Fundamental Analysis Reports Samples For Students

Building a balanced securities portfolio is a difficult task taking into account tendencies of contemporary stock exchange. This paper is devoted to this issue and represents two strategies of building stocks and bonds portfolios implementing fundamental and technical analyses. Also, main concepts of allocation of securities were described and analysis of created portfolios with the help of appropriate benchmarks was represented.

Investment Analysis and Strategy

Part 1. Fundamental and Technical Analyses of Securities

A) Fundamental Analysis of Stocks

Fundamental analysis aimed at buying stocks which prices are below the potential value. There are several methods used by analysts that help determine the right stocks to ...

PRESENTATION

PRESENTATION

Oil: West Texas Intermediate Crude Oil Spot Contract with a 40% share of the portfolio. The oil is the most important commodity in the world economy. It is used as the main source of energy in the world to empower the transport of goods and people, electricity generation and the use of its physical derivatives for polymer manufacture. The oil has always been attached to geopolitical tensions in Latin America and the Middle East, a very important factor in the price of the commodity.
US Dollar: Dollar Index Spot with a 25% share of the portfolio. The US ...

Introduction

Investment is an important activity for an organization, as it provides an opportunity to the companies to flourish their earnings (Higham, 2004). There are enormous amount of companies in the world which are physically doing their operations to enhance their residual claims. In fact, the real productivity of an organization lies in the fact that how effective and powerfully, an organization would become able to generate economic profit, and satisfying the needs of their investors (Hitchner, 2011).
Investors, usually the external investors always look forward in investment opportunities in the companies; however it requires extensive training and critical ...

Part 2:

Introduction
The Capital Structure Propositions proposed by Nobel Laureates, Franco Modigliani and Merton Miller has a significant relevance even in the modern day financial theory. The propositions proposed by them are popularly known as MM Propositions which they proved under restrictive set of assumptions to counter the traditional approach of capital theory which states that there is always an optimum mix of capital structure for a firm that assists in attaining maximum value for it. The difference in the traditional approach and MM Propositions will be discussed in detail in the succeeding sections, while now we will explain the propositions ...

Introduction

All of us constantly strive to satisfy our needs and improve our economic welfare. According to Certified Financial Planner Board of Standards (2011), they define this as personal financial planning, which denotes the process of determining whether and how an individual can meet life goals through the proper management of financial resources. Thus, personal financial planning is both an organized process and attitude that considers improved lifestyle elements of an individual’s financial affairs and is focused at fulfilling his or her financial set-goals. This confronts everyone – including recent college graduates, professionals to senior corporate executives to develop a personal ...