Based on Chapters 7 and 8
1) Track your portfolio and companies throughout the term through July 21, 2021, describing the stocks and their performance. Identify any events during the period that may have caused the stocks’ prices to increase or decrease, explaining how these events affect the stocks’ prices to-date and how they can, in your opinion, impact stock prices into the future (30 days forward)
2) Prepare a ratio analysis (liquidity, activity, debt, and profitability), covering 3 years pre-May 1, 2021, 1 year pre-May 1, 2021 and the holding period from May 1, 2021 through July 1, 2021. Provide analysis of key ratios with a view of what these ratios indicate for your strategy going forward.
3) Relate your analysis in (1) and (2) above to your expected returns to each stock and the portfolio as outlined in your Part 1 of the Project.
Part 3 is due end of Week 12, August 1, 11:59pm. This Part is 25% of your Project grade or 8.75 points.
Submit: Excel file with your portfolio data, and a docx file with your strategy analysis.