Assignment 1: Analyzing Your Portfolio Due Week 5 and worth 250 points This assignment is based on the portfolio you have created using the StockTrak Portfolio Simulation software, found at http://stocktrak.com/ . Make sure to show your work for any calculations, as well as include any charts or graphs that illustrate key concepts. Write a paper of at least five (5) pages in which you: Using the data available for the company comprising the largest percentage of your portfolio, calculate the dividend payout ratio, growth rate of the company’s dividends, price-to-earnings (P/E) ratio, and the maximum P/E ratio that you would apply to this stock using the most recent earnings per share (EPS).

1. FIN 550 Week 5 Assignment 1 Analyzing Your
Portfolio
For more classes visit
www.snaptutorial.com
Assignment 1: Analyzing Your Portfolio
Due Week 5 and worth 250 points
This assignment is based on the portfolio you have created using the
StockTrak Portfolio Simulation software, found at http://stocktrak.com/ .
Make sure to show your work for any calculations, as well as include
any charts or graphs that illustrate key concepts.
Write a paper of at least five (5) pages in which you:
Using the data available for the company comprising the largest
percentage of your portfolio, calculate the dividend payout ratio, growth
rate of the company’s dividends, price-to-earnings (P/E) ratio, and the
maximum P/E ratio that you would apply to this stock using the most
recent earnings per share (EPS).
Using the infinite period Dividend Discount Model (DDM) and the
required return, determine the value of each stock in your portfolio.
Analyze any differences between the value of the stock calculated using
the two (2) methods. Then, suggest why the values might differ.
Calculate the operating margin, asset turnover, interest burden, financial
leverage, and tax rate for each of the five (5) years. Describe the role
that each of the components plays in changes in net shareholders’ equity

2. for each year.
Your assignment must follow these formatting requirements:
Be typed, double spaced, using Times New Roman font (size 12), with
one-inch margins on all sides. Check with your professor for any
additional instructions.
Include a cover page containing the title of the assignment, the student’s
name, the professor’s name, the course title, and the date. The cover
page is not included in the required assignment page length.
The specific course learning outcomes associated with this assignment
are:
Assess overall corporate strategy to support the formulation of
investment goals and objectives.
Analyze the individual investments in a corporate portfolio in relation to
the market to support a firm’s investment planning decisions.
Evaluate portfolio performance and develop recommendations to
improve a firm’s investment performance.
Use technology and information resources to research issues in corporate
investment analysis.
Write clearly and concisely about corporate investment analysis using
proper writing mechanics.
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FIN 550 Week 7 Assignment 2 Building Your
Portfolio
For more classes visit

3. www.snaptutorial.com
This assignment is based on the portfolio you have created using the
StockTrak Portfolio Simulation software, found at http://stocktrak.com/ .
Make sure to show your work for any calculations, as well as include
any charts or graphs that illustrate key concepts.
Write a five to seven (5-7) page paper in which you:
1.Determine the growth rate of the company whose stock comprises the
largest percentage of your portfolio. Describe how its growth rate
compares to that of the market. Find the market multiple, and determine
P/E ratios for the company, using the beta coefficient. Assume that the
company can maintain its superior growth rate for the next five (5) and
ten (10) years.
2.Select any two (2) stocks in your portfolio and compute the growth
duration of each company stock relative to the S&P Industrials, and the
growth duration of Company A relative to Company B. Then, given
these growth durations, determine your investment decision.
3.Using the Constant Growth Dividend Discount Model, and assuming
that all companies pay dividends, compute the expected long-term total
return on the stock that comprises the largest percentage of your
portfolio.
4.Using the most recent financial statements for the company whose
stock comprises the largest percentage of your portfolio:
a.Identify and calculate the three (3) components of the DuPont formula.
b.Calculate the Return on Equity (ROE), using the three (3) components
of the DuPont formula.
c.Compare your calculated sustainable-growth rate with its actual
growth rate. Recommend two (2) courses of action that the company
should take if the calculated sustainable-growth rate exceeds the actual
growth rate, and if the calculated sustainable-growth rate is less than the

4. actual growth rate.
Your assignment must follow these formatting requirements:
•Be typed, double spaced, using Times New Roman font (size 12), with
one-inch margins on all sides; citations and references must follow APA
format. Check with your professor for any additional instructions.
•Include a cover page containing the title of the assignment, the
student’s name, the professor’s name, the course title, and the date. The
cover page and the reference page are not included in the required
assignment page length.
The specific course learning outcomes associated with this assignment
are:
•Analyze the individual investments in a corporate portfolio in relation
to the market to support a firm’s investment planning decisions.
•Conduct industry analysis to support investment decisions by
identifying changing market conditions and industry trends that will
affect investment performance.
•Conduct company analysis and stock valuation to determine investment
potential of a company’s stock.
•Use technology and information resources to research issues in
corporate investment analysis.
•Write clearly and concisely about corporate investment analysis using
proper writing mechanics.
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