Rowan Cabarrus Community College Portfolio Return of Heavy Brands Worksheet

I’m working on a finance report and need guidance to help me study.

To assess your ability to:

• Discuss an efficient portfolio and the relevance of the capital asset pricing model.
• Evaluate the success of portfolio managers in diversifying their portfolios as measured against benchmarks.
• Explain how the portfolio effect works to reduce the risk of an individual security.

In this assignment, you will measure the level of risk using the Sharpe method and then analyze the risk-adjusted returns in your original portfolio of 5 stocks.

1. Read Key Points in Portfolio Management on the Sharpe approach. If you have any questions about risk-adjusted returns communicate with your professor.
2. Review the original portfolio you developed in 3-3: Portfolio Project (Part 1) – Initial Selection.
3. Analyze the risk-adjusted returns using the Sharpe model on the stocks in your original portfolio.
4. Use the Risk Analysis Guide and the associated Excel file to assist you in setting up your analysis. (I’ve attcahed those documents to the files section)

The original stocks I chose to use are

AT&T (Ticker Symbol: T)

Coca-Cola (Ticker Symbol: KO)

Tesla (Ticker Symbol: TSLA)

Logistics XPO (Ticker Symbol: XPO)

Apple (Ticker Symbol: AAPL)