Hi all, don’t know whether this is allowed here but I hope it is!
I’m currently in my final year of university and I have a module in which we are put into groups and take control of “a client’s portfolio” worth $100k, where we are to invest the money and try and make a profit, all while being able to support our decisions using fundamental and technical analysis of the stocks e.g. CAPM, EPS etc.
For a bit of context, our made-up client is a early 40s male, with a high paying job in law and strong ethical views. We need to create this portfolio with around 15 stocks that will create a well diversified portfolio (globally & industry) while staying aligned with this person’s beliefs.
As the client is high earning, we are not looking for stocks with high paying dividends as they are not needed and will get taxed in the highest tax bracket. Also due to his strong ethical views we’re not going to be investing in companies such as the British American Tobacco Company etc. for obvious reasons.
In this made up scenario, this portfolio would be kept for 20+ years as a retirement fund but seen as we have a presentation in 5-6 weeks we’d love to see some green arrows before then if possible!
As we’ve only been working on this for just over a week we only have 2 stocks currently in the portfolio: Tesla (TSLA) and NVIDIA (NVDA).
Briefly, here are our reasons for NVIDIA, as an example:
* Beta = 1.38
* 7th largest US company, growing from 50th 2 years ago
* Average 57% revenue growth over last 8 quarters
* Bought a couple days before their Q4 2021 earnings report was released on Feb 16th, which was expected (and achieved) to be their best quarter yet!
Any help would be greatly appreciated! If you have any more questions then I will be more than glad to answer them!
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