aims to achieve long-term capital appreciation by investing in a diversified portfolio of well-managed U.S. companies with stable long-term prospects. Rating and Risk Optimal Portfolio Alpha:             0.0151 Beta:                1.1776 Residual Var.: 0.8871
Financial Ratios
Alphabet Inc. (GOOGL)
Alphabet, the parent company of Google, has consistently maintained a strong financial performance, with a 5-year revenue CAGR of 19.44% as of 2021 (Alphabet Inc., 2021). Its diverse business model provides the company multiple revenue streams. Some of the company's revenue streams include Google and YouTube ads, Google Cloud, and investments in technologies such as artificial intelligence. Alphabet's dominance in the search engine market and continuous innovation make it a compelling long-term investment choice for Bryant's portfolio.
Alphabet's balance sheet showcases its financial strength, with total cash and marketable securities of $142 billion in 2021 (Alphabet Inc., 2021). This allows the company to invest in new technologies for future growth. Alphabet also boasts an impressive return on equity (ROE) of 26.89% in 2021, indicating strong management effectiveness (Alphabet Inc., 2021). By investing in Alphabet, Bryant can benefit from the company's robust financial health and potential for long-term growth.
Microsoft Corporation (MSFT)
Microsoft reported a 5-year revenue CAGR of 13.65% in 2021 (Microsoft, 2021). The company's diversified product offerings; Windows operating system, Office productivity suite, Azure cloud services, and LinkedIn, provide a solid foundation for its long-term growth. Microsoft's continuous cloud computing, artificial intelligence, and gaming innovation also contribute to its strong financial performance.
In terms of financial ratios, Microsoft had an impressive return on equity (ROE) of 31.94% in 2021, indicating effective management (Microsoft, 2021). Also, the company has a low debt-to-equity ratio showcasing a relatively low financial risk. Microsoft's healthy dividend yield in 2021 further enhances its appeal as a long-term investment. Bryant stands to benefit from this continued growth.
Johnson & Johnson (JNJ)
Johnson & Johnson has a stable business model. It has diversified revenue streams, covering pharmaceuticals, medical devices, and consumer health products. The company has a 5-year revenue CAGR of 2.83% as of 2021 (Johnson & Johnson, 2021). This indicates consistent financial growth for the company. Johnson & Johnson's robust product portfolio and commitment to research and development make it ...
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