11 page (APA format including Reference page) Investment Analysis_Portfolio analysis paper
You are new investment manager of XYZ TEch Company. The CEO has asked you to produce an investment analysis report. Using the provided information and investment parameters for the company along with your own financial database research, prepare an investment analysis report for the company. Your analysis report should include compiled data spreadsheets, a complete portfolio, and a justification of your investment strategies in an executive summary.
Please follow the word document outline attached. Please cite the paper. This is also included in the PDF format. Excel worksheet is also provide with five company information. For additional information, please use FORM 10-k for all five companies.
Apple (AAPL)
Caterpillar (CAT)
Consolidated Edison (ED)
Northern Trust (NTRS)
Macy’s (M)
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